Financial Planning Graduate Certificate

Available on the Corvallis campus and via Ecampus.

This graduate certificate is designed to help prepare students with an undergraduate degree for careers in financial planning and wealth management. The curriculum includes coursework required by the CFP Board.

Course List
Code	Title	Hours
Required
BA 540	CORPORATE FINANCE	3
FIN 542	INVESTMENTS	3
FIN 550	FUNDAMENTALS OF FINANCIAL PLANNING	4
or FIN 551	INSURANCE PLANNING AND TAX PLANNING
FIN 552	FINANCIAL PLANNING II	3
FIN 553	FINANCIAL PLANNING III	6
MRKT 588	PERSONAL SELLING	4
Total Hours		23

Major Code: CG16

Plan of Study Grid
Fall		Hours
FIN 542	INVESTMENTS	3
FIN 551	INSURANCE PLANNING AND TAX PLANNING	4
	Hours	7
Winter
FIN 552	FINANCIAL PLANNING II	3
	Hours	3
Spring
FIN 553	FINANCIAL PLANNING III	6
	Hours	6
Summer
BA 540	CORPORATE FINANCE	3
MRKT 588	PERSONAL SELLING	4
	Hours	7
	Total Hours	23

Academic Catalog

Financial Planning Graduate Certificate

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