Financial Planning, Certificate

Certificate in Financial Planning (640006C)

The 24 credit Certificate in Financial Planning will help students acquire the educational foundation for a career in financial planning and will qualify them to take the Certified Financial Planner Certification Examination.

College of Business Undergraduate Programs
http://www.uakron.edu/business/advising 
(330) 972-7042 
businessadvising@uakron.edu 
College of Business room 260

The following information has official approval of the Department of Finance and the College of Business, but is intended only as a guide. Completion of this certificate is contingent upon many factors, including but not limited to: class availability, total number of required credits, work schedule, finances, family, course drops/withdrawals, successfully passing courses, prerequisites, among others.

College of Business Policies for Certificates:

  • Complete all certificate requirements prior to graduation.
  • Earn a 2.0 GPA in all certificate coursework.
  • Maintain a cumulative 2.0 GPA in all undergraduate coursework.
  • Complete all prerequisites for each course.
  • Courses may not be taken as pass/fail.
  • Complete at least 6 additional credits not needed for any other major, minor, or certificate.
  • Earn at least 9 credits at The University of Akron in the College of Business.
  • Declare the certificate in the Business Undergraduate Advising Office, College of Business room 260.

Summary

Required Courses24
Total Hours24

Required Courses

FIN:300Introduction to Finance (non-Bus majors)3
or FIN:301 Principles of Finance
FIN:341Contemporary Investments (non-Bus majors)3
or FIN:343 Investments
FPL:332Foundations of Financial Planning3
FPL:411Estate and Financial Planning3
FPL:417Retirement Planning 23
FPL:432Financial Planning Capstone 23
RMI:415Risk Management: Life and Health Insurance 23
ACCT:330Contemporary Federal Taxation 2,33
Total Hours24