Nov 21, 2024  
2024-2025 University Catalog 
    
2024-2025 University Catalog

Personal Financial Planning Certificate


(SIMS Code: 226601)

The purpose of this program is to provide a strong educational basis for persons desiring careers in the field of personal financial planning. Two categories of students are admitted: Matriculated students who have been admitted to an upper division Fowler College of Business major and nonmatriculated students who work in the financial services industry, who may take the courses on a space-available basis.

This certificate is a program registered with the Certified Financial Planner Board of Standards, Inc.

The adviser for the certificate is Dr. David Nanigian, Department of Finance. All course units may be used for business majors where applicable. Courses in the certificate may not be counted toward the minor.