- Award:
- Certificate of Achievement
- Program location:
- Elkhorn Valley Campus, Fort Omaha Campus, Sarpy Center, online
This certificate provides students with practical experience in fields of personal investment strategies related to retirement planning, estate planning, and tax-advantaged investments. Upon completion of this program, potential employment opportunities exist with companies, government agencies, and nonprofit organizations in the financial services industry.
Graduation Requirements
| Requirement | Credit Hrs. |
|---|---|
| General Education | 18.0 |
| Major Requirements | 36.0 |
| Total Credit Hours Required | 54.0 |
General Education Requirements - 18.0* credit hrs.
| Courses | Credit Hrs. |
|---|---|
| English-Level I | 4.5 |
| Courses | Credit Hrs. |
|---|---|
| Humanities/Social Sciences | 4.5 |
| Courses | Credit Hrs. |
|---|---|
MATH 1410 Statistics
|
4.5 |
| Mathematics 1 | 4.5 |
*The general education requirement for this certificate program exceeds the minimum standard number of hours. For more information, contact Student Services.
1. MATH 1310 is recommended.
Major Requirements for Financial Planning - 36.0 credit hrs.
| Courses | Credit Hrs. |
|---|---|
| FINA 2200 Investments
|
4.5 |
| FINA 2209 Risk Management and Insurance
|
4.5 |
| FINA 2210 Financial Planning Principles
|
4.5 |
| FINA 2230 Business Finance
|
4.5 |
| FINA 2310 Income Tax Planning
|
4.5 |
| FINA 2320 Retirement Planning and Employee Benefits
|
4.5 |
| FINA 2330 Estate Planning
|
4.5 |
| FINA 2940 Financial Plan Development and Case Analysis
|
4.5 |
The Certificate of Achievement in Personal Financial Planning is a registered program with Certified Financial Planning Board of Standards Inc. For more information about the CFP® Certification, please contact Certified Financial Planners Board of Standards.
