Skip to main content

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.