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 Administration Undergraduate Programs
http://www.uakron.edu/cba/uadvising * (330) 972-7042 * CBA 260
The following information has official approval of the Department of Finance and the College of Business Administration, but is intended only as a guide. Completion of this minor 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.
This Graduation Planning Summary (GPS) is based on the term you declare your certificate & expires in 5 years. Requirements can be subject to change. Students should meet with an academic advisor and check DPR to review academic progress and determine course sequencing each semester. Please see the CBA advising website for specific Admission criteria for the College of Business.
College of Business Administration Policies for Certificates:
- Complete all certificate requirements prior to graduation.
- Earn a 2.0 GPA in all certificate 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 CBA.
- Declare the certificate in the Business Undergraduate Advising Office, CBA room 260.
Summary
| Code | Title | Hours |
|---|---|---|
| Required Courses | 24 | |
| Total Hours | 24 | |
Required Courses
| Code | Title | Hours |
|---|---|---|
| 6400:300 | Introduction to Finance (non-Bus majors) 2 | 3 |
| or 6400:301 | Principles of Finance | |
| 6400:332 | Foundations of Financial Planning | 3 |
| 6200:410 | Taxation for Financial Planning (Fall only) 3 | 3 |
| 6200:330 | Contemporary Federal Taxation 3,4 | 3 |
| 6400:341 | Contemporary Investments (non-Bus majors) | 3 |
| or 6400:343 | Investments | |
| 6400:415 | Risk Management: Life and Health Insurance 3 | 3 |
| 6400:417 | Retirement Planning 3 | 3 |
| 6400:432 | Seminar in Financial Planning 3 | 3 |
| Total Hours | 24 | |
| 2 | Students admitted to the College of Engineering with 48 credit hours completed are not required to take 6200:250 Spreadsheet Modeling & Decision Analysis. |
| 3 | Must be admitted to 4 year degree granting major. |
| 4 | 6200:321 Financial Reporting and Analysis I, the corequisite for 6200:330 Contemporary Federal Taxation, can be waived for Financial Planning Certificates. |