Gatton College of Business & Economics

Financial Planning

Undergraduate Certificate

69K

average salary for graduates with similar degrees

2,374

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Program Summary

FALL 2021
Application Dates: 07/1/2021
Start Dates: 08/23/2021
SPRING 2022
Application Dates: 11/15/2021
Start Dates: 01/10/2022
COST AND CREDITS
Credits required: 18
Cost per credit: $582.00

Cynthia Vines

Associate Professor

Von Allmen School of Accountancy

Gatton College of Business & Economics

859-257-4675

  • UC
Retool for a new career in less than 12 months! This online certificate program is the first offered in the Lexington area. Students who successfully complete the program are eligible to sit for the CFP Certification Exam, an essential step in preparation for a career as a financial planning professional.  

Program Summary

FALL 2021
Application Dates: 07/1/2021
Start Dates: 08/23/2021
SPRING 2022
Application Dates: 11/15/2021
Start Dates: 01/10/2022
COST AND CREDITS
Credits required: 18
Cost per credit: $582.00

Course Schedule
 

  • ACC 356     Financial Planning for Professionals 
  • ACC 357     Tax Planning for Financial Planning Professionals 
  • FIN 357       Investment Planning 
  • FIN 358       Risk, Insurance and Retirement Planning 
  • ACC 457     Estate Planning 
  • FIN 359       Capstone: Financial Plan Development 

See here for when these course are offered during the year.
This program has been approved by the Certified Financial Planner (CFP) Board of Standards as a CFP Board Registered Program, and fulfills the Education requirements for the CFP Certification Exam. Please note that a college degree is required to take the exam.

Imagine Your Future

Personal Financial Advisors

Personal financial advisors provide advice to help individuals manage their finances and plan for their financial future.

Source: Bureau of Labor Statistics | Click the link for more info.

Median Salary

$89,330

per year in 2018

Number of Jobs

263,000

in 2018


Federal Financial Aid and Certificate Programs

Please note that federal financial aid is not available for certificate programs, but other financial resources may be available on the Financial Aid page.


Contact

Cynthia Vines

Associate Professor

Von Allmen School of Accountancy

Gatton College of Business & Economics

859-257-4675

State Authorization & Licensure

If you plan to complete a University of Kentucky online program while living outside of Kentucky, you should check the Out-of-State Students page to determine if the University of Kentucky is authorized to provide this program in your state of residence. If you plan to use the degree to seek licensure, you should also determine if the degree meets the educational requirements for licensure in your state.