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Personal Financial Planning

The courses in this program are designed to give you the skills to analyze and provide advice on all areas of financial planning including investment management, income taxation, insurance/risk management, employee benefits, retirement and estate planning. Download a brochure. pdf (394 KB)

Advance your career with a certificate program

Learn about the Personal Financial Planning Certificate Program. This program meets Certified Financial Planner Board of Standards, Inc., educational requirements to qualify for the CFP® Certification Examination.

Courses open for enrollment

Sort By:
COURSE TITLE sort descending START DATE(S) ENROLL
Fundamentals of Personal Financial Planning   January 13 button
Employee Benefits in Personal Financial Planning   January 21 button
Personal Financial Planning Certificate Program Information Session   March 9 button
Wealth Management   March 30 button

Online Class = online course

Courses not currently scheduled

Find a course you're interested in? Get on the notification list and we'll email you when it's offered again.

COURSE TITLE NOTIFY ME
Estate Planning button
Income Taxation in Personal Financial Planning button
Investing in Income-Producing Real Estate button
Investments in Personal Financial Planning button
Personal Financial Planning Career Night button
Personal Financial Planning Internship button
Principles of Financial Analysis button
Risk Management in Personal Financial Planning button