OHIO University Undergraduate Catalog 2014-15
[Archived Catalog]
Financial Planning Certificate Program |
Certificate code: CTFIPL
College of Business
Copeland Hall 201
Athens, OH 45701
Phone: 740.593.2055
Fax: 740.593.9539
finance@ohio.edu
www.cob.ohio.edu
Natalie Chieffe, certificate coordinator/contact person
Program Overview
This program prepares students for a career in personal financial planning. Students completing this program will be eligible to sit for the national CFP® Certification Examination administered by the CFP Board.
Admissions Information
Freshman/First-Year Admission
No requirements beyond University admission requirements.
Change of Program Policy
No selective or limited admission requirements.
External Transfer Admission
No requirements beyond University admission requirements.
Opportunities Upon Graduation
Graduates of this program may pursue entry level positions in financial planning at banks, insurance companies, investment firms, and financial planning firms.
Requirements
Certificate Hours Requirement
The financial planning certificate program requires a minimum of 27 hours.
Core Requirements
Complete the following courses:
- ACCT 1020 - Decision Making with Accounting Credit Hours: 3
- ACCT 3400 - Introduction to Federal Income Tax Planning Credit Hours: 3
- BUSL 2000 - Law and Society Credit Hours: 3
- FIN 3310 - Risk and Insurance Credit Hours: 3
- FIN 3410 - Investments Credit Hours: 3
- FIN 4100 - Personal Financial Planning Credit Hours: 3
- FIN 4110 - Retirement Planning Credit Hours: 3
- FIN 4120 - Estate Planning Credit Hours: 3
- FIN 4140 - Cases in Financial Planning Credit Hours: 3