Nov 09, 2024

2020-2021 Undergraduate Catalog

2020-2021 Undergraduate Catalog [NOTE!!!! THIS IS AN ARCHIVED CATALOG. FOR THE CURRENT CATALOG, GO TO CATALOG.NIU.EDU]

Financial Planning (15)

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This certificate is designed for any major interested in preparing for a career in financial planning. Based on the Certified Financial Planner curriculum, this certificate will cover major financial planning areas: Personal Finance, Insurance, Investment, Retirement Planning, Estate Planning, and Financial Plan Development.

Admission

Admission to the certificate program is competitive based on GPA and is consistent with the limited admission standards for the finance major and minor. To earn the certificate, students must have a grade of C or above for each required course. All certificate courses must be completed within four academic years. No transfer credits may be applied toward the certificate.

Interested students should apply no later than the beginning of their final semester prior to graduation. Applications are available in the Department of Finance.

Required courses

FINA 315 - Personal Investing and Finance Credits: 3
Available for General Education credit in the Society and Culture Domain.
FINA 326 - Insurance Principles Credits: 3
FINA 340 - Investments Credits: 3
FINA 427 - Retirement and Estate Planning Credits: 3
FINA 429 - Financial Planning Case Studies Credits: 3