Certified Financial Planning Emphasis

Consumer & Community Studies | CFP Course Requirements | CCS Careers

Our Certified Financial Planning® Emphasis within the Consumer and Community Studies major is a registered program with the Certified Financial Planner Board of Standards. The program meets specific criteria set forward by the CFP® Board for educating individuals who wish to fulfill the Education component for obtaining CFP® certification. Individuals who meet the CFP® Board’s education requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the Education and Examination components completes two of the four core prerequisites to obtain CFP® certification. The other two components are Experience and Ethics.

For more information regarding the CFP® certification process, please visit http://www.cfp.net/

The CFP Financial Planning Emphasis is affiliated with the ASUU Personal Money Management Center (PMMC). Please visit PMMC’s website: www.asuupmmc.utah.edu

Courses

Our CFP® educational program consists of six courses, the first five of which are online:

FCS 3500 Consumer and Family Finance, online
FCS 5510 Investment and Life Insurance Planning for Families, online
FCS 5520 Retirement Planning for Families, online
FCS 5530 Income Tax Planning for Families, online
FCS 5540 Estate Planning for Families, online
FCS 5550 Financial Planning Capstone, in-class

For additional course requirements for the CFP® Financial Planning Emphasis within the Consumer and Community Studies major please click here. For more information, please contact FCS undergradute academic advisor:

Jenny Stout
jenny.stout@fcs.utah.edu
(801) 581-6521

Financial Planning Association

University of Utah Chapter

Join the University of Utah Chapter of the Financial Planning Association to have the opportunity to meet with financial planning professionals and discuss networking, resumes, and service opportunities. The annual membership fee is $35. A membership with FPA provides benefits designed to help students succeed in interships and education, in addition to access to an online career center. This is a new organization and leadership positions are available.

For more information, click here or email Lori Taylor (lgbtaylor@hotmail.com) for more information.