At which campus can I study this program?
Program Description
This certificate provides an introduction to personal financial planning and includes the areas of insurance, taxes, investments, retirement planning and estate planning.
What is Financial Planning?
Financial planners are professionals who help individuals and businesses to reach their investment goals. Penn State Behrend’s certificate in Financial Planning is a registered program with the Certified Financial Planner Board of Standards and fulfills the coursework requirement for the CFP Board’s CFP certification program.
You Might Like This Program If...
You are an Accounting or Finance major who aspires to a financial planning career.
Program Requirements
To earn an undergraduate certificate in Financial Planning, a minimum of 18 credits is required.
| Code | Title | Credits |
|---|---|---|
| Prescribed Courses | ||
| ACCTG 310 | Federal Taxation I | 3 |
| FIN 330 | Personal Financial Planning | 3 |
| FIN 420 | Investment and Portfolio Analysis | 3 |
| FIN 430 | Estate Planning | 3 |
| FIN 450 | Retirement Planning | 3 |
| FIN 491 | Financial Planning Capstone | 3 |
Prerequisites Required
| Code | Title | Credits |
|---|---|---|
| FIN 301 | Corporation Finance | 3 |
Certificate Learning Objectives
- Communication: Students will be able to 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.
- Financial Plan: Students will be able to 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.
- Strategy Development: Students will be able to 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
100 Innovation Blvd
Suite 225
University Park, PA 16803
814-863-3283
advising@worldcampus.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.
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
Erie, PA 16563
814-898-6107
behrendbusiness@psu.edu
https://behrend.psu.edu/school-of-business
World Campus
BLACK SCHOOL OF BUSINESS
281 Jack Burke Research and Economic Development Center
Erie, PA 16563
814-898-6107
behrendbusiness@psu.edu