Personal Financial Planning

Program Name: 
Personal Financial Planning
Certificate Number: 

This certificate prepares individuals to apply principles of finance and accounting to financial planning, from the perspective of the individual and family unit. This certificate begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution.

This is a credit certificate
Offered at this College: 

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  • Program is part of a stackable pathway at this college. Click icon for career pathways rep.
  • Program transfers from this college to other institutions.* Click icon for college transfer info.
  • Program can be completed entirely online at this college.
*It is strongly recommended you secure the agreement with the institution you intend to transfer to.