Personal Financial Planning Certificate of Specialization

The courses in this certificate will give students the background they need to succeed in future course work to become a financial planner and sit for the CFP® Board’s CFP® Certification Examination.

Program Learning Outcomes

• Understand the concepts and calculations needed to prepare a personal financial plan.

Recommended high school preparation

Coursework in Mathematics, English, and use of microcomputers, including spreadsheet and word processing applications.

University Transfer Program

Use Assist to identify lower division major preparation for Business and Accounting for the California State University and the University of California systems. For independent or out-of-state colleges and universities use their catalogs to locate this information. Transfer Services can assist you to gather this information.

Meet with a CSM counselor to discuss how to achieve academic goals and to develop a comprehensive student educational plan (SEP).

University Transfer Program
60-70 transferable units

California State University
University of California
Independent Colleges and Universities

For students who wish to transfer as a Business Administration major, refer to Business.

Program Overview

This certificate is designed to help students reach two goals:

• Learn the financial planning skills needed to develop a personal financial plan for one's own benefit.
• Provide the background to succeed in the future course work required to sit for the CFP® Board's CFP® Certification Examination. For more information about becoming a Certified Financial Planner (CFP®), visit the CFP Board at www.cfp.net.

Program Requirements