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The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework requirements and an experiential component, is designed to differentiate students seeking to position themselves for potential career opportunities within the financial services industry and/or acquire personal skillsets for financial planning and wealth management. 

Course Requirements

• Complete four courses (listed below) with a minimum grade point average of 2.7 in those four courses.
  • Required courses
    • FNCE 3820 – Principles of Personal Financial Planning and Insurance
    • FNCE 2830 – Personal Investment Management
  • Select two of the following three courses
    • ACCT 3440 – Income Taxation of Individuals
    • FNCE 3040 – Retirement Planning
    • FNCE 3060 – Estate Planning

Experiential Activities

• Complete an experiential component (activity needs to be pre-approved by the babyÖ±²¥app director of the certificate program)
• Complete a two-to-three-page reflection paper, which documents your overall experience, and meet with the certificate program’s babyÖ±²¥app director for the exit interview. 

Apply for Admission

You can confirm your declaration of intent by completing this application: 

[button url="https://leeds.qualtrics.com/jfe/form/SV_4TPgnJF567w6XPM" color="blue"]Declaration of Intent[/button]

Email the certificate program babyÖ±²¥app director Harry Starn (harry.starn@colorado.edu) if you have any questions about this certificate program.