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 230 | Outdoor Education | 3 |
| BUS 314 | U.S. Taxation | 3 |
| BUS 321 | Principles of Financial Planning | 3 |
| BUS 322 | Risk Management & Insurance | 3 |
| BUS 323 | Retirement & Estate Planning | 3 |
| BUS 324 | Investment Analysis & Planning | 3 |
| BUS 420 | Financial Planning Capstone | 3 |
| Total Credit Hours: | 21 |
Total Credit Hours: 18