University of Kentucky®
Undergraduate Certificate in
Financial Planning
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PROGRAM DETAILS
FORMAT
TOTAL CREDITS 18
CREDENTIALS Certificate
COST PER CREDIT
$624.00
- UK Online
- All Programs
- Undergraduate Certificates
- Financial Planning
About this Program
Further your career as a financial planning professional! This online program can be completed within a 12 month period. Upon completing this program you will be eligible for the CFP Certification Exam. The UK certificate is open for current UK undergraduate or graduate students from any major, non-degree students, current CPAs or other working professionals interested in pursuing financial planning as a career.
Are you a current UK Campus student pursuing a bachelor's degree? This certificate program has no additional tuition/fee cost for full-time, on-campus bachelor degree seeking students. Just go to MyUK and click the "Major Change/Add" to add this certificate. If you have 60 hours earned or in progress, you are automatically admitted.
Designed For
This program is ideal for those interested in developing a deep understanding of personal finance and investment strategies to help individuals manage their financial futures. This program would suit individuals looking to pursue careers in financial advisory roles or enhance their existing expertise in financial management.
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Learn more about the Financial Planning online program.
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Fill out this form to be sent information on the Undergraduate Certificate in Financial Planning program, including deadlines, tuition, application requirements and more!
What You’ll Learn
You will learn how to effectively manage personal and family finances by understanding budgeting, savings, and investment strategies. You'll gain insights into assessing and minimizing risks, creating retirement plans, and making informed decisions about insurance and estate planning. Additionally, the course will cover concepts like tax optimization, debt management, and the importance of setting achievable financial goals.
This program has been approved by the Certified Financial Planner (CFP) Board of Standards as a CFP Board Registered Program, and fulfills the Education requirements for the CFP Certification Exam. Please note that a college degree is required to take the exam.
Career Stats
Course Examples
- ACC 356 Principles for the Financial Planner
- ACC 357 Tax Planning for Financial Planning Professionals - OR - ACC 407 Principles of Taxation
- FIN 358 Risk, Insurance and Retirement Planning
- ACC 457 Estate Planning
- FIN 357 Investment Planning
- FIN 359 Financial Plan Development (Capstone)
GOT QUESTIONS?
Schedule time to meet with a representative from UK Online to discuss your online learning options.
How to Apply
Admissions Criteria
Standard undergraduate admission requirements apply.
- Must have completed 60 credit hours of undergraduate coursework.
Application Requirements
Program Contact
Deadlines
Fall 2025
Spring 2025
Summer 2025
Why UK Online
Once you become a student, you will have access to a wide variety of academic support services to maximize your success.
Pay the same online tuition rate, no matter where you live.
Fit learning into your busy schedule with no prescribed class times.
Access supporting services and success coaches to help you succeed.
Ready to Take Your Next Step?
Our team is here to help you with the next stage of your journey. Reach out to us today!
Distance Learning Authorization & Licensure
Where you live matters when completing distance education activities. If you will live outside of Kentucky while completing your program, please check the Distance Learning Authorization & Licensure page to confirm that the program can be offered in your state or country, and if relevant, that it meets professional licensure requirements in your state. Please note: Admission and enrollment in a fully-online program can NOT lead to the issuance of a J-1 or F-1 student visa.
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