This option is offered within the following major(s):

• Business (MSB) - College of Business

Also available at OSU-Portland.

This option gives current wealth management professionals a graduate credential and qualify them to seek the Certified Financial Planner designation. Financial Planning focuses on the individual and the discipline around wealth management, tax, estate, retirement, and insurance planning. The role of the financial planner is to both understand the goals and resources of a client and to plan and communicate options for the client to achieve these goals. At many levels, the financial planner is tasked with aiding clients to form a realistic understanding of their economic condition and prospects and to aid in maintaining and building their clients’ economic standing.

Option Code: 2068

• Conduct research or produce some other form of creative work.
• Demonstrate mastery of subject material.
• Conduct scholarly or professional activities in an ethical manner.

 Option Code: 2068