Certified Financial Planning Track

A professional designation is an important indicator of the knowledge and quality of a finance professional. One of those designations is the Certified Financial Planner (CFP). The CFP is an important designation for students interested in working in financial planning and wealth management. To achieve this designation, a candidate must first pass the CFP exam.

Before a student can take the CFP exam, they must first complete a set of courses from a program approved by the CFP Board. The Certified Financial Planning track (detailed below) in the undergraduate finance program at the Lindner College of Business is such an approved program. In addition to the required core Finance major courses, someone seeking a CFP focus must take the following 15 semester credit hours of electives. All of these electives count toward the Finance major except ACCT 3072.

We offer a Financial Planning sub-plan in Catalyst which allows you to officially join this track which means your completion of the track will appear on your transcripts and it makes it easier for us to track who is in the program and verify your completion of the program to the national CFP Board. Please contact your academic advisor to register for the sub-plan.