Financial Planning, Certificate

Program Code: FINPLN_UCT

Program Requirements

To earn an undergraduate certificate in Financial Planning, a minimum of 18 credits is required.

Prescribed Courses
ACCTG 310Federal Taxation I3
FIN 330Personal Financial Planning3
FIN 420Investment and Portfolio Analysis3
FIN 430Estate Planning3
FIN 450Retirement Planning3
FIN 491Financial Planning Capstone3

Prerequisites Required

FIN 301Corporation Finance3

Certificate Learning Objectives

  1. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
  2. Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan.
  3. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.

Academic Advising

The objectives of the university’s academic advising program are to help advisees identify and achieve their academic goals, to promote their intellectual discovery, and to encourage students to take advantage of both in-and out-of class educational opportunities in order that they become self-directed learners and decision makers.

Both advisers and advisees share responsibility for making the advising relationship succeed. By encouraging their advisees to become engaged in their education, to meet their educational goals, and to develop the habit of learning, advisers assume a significant educational role. The advisee’s unit of enrollment will provide each advisee with a primary academic adviser, the information needed to plan the chosen program of study, and referrals to other specialized resources.

READ SENATE POLICY 32-00: ADVISING POLICY

Erie

Richard Hedderick
Assistant Teaching Professor of Finance
214 Burke
Erie, PA 16563
814-898-6435
rph132@psu.edu

World Campus

Undergraduate Academic Advising
301 Outreach Building
University Park, PA 16802
814-863-3283
advising@outreach.psu.edu

Career Paths

The certificate in Financial Planning can be pursued by students in most Black School of Business undergraduate degree programs. Penn State Behrend has a comprehensive support system to help you identify and achieve your goals for college and beyond. Meet with your academic adviser often and take advantage of the services offered by the Academic and Career Planning Center beginning in your first semester.

Careers

The certificate in Financial Planning offers you a foundational education in the areas of insurance, taxes, investments, retirement planning, and estate planning. It is excellent preparation for entry-level careers in personal and corporate finance.

MORE INFORMATION ABOUT POTENTIAL CAREER OPTIONS FOR GRADUATES WITH A CERTIFICATE IN FINANCIAL PLANNING

Opportunities for Graduate Studies

Adding a certificate to your major degree program demonstrates to graduate school admissions committees your commitment to interdisciplinary thinking.

MORE INFORMATION ABOUT OPPORTUNITIES FOR GRADUATE STUDIES

Professional Resources

Contact

Erie

BLACK SCHOOL OF BUSINESS
281 Jack Burke Research and Economic Development Center
5101 Jordan Road
Erie, PA 16563
814-898-6107
behrend-business@psu.edu

http://behrend.psu.edu/school-of-business

World Campus

BLACK SCHOOL OF BUSINESS
281 Jack Burke Research and Economic Development Center
5101 Jordan Road
Erie, PA 16563
814-898-6435
rph132@psu.edu

https://www.worldcampus.psu.edu/degrees-and-certificates/financial-planning-certificate/overview