The Financial Planning and Investment Certificate program is tailored for individuals interested in the business side of financial planning and investments. Students will grasp finance terminology and articulate themselves analytically, employing concepts such as time value of money, liquidity analysis, profitability analysis, and equity management. They will also learn to utilize investing tools to assess investment suitability and craft a personal income statement and balance sheet to best prepare them for various careers in finance. Program Learning Outcomes: Upon completion of this program, students will be able to understand the terminology of finance and express themselves analytically using time value of money concepts, liquidity analysis, profitability analysis, and equity management concepts; be able to apply the tools of investing to determine the appropriateness of an investment; and be able to develop and prepare a personal income statement and balance sheet.

Students interested in pursuing a Bachelor's degree, should meet with an academic and/or transfer counselor to discuss transfer requirements.

To explore major-related career information, click on the Career Profile link.

  Certificate Program Map