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Personal Financial Planning

Personal Financial Planning

The certificate program is helpful for Finance professionals seeking to stay relevant in their field or to expand their skills or previous degree. The certificate is available on ground. To be eligible for the certificate, students must have a bachelor's or master's degree.

Upon completion of the courses listed, the student will be eligible to sit for the CFP® certification exam. For requirement information: www.cfp.net.

The Personal Financial Planning certificate consists of seven graduate-level courses:

  • FIN 502 Theory of Financial Planning
  • FIN 503 Investment Planning
  • FIN 525 Risk Management
  • FIN 580 Financial Planning Applications and Case Study
  • TAX 535 Basic Income Tax and Income Tax Planning
  • TAX 536 Employee Benefits and Retirement Planning
  • TAX 537 The Tools and Techniques of Estate Planning

Finance Student Organizations: Walsh College Finance and Economic Club

  • Open to all undergraduates and graduates, the Finance and Economic Club has no fees or requirements to join
  • Club activities include certification seminars, economic club luncheons, R.I.S.E forum, and a tour of the Detroit Federal Reserve Bank
  • Members will enjoy networking with industry professionals and fellow students, keeping current with the jobs market, resume experience and internship opportunities with local firms
  • Learn more at http://www.walshcollege.edu/fec

Gainful Employment Disclosure Statement
Occupations in which graduates typically find employment after completing the Personal Financial Planning Certificate include Personal Financial Advisors.  Further information on occupations may be found at http://online.onetcenter.org/crosswalk/ and entering the SOC code of 13-2052.   The normal time frame for completing the certificate is 7 semesters.  Of the 11 students enrolled in the certificate program during the 2010-11 academic year, 1 completed the certificate in the normal time frame.  We estimate that tuition and fees would total $12,992 and books and supplies would total $1,281.  The median loan amount for the students who completed this certificate program was 0.

DEGREE AND
CERTIFICATE PROGRAMS

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Express admissions, register for classes, and meet with an advisor.
Call 1-800-WALSH-01 or email admissions@walshcollege.edu

Walsh College is accredited by The Higher Learning Commission of the North Central Association of Colleges and Schools (www.ncahlc.org; phone: 312-263-0456). Specific degree programs are accredited by the Accreditation Council for Business Schools and Programs (ACBSP, www.acbsp.org) and the International Assembly for Collegiate Business Education (IACBE, www.iacbe.org).

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Walsh College of Accountancy and Business Administration is not affiliated with Walsh University