May 22, 2024  
Undergraduate Catalog 2024-2025 
Undergraduate Catalog 2024-2025

Financial Planning and Services Certificate

The Financial Planning and Services Certificate focuses on providing a strong foundation in personal financial planning theories and skills in demand from financial planning professionals. The courses included are grounded in the holistic approach to financial planning that includes investment management, personal income tax planning, insurance planning, retirement planning and employee benefits, and estate planning. The capstone course puts all of these elements together in a case study format giving the student a real-world experience.

Certificate Requirements

Students must complete at least nine semester hours of the certificate with Columbia College. A basic knowledge of accounting is required, so ACCT 281 or equivalent, is a prerequisite for most courses in this certificate.

Total Semester Hours: 18