Certificate in Financial Planning
If you're seeking a program that will put you on track for a personally and financially rewarding career, preferably one with exponential growth potential and work-life balance, the Certificate in Financial Planning may be a perfect fit.
Financial planners help individuals and families manage their finances to achieve life goals, whether that be financing a dream home, planning for retirement, saving for a child's higher education. This in-demand profession is rapidly growing, it offers you the flexibility to work at firms big or small, or to chart your own path as an entrepreneur. The medium income of $89,000 reported for financial advisors by the Bureau of Labor Statistics.
The Certificate in Financial Planning will provide you with the foundation you need to pursue a financial planing career and obtain CFP® certification, the recognized standard of excellence for competent and ethical personal financial planning. CFP® certification sets you apart from the rest of the field and provides greater credibility in the eyes of potential clients or employers. In fact, CFP® professionals earn up to 80 percent higher median income than their peers without the designation.
The CFP® Board's certificate registration requirements mandate a minimum of 18 credit hours in the financial planning core topics, including 3 credits for the Financial Plan Development course (capstone). The Coastal Carolina Financial Planning Certificate includes six courses (3 credits each) that encompass the CFP® Board course requirements. These courses include:
ACCT 339: Individual Income Taxation
FIN 301: Principals of Finance (or CBAD 363)
FIN 402: Investment Analysis
FIN 442: Retirement and Estate Planning
FIN 463: Risk Management and Insurance
FIN 494: Case Studies in Financial Planning (Capstone)
For more information about the program, please reach out to your advisor or the Financial Planning Certificate program director, Blain Pearson, CFP® AFC® at bpearson@coastal.edu.
For additional information:
- Visit CFPPro.org to see videos and stories from real CFP® pros and why they chose a career in financial planning.
- Request a copy of the Professional Advantages of CFP® Certification guide to learn why the CFP® certification matters.