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Certified Financial Planner Credential

Credit Recommendations

  • 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

Effective Dates 

September 2007 through January 2013

Issuing Agency

Certified Financial Planner Board of Standards, Inc.

Applying for the Credit

If your credential was issued or valid during the validity period, or effective dates, for the credit recommendation, then you're eligible to apply for the credit. 

  • Consult with your Academic Advisor regarding the applicability of the credit to your degree plan.
  • Contact the PLA Office or the Registrar to apply for the credit.