University of Kentucky®
Undergraduate Certificate in Financial Planning
Further your career as a financial planning professional! This online program can be completed within a 12 month period. Upon completing this program you will be eligible for the CFP Certification Exam. The UK certificate is open for non-degree students, current UK undergraduate or graduate students from any major, current CPAs or other working professionals interested in pursuing financial planning as a career.
At a Glance
Fall 2024
Spring 2025
Summer 2024
Credits and Tuition Cost (2023-2024)
Format
Request Information
Undergraduate Certificate in Financial Planning overview
What You'll Learn
You will learn how to effectively manage personal and family finances by understanding budgeting, savings, and investment strategies. You'll gain insights into assessing and minimizing risks, creating retirement plans, and making informed decisions about insurance and estate planning. Additionally, the course will cover concepts like tax optimization, debt management, and the importance of setting achievable financial goals.
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.
Course Examples
- ACC 356 Principles for the Financial Planner
- ACC 357 Tax Planning for Financial Planning Professionals - OR - ACC 407 Principles of Taxation
- FIN 358 Risk, Insurance and Retirement Planning
- ACC 457 Estate Planning
- FIN 357 Investment Planning
- FIN 359 Financial Plan Development (Capstone)
How to Apply
Application Requirements
Admissions Criteria
Standard undergraduate admission requirements apply.
- Must have completed 60 credit hours of undergraduate coursework.
Deadlines
Fall 2024
Spring 2025
Summer 2024
Media
Gatton College of Business and Economics Accreditation
The Gatton College of Business and Economics is accredited by the Association to Advance Collegiate Schools of Business. Accreditation by AACSB has been earned by less than 5% of the world's business programs and demonstrates a commitment to ongoing continuous improvement to ensure that the institution will continue to deliver the highest quality of education to students.
Distance Learning
Licensure & Authorization
Where you live matters when completing distance education activities. If you will live outside of Kentucky while completing your program, please check the Distance Learning Authorization & Licensure page to confirm that the program can be offered in your state or country, and if relevant, that it meets professional licensure requirements in your state. Please note: Admission and enrollment in a fully-online program can NOT lead to the issuance of a J-1 or F-1 student visa.
AUTHORIZATION & LICENSURE INFO
Student Support
Once you become a student, you will have access to a wide variety of academic support services to maximize your success. These services are available completely online to meet the needs of our online students.
Why UK Online
Flexible schedule
