This program is perfect for...
- Those in related fields, such as bankers, CPAs, trust officers, and attorneys, who want to deepen their skills in personal financial planning
- People already in the field of personal finance looking for advanced certification
- Individuals seeking advancement and updated skills in personal finance management
- Students who are interested in becoming personal financial planners
What you can learn.
- How recent financial upheavals and legislation impact personal financial planning professionals
- Qualitative and quantitative methods used to make financial-planning decisions
- Principles of investment analysis, portfolio management, and capital markets
- Ethical issues confronting financial professionals
Students must take a minimum of 4 courses in Personal Financial Planning or as many as nine for the concentration in Personal Financial Planning. Courses must be numbered X 1-199 or X 400-499.
Candidates must complete 36 units of coursework within the academic disciplines of Management. A minimum of 4 courses (16 units) must be in Personal Financial Planning. The remaining 5 courses can be any management courses of your choice numbered X 1-199 or X 400-499.
Estimated Cost Breakdown
Application & Candidacy Fee
Estimated Program Tuition
Estimated program textbook/materials
Estimated Total Cost
*The Application & Candidacy fee establishes your candidacy in the program for a period of time covering normal progress toward completion and may allow you to access a variety of program benefits. See our website or speak to a program representative for more information about candidacy and program benefits.
Visa Requirement Applicable
VA Benefit Eligible
The U.S. Department of Education requires colleges and universities to disclose certain information for any financial aid eligible program that, “prepares students for gainful employment in a recognized occupation”. This information includes program costs; occupations that the program prepares students to enter; occupational profiles; on time completion rate; and for the most recent award year: the number of students who have completed the program, the number of students who complete the program within the estimated duration, the job placement rate, and the median Title IV and private loan debt incurred by those who complete the program. For gainful employment information for this program, visit our Financial Aid page.