College of Business and Economics


Business Administration

Financial Planning Certificate Preparation

Business Administration majors may pursue the following opportunity at CBE. This 18-unit sequence offers the additional academic course work needed to qualify to take the CFP® Certification Examination and provides entry-level access to the field of financial planning. Students electing the Financial Planning Certification Preparation within the Business Administration major must also complete a concentration or track to meet major requirements.

(18 units)
Course NumberCourse Name
ACCT 361 Tax Accounting I (3)
FIN 333 Investments and Securities Analysis I (3)
FPLN 341 Fundamentals of Financial Planning (3)
FPLN 343 Insurance and Risk Management (3)
FPLN 441 Retirement Planning and Employee Benefits (3)
FPLN 443 Estate Planning (3)



College of Business and Economics
Stephens Hall, Room 218

Phone: 410-704-3342
Fax: 410-704-3664



 

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