Certificate in Financial Planning
The Certificate in Financial Planning is designed to provide a strong educational background for post-baccalaureates who are pursuing careers in the financial services industry. While NKU does not certify individuals to use the CFP® CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo®) certification marks, students who earn this certificate will have completed the educational requirements required to sit for the CFP exam.The Certificate in Financial Planning along with all associated pre-requisites, is registered with Certified Financial Planner Board of Standards Inc. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements. CFP Board Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo®), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Students enrolled in this certificate program must meet all course pre-requisites except class standing and certification. Students with a business degree who are seeking this certificate may have already completed some of the requirements below, in which case they will be waived.
Pre-Requisite Course:
- ACC 200 Principles of Accounting I - Financial
- ACC 201 Principles of Accounting II - Managerial
- ECO 200 Principles of Macroeconomics
- ECO 201 Principles of Microeconomics
- STA 212 Statistics for Business Application - I
- FIN 305 Principles of Finance
Certificate Program Courses:
- FIN 205 Personal Financial Management
- ACC 320 Tax Planning
- FIN 355 Principles of Risk Management and Insurance
- FIN 385 Financial Planning Process and Estate Planning
- FIN 345 Investments and Security Analysis
- FIN 445 Retirement Planning and Employee Benefits