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.