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FINANCIAL PLANNING PROGRAM

Our Financial Planning Emphasis within the Consumer and Community Studies major as well as our Undergraduate and Professional Certificates are registered  with the Certified Financial Planner Board of Standards. The programs meet 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/

Which option is right for you?

Major in Consumer and Community Studies with Financial Planning Emphasis

The option is great for students seeking their Bachelor's degree. It is a short major with many online and evening class options. Click on the link below to see the major requirements.

Consumer & Community Studies major with Financial Planning Emphasis requirements

Undergraduate Certificate in Financial Planning

This option is meant for students who are seeking their first Bachelor's Degree but have already chosen a major other than Consumer and Community Studies with the Financial Planning Emphasis. Click on the link below for the program requirements, and to initially register with the certificate program.

Undergraduate Certificate in Financial Planning requirements

Undergradute Certificate in Financial Planning initial registration form

Professional Certificate in Financial Planning

This program is specifically for individuals who have already obtained a Bachelor's degree. Click on the link below for more information.

Professional Certificate in Financial Planning information

The Financial Planning Emphasis program is also affiliated with the Personal Money Management Center (PMMC) at the University of Utah. Please visit PMMC’s website for more information about their mission : http://personal-money-management.utah.edu.

For any questions please contact an academic Advisor:

Advising

Financial Planning Association

University of Utah Chapter

Join the University of Utah Chapter of the Financial Planning Association (FPA) to have the opportunity to meet with financial planning professionals and discuss networking, resumes, and service opportunities. The current chapter president is Micheal O'Brien.

Student chapter members are encouraged to join FPA of Utah (utahfpa.org), which has a special discount for its student members. A membership with FPA of Utah provides benefits designed to help students succeed in internships and education, in addition to access to an online career center.

For more information email Zhou Yu (zhou.yu@fcs.utah.edu) for more information.

Last Updated: 3/22/17