Family Financial Planning Undergraduate Certificate
This certificate is designed for current undergraduate students or working professionals who want to enhance their personal financial knowledge to become a financial advisor, planner or counselor; credit specialist; loan or mortgage officer; personal banker; insurance salesperson; or financial literacy instructor. We offer all of the courses needed to be prepared to sit for the CFP® exam, but the undergraduate certificate on its own does not grant certification.
This program builds your literacy in financial counseling, retirement planning and family financial planning to prepare you to create and deliver financial strategies and solutions for others.
Certified Financial Planner® Exam
Complete the education requirements in order to sit for the Certified Financial Planner® (CFP) exam. The journey to earning your CFP® certification begins with a solid education. There are two parts to the education requirement. The first part involves completion of a specific set of financial planning course content delivered by a CFP® Board Registered program. OSU’s Family Financial Planning program is approved as a CFP® Board Registered program. Upon completion of all courses, you will notify to the Financial Planning Board of Standards that you have completed your coursework through Oklahoma State University. Once your credentials are approved, you may sit for the CFP® exam, which is administered by the CFP® Board.
Accredited Financial Counselor® Exam
Complete the education requirements in order to sit for the Accredited Financial Counselor® (AFC) exam. OSU's Family Financial Planning program is an AFCPE® approved education program. Upon completion of the following six credit hours, you are eligible to sit for the AFC® exam:
- Financial Counseling
- Fundamentals of Family Financial Planning or Financial Health for Helping Professionals
Successful completion of this certificate program requires 18 credit hours (six courses) of undergraduate-level coursework on the OSU-Stillwater campus.
Required (18 credit hours):
- FFP 3813: Insurance Planning for Families
- FFP 3823: Retirement Planning for Families
- FFP 3833: Estate Planning for Families
- FFP 4813: Income Tax Planning for Families
- FFP 4823: Investment Planning for Families
- FFP 4933: Financial Planning Development Capstone
To apply for the certificate program, students must complete the OSU undergraduate admissions application. Currently enrolled OSU undergraduate students interested in the program should contact their academic advisor.