The Financial Planning Track prepares students to counsel individuals on personal financial matters and family businesses. This curriculum is a registered program with the Certified Financial Planner Board of Standards Inc., enabling students who complete it to sit for their certification examination. UMSL does not award the CFP® and CERTIFIED FINANCIAL PLANNER™ designation. The right to use the marks CFP and Certified Financial Planner is granted by the CFP Board to those who have met its rigorous educational standards, passed the CFP certification examination, satisfied a work experience requirement, and agreed to the CFP Board Code of Ethics and Professional Responsibility. Only persons registered with the CFP Board are permitted to sit for the CFP® certification examination. CFP certificates and licenses are issued only by the CFP Board. Students must complete the following courses:

  • ACCTNG 3441: Income Taxes
  • FINANCE 3520: Investments
  • FINANCE 3560: Practice of Personal Fin Planning
  • FINANCE 3561: Principles of Insurance
  • FINANCE 3563: Retirement Planning and Employee Benefits
  • FINANCE 3564: Estate Planning and Trusts
  • FINANCE 3565: Seminar in Financial Planning

Students who are interested in the CFP certification should consult: