Program Summary
Fall 2023
Spring 2024
Summer 2023
Credits & Tuition Cost (2023-2024)
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Program Summary
Fall 2023
Spring 2024
Summer 2023
Credits & Tuition Cost (2023-2024)
Course Schedule
- ACC 356 Financial Planning for Professionals
- ACC 357 Tax Planning for Financial Planning Professionals
- FIN 357 Investment Planning - OR - ACC 407 Principles of Taxation
- 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 money and plan for their financial future.
Source: Bureau of Labor Statistics | Click the link for more info.
Admissions Note
Undergraduate Admissions may accept applications beyond the published application date. Please contact Undergraduate Admissions for additional information.
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
Gatton College of Business & Economics
859-257-4675
Students Residing Outside of Kentucky
If you will live outside of Kentucky while completing your program, please check the Out of State Student page to confirm that the program can be offered in your state, and if relevant, that it meets professional licensure requirements in your state.