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Personal Financial Planning

Personal Financial Planning

The certificate program is beneficial for finance professionals seeking to stay relevant in their field, to expand their skills, or to enhance their previous degree. The certificate is available on-campus. To be eligible for the certificate, students must have a bachelor's or master's degree.

Upon completion of the courses listed, the student will be eligible to sit for the CFP® certification exam. For requirement information: www.cfp.net.

The Personal Financial Planning certificate consists of six graduate-level courses:

  • FIN 503*  Investment Planning
  • FIN 525    Risk Management
  • FIN 580    Financial Planning Applications and Case Study
  • TAX 535   Basic Income Tax and Income Tax Planning
  • TAX 536   Employee Benefits and Retirement Planning
  • TAX 537   The Tools and Techniques of Estate Planning

    *Students may substitute FIN 521 Investments

Walsh College Finance and Economic Club

  • An optional club open to all undergraduates and graduates, the Finance and Economic Club has no fees or requirements to join
  • Club activities include certification seminars, economic club luncheons, R.I.S.E forum, and a tour of the Detroit Federal Reserve Bank
  • Members will enjoy networking with industry professionals and fellow students, keeping current with the jobs market, resume experience and internship opportunities with local firms
  • Learn more at http://www.walshcollege.edu/fec

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Meet with an advisor, have your transcripts evaluated, apply and register for classes.
Call 1-800-WALSH-01 or email admissions@walshcollege.edu

Walsh College is accredited by The Higher Learning Commission of the North Central Association of Colleges and Schools (www.ncahlc.org; phone: 312-263-0456). Specific degree programs are accredited by the Accreditation Council for Business Schools and Programs (ACBSP, www.acbsp.org) and the International Assembly for Collegiate Business Education (IACBE, www.iacbe.org).

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Walsh College of Accountancy and Business Administration is not affiliated with Walsh University