Online
Program Available
Undergraduate Certificate
Program Type
Total Credits
21
Affordability
Private School Education At State School Prices
Why Study Personal Financial Planning?
The Personal Financial Planning certificate prepares you for a meaningful career helping people make life-changing financial decisions. Park’s Undergraduate Certificate in Personal Financial Planning provides the specialized knowledge needed to manage investments, plan for retirement, address tax and estate issues, and reduce financial anxiety for clients. Park University’s certificate program is tailored for those who already hold a bachelor’s degree and want to complete the coursework required to sit for the CFP® Exam.
What You’ll Learn
- In the certificate in personal financial planning program, you will complete a curriculum registered with the Certified Financial Planner® (CFP) Board.
- You’ll study essential topics including individual income tax, investment planning, employee benefit and retirement planning, estate planning, insurance and risk management, financial management, and ethics through the capstone course.
- With this certificate program in personal financial planning you will build your knowledge sequentially, culminating in a comprehensive financial plan.
- Learn from faculty of experienced, credentialed financial planners.
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Dr. Adrian James
Interim Dean, College of Management
Associate Professor of Management
adrian.james@park.edu
Tuition & Fees
Park University offers a transparent and student-focused approach to tuition and financial aid. Our tuition structure is designed to be competitive and manageable, and our financial aid counselors are available to guide you through every step of the process. From understanding your cost breakdown to exploring funding options, we ensure that financial planning is clear, personalized, and aligned with your educational journey.
Admission Requirements
Park University’s undergraduate certificate programs are designed to help you build targeted skills without committing to a full degree. To apply, you’ll need a high school diploma or equivalent and meet standard undergraduate admission requirements. Each certificate includes a set of specialized courses, and to earn the certificate, you’ll need to maintain a 2.0 GPA and complete at least 50% of the program coursework at Park to meet the residency requirements. Whether you’re enhancing your resume or exploring a new field, we’re here to support your journey.
Visit Admissions Policies and Procedures to learn more about admission requirements at Park University.
Personal Financial Planning Career & Future Opportunities
This certificate fulfills the education requirement for the CFP Exam and offers a fast-tracked path into financial planning, advising, and related careers. Potential roles include:
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According to the U.S. Bureau of Labor Statistics, personal financial advisor jobs are projected to grow faster than average in the coming decade. Park graduates have gone on to work with firms such as Creative Financial, Schwab, and Fidelity.
*General salary and employment outcomes vary by geographic area, previous work experience, education and opportunities for employment that are outside of Park University’s Control. The labor market and average salary range can be explored further at the U.S. Bureau of Labor and Statistics.
FAQs: Personal Financial Planning Certificate
This certificate satisfies the educational requirement for the CFP Exam. Graduates with a certificate — or a financial planning degree — often move into financial advising, portfolio management, retirement and estate planning, or risk management roles.
Each course is aligned with CFP Board standards and builds toward a comprehensive capstone experience where you design a financial plan — preparing you for both the CFP Exam and practical work in planning environments.
Yes. In fact, both our personal financial planning degree and certificate programs are offered fully online as well as on campus. Online students receive the same rigorous training as on-campus students in areas like retirement planning, estate management, risk mitigation, and financial analysis, all with the flexibility to balance other life commitments.
Courses are taught by Certified Financial Planners who bring real-world expertise into the classroom. With a curriculum directly aligned to CFP standards and a sequence that culminates in applied project work, you’ll graduate well prepared for both the exam and a growing financial career.
Ready To Take The Next Step?
Class Start Dates: Term Dates