Personal Financial Advisor Certification

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Personal Financial Planning Undergraduate Certificate

Personal Financial Planning Undergraduate Certificate

Start a new career with the wealth management industry's leading credential to earn more while doing the work you love.

The Personal Financial Planning Undergraduate Certificate is a career transition pathway for those with a bachelor’s degree in any field. The certificate's seven courses prepare you to enter the wealth management space and earn its most prominent credential: CERTIFIED FINANCIAL PLANNER® (CFP®).

The CFP® credential is a gamechanger in the personal financial planning profession. It shows clients you have the proper education, ethics and experience — and greatly increases your upward career trajectory and earnings. As a CFP® certified personal financial planner, you'll help clients achieve their financial goals through holistic financial planning and family-oriented decision-making.

The seven courses in this program satisfy the CFP® Board's education requirement for the CFP® certification exam and equip you with the knowledge and tools necessary to pass the exam and start a new career in personal financial planning.

$353.37 per credit hour*

21 credit hours

Scholarships available

*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. See fees and other tuition expenses.

Ready to Apply?

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.

Apply to K-State Olathe

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Have Questions?

Connect with Rachel, our student success coach for this program. She can answer your questions about the application process, classes, scholarships, careers and more.

Schedule with Rachel

Careers

Demand is high and increasing for the complex field of personal financial planning as the industry continues to grow and management of personal finances becomes increasingly important.

The average starting salary for a CERTIFIED FINANCIAL PLANNER® is $50,000 - $80,000

Graduates of the personal financial planning program are prepared for various careers, including:

Curriculum

Courses can be completed at the K-State Olathe campus or with a combination of online courses.

Courses (21 credits)

PFP 305 - Advanced Personal Financial Planning (3 credits)
PFP 460 - Retirement Planning Concepts (3 credits)
PFP 462 - Personal Investment Concepts I* (3 credits)
PFP 464 - Estate Planning Concepts (3 credits)
PFP 466 - Personal Risk Management and Insurance Planning (3 credits)
PFP 472 - Personal Income Tax Concepts (3 credits)
PFP 595 - Capstone in Personal Financial Planning (3 credits)

*Course has prerequisites.

See the full course catalog for this program.

Program Advantages

Kansas City is national hub for wealth management firms with more than 300 firms located in the area. Because of this and the university's strong alumni connections to these firms, K-State Olathe students get direct exposure to these firms and local professional organizations while in the classroom.

Other advantages include:

A 100% career placement rate in the field.
Immediate use of concepts and skills in your work environment.
Multiple events with industry partners and outside firms that promote networking, knowledge of industry and professional development.
Scholarships.
No out-of-state tuition.
Access to a mentorship program.
A student success coach who will work with you from inquiry to graduation and can answer questions about academic programs, enrollment, scholarships, financial aid, university resources, remind you of upcoming academic deadlines, help you with food insecurity and more.
Convenient location off K-7 and College Boulevard.

Program Features