Successful financial planning comes from being well-informed. Learn more about portfolio management, real estate, retirement and benefits strategies through fundamental and advanced courses in our Financial Planning Certificate.
The Finance Planning certificate emphasizes fundamental and advanced financial planning concepts, theories, and practices to promote well-informed personal financial decision making. Upon completion of this program, students will be able to examine the areas of personal finance planning, investment analysis and portfolio management, retirement and benefit planning, and insurance planning. Students will integrate advanced topics in financial planning through practical application.
