Financial Planning Certificate

The financial planning certificate is available to all students not already pursuing a concentration in financial planning. A minimum of twelve semester hours must be taken at Coker, including the Financial Planning Capstone course. Financial Planning is the process of managing a client’s entire financial portfolio through professional advice. A financial planner is an advisor that helps individuals and businesses manage their financial goals and strategies for short- or long-term success.

Requirements

Financial Planning Certificate Requirements

PE 230Outdoor Education

3

BUS 314U.S. Taxation

3

BUS 321Principles of Financial Planning

3

BUS 322Risk Management & Insurance

3

BUS 323Retirement & Estate Planning

3

BUS 324Investment Analysis & Planning

3

BUS 420Financial Planning Capstone

3

Total Credit Hours: 18