2018-2019 General Catalog 
    May 24, 2018  
2018-2019 General Catalog

Financial Planning Certificate

Family and Consumer Studies
Alfred Emery Building 228

Minimum Certificate Hours: 21

Program Information

Our Certificate Program in Financial Planning is designed to educate future financial planners and fulfill the education component for obtaining CFP® certification. There is an acute shortage of young financial planners, according to CFP® Board. Financial planning jobs are expected to grow at a much higher pace than that of all occupations, according to the Bureau of Labor Statistics. The need for personal financial planning expertise is greater than ever.

Our program is registered with CFP® Board. The programs meet specific criteria set forward by CFP® Board for educating individuals who wish to fulfill the education component for obtaining CFP® certification. Individuals who meet the CFP® Board’s education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and examination components completes two of the four core prerequisites to obtain CFP® certification.

Admission Requirements

Matriculated University of Utah undergraduate student.

Students who wish to enroll may apply any certificate courses which they have already completed, providing that the grade earned for any such course is a C- or better. Students must fill out and submit the initial registration form of the certificate program, so that the student’s information can be registered at CFP® Board.

Graduation Requirements

Financial Planning certificate students are encouraged to take internships as part of the learning process.

Documentation of completion of coursework with grades should be submitted to the student advisor, so that the student can be recommended for CFP® Board.