College of Business
Personal Financial Planning
Certificate
Certificate in Personal Financial Planning
The Personal Financial Planning Certificate is designed to help you start on the path to pursue a career in financial planning.
This program is aligned with the Certified Financial Planner (CFP) Board's standards and is designed to be taken alongside other College of Business specializations and majors. Upon completion of this certificate, you will have taken more than half of the courses required to take the CFP® exam. As one of only two institutions in the Pacific Northwest to specialize in Personal Financial Planning, a credential from CWU can provide distinction and boost your career prospects within the financial industry.
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Finance & Supply Chain Department
Shaw-Smyser 413
Built for You
What You'll Study
Academic Catalog | Finance and Supply Chain Management Department Website
Courses
- ACCT 251 - Financial Accounting
- ACCT 301 - Accounting Skills for Non-Accounting Majors
- ACCT 303 - Tax Planning for Personal Finance
- ACCT 340 - Income Tax Accounting I
- PFP 310 - Introduction to Financial Planning
- PFP 440 - Estate Planning
- PFP 450 - Insurance and Risk Management
- PFP 460 - Retirement Planning
- PFP 475 - Financial Planning Investments
- PFP 480 - Financial Planning Capstone
Built for You
Our certificate program is built for a wide range of students, welcoming both students currently pursuing their degrees and non-matriculating students who are seeking to broaden their knowledge. Regardless of your educational background, the Personal Financial Planning Certificate program at CWU provides a pathway to help you succeed.
National Shortage
A major shortage of PFP programs nationwide is resulting in a significant shortage of new professionals entering the field. Our graduates can not only enjoy streamlined paths to employment, but extremely competitive compensation packages as well.
Unique to CWU
CWU’s Personal Financial Planning programs are the only programs of their kind in Washington state and some of very few offered in the Pacific Northwest.
Communication is Key
The ability to communicate complex topics at a level appropriate to the intended audience is essential in this profession. Skillsets developed in this degree are primarily focused on written and verbal communication skills.
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Why Study Finance and Supply Chain at Central?
- Our small class sizes allow for more personalized attention from faculty, creating a collaborative and supportive learning environment
- Through internships, case studies, projects, and access to industry-standard datasets, tools, and software, you’ll gain hands-on experience that prepares you for the job market
- CWU has strong connections with local, regional, and national employers and can help connect you with various companies in finance, banking, and corporate sectors
