Certified Financial Planner Credential

Certified Financial Planner Credential

Credits Available

  • Estate Planning (3 credits, lower division level)
  • Fundamentals of Financial Planning (3 credits, lower division level)
  • Investment Management (3 credits, lower division level)
  • Retirement Planning and Employee Benefits (3 credits, lower division level)
  • Risk Management (3 credits, lower division level)
  • Tax Planning I (3 credits, lower division level)

Dates Valid

September 2007 through January 2013

Issuing Agency

Certified Financial Planner Board of Standards, Inc.

Applying for the Credit 

Submit a Credential Credit Application to apply for the credit.

  • Charter Oak students: Log into the Acorn Student Portal and look in Student Self-Service / Student Forms.
  • Non-Charter Oak students: Contact the PLA Office to request a Credential Credit Application.