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Student ID:__________________________ Student Name:_______________________ Adviser Name:_______________________ Bulletin: 2026-2027 Undergraduate Bulletin Program: Financial Planning Certificate Minimum Credits Required:__________________

Financial Planning Certificate

Romain College of Business >> Accounting and Finance department 

12 hours

This certificate offers students the requisite background for careers in financial planning, advising, and wealth management.

Undergraduate Certificate Requirements

  • Credit hours earned for a certificate may be applied toward another degree program.
  • A minimum of 6 credit hours toward the certificate must be completed at the University.
  • Coursework taken more than 4 years before the certificate is awarded may not be applied toward certificate requirements.
  • Students earning an undergraduate certificate are not eligible to participate in commencement exercises, but the credential will be added to their official transcript record.

Required Courses (9 hours)

Course NameCredits:Term TakenGradeGen Ed
ACCT 311 - Introduction to Federal Income Taxation
Term(s) Offered: Fall, Spring		 Credits: 3
FIN 352 - General Principles of Financial Planning
Term(s) Offered: Fall, Spring		 Credits: 3
FIN 433 - Principles of Investments
Term(s) Offered: Fall, Spring		 Credits: 3

Elective (3 hours)

Choose one course

Course NameCredits:Term TakenGradeGen Ed
BUAD 499 - Business Professional Practice  (3 hours, must be related to financial planning)
Term(s) Offered: Fall, Spring, Summer		 Credits: 1-3
FIN 341 - Risk and Insurance
Term(s) Offered: Irregularly offered		 Credits: 3
FIN 443 - Investment Fund Management
Term(s) Offered: Fall, Spring		 Credits: 3
FIN 499 - Finance Internship  (3 hours, must be related to financial planning)
Term(s) Offered: Fall, Spring, Summer		 Credits: 1-3
MKTG 344 - Personal Selling
Term(s) Offered: Irregularly offered		 Credits: 3
Notes:





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