Course Overview!

The Certificate in Financial Planning at Auburn University provides a comprehensive introduction to personal financial planning. Students gain expertise in analyzing and advising on all aspects of personal finance, aligning with the Certified Financial Planner Board of Standards. The curriculum prepares students to take the CFP certification exam and pursue careers in the financial planning field. The program covers core areas of personal financial planning, equipping students with the knowledge and skills needed to excel in the profession. It provides a strong foundation in various financial planning components, from consumer finance and tax planning to estate planning, retirement planning, and investment strategies. The program is designed to provide practical skills and knowledge to prepare students for entry-level positions in the financial planning industry.

Course Structure

The certificate program consists of several core courses covering essential aspects of personal financial planning. Students will delve into consumer financial planning, estate planning and philanthropy, consumer tax planning, retirement and benefits planning, risk and insurance, consumer financial management applications, and investments. Each course provides a detailed exploration of the subject matter, building upon the knowledge gained in previous courses. Students must achieve a minimum grade of 'C' in all courses to successfully complete the certificate program. The program is designed to provide a balanced curriculum that encompasses all key aspects of the financial planning profession.