Family Financial Planning Certificate (Graduate)
Helping individuals and families achieve optimal well-being through financial planning and counseling.
Students pursuing a graduate certificate in family financial planning are interested in financial markets, financial decision-making and working with individuals to develop personal financial plans. The certificate focuses on insurance planning, investment strategies, income tax planning, retirement preparation and estate planning. Graduates are prepared to engage in a variety of careers such as financial planning, credit/financial counseling and financial coaching.
Is it for you?
This program will be a good fit if you:
- Want to help people improve their financial well-being.
- Like learning opportunities that apply to your own life.
- Enjoy learning about others and developing professional relationships.
- Would enjoy solving real-life problems that affect families and individuals.
- Enjoy working with numbers.
Career Opportunities
Explore possible career opportunities with this degree:
- Financial planner
- Financial advisor
- Financial counselor
- Portfolio manager
- Trust officer
- Insurance agent
- Financial consultant
