Personal Financial Advisor Certification
Personal Financial Planning Undergraduate Certificate
Help others achieve their financial goals by exploring financial products and how they work, while learning the role of family in financial decisions.
Have a head for business and a heart for people? Personal financial planning can set you on the path to an exciting career helping people meet their financial goals. This certificate is designed to prepare professionals who want to be Certified Financial Planners and sit for the CFP® Exam after completion of the program. The seven required courses will cover all content areas of the examination and provide you with the knowledge to successfully achieve this certification.
*This estimate is for illustrative purposes only. This number is for the in-person undergraduate rate and does not include any course, department or college fees; online fees; and also my vary depending on your transfer hours, course choices and your academic progress.
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If you're ready to become a student at K-State Olathe, complete the application documents in the link below. We're here if you have questions.
Program Details
Personal Financial Planning is a rapidly growing field and a necessary personal skill in today’s complex financial market. This program offers financial planning courses that satisfy CFP® Board’s education requirement for the CFP®/CERTIFIED FINANCIAL PLANNER® certification.
The CFP® is the most prominent credential in the financial advice industry with clear education, exam, ethics and experience requirements. Currently, students earning B.S., M.S. and Ph.D. programs complete this requirement, so this certificate will provide an additional path for learners to sit for their exam.
At least 15 of the required 21 credit hours must be completed at Kansas State University.
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