Family Financial Planning
You know what’s next. Start building your expertise in family financial planning. Gain the skills to guide people toward financial security. Move closer to your master’s degree, one step at a time.
Mapping what’s next for your professional path
You’re ready for the next step toward professional success. The financial planning industry is expected to be one of the fastest-growing sectors for the next decade. With the family financial planning online certificate program at Iowa State University, you’ll get opportunities in top-tier banks, insurance firms, and even your own private practice. You can also use course credit from this program toward an online master’s in family financial planning from Iowa State. We’ll help you find ways to provide comprehensive financial assistance to families in the areas of:
- Estate and retirement planning
- Investment advising
- Insurance and risk management
- Basic cash flow and debt management
- Employee benefits and pension departments
- Tax planning
Get to your next. Enroll in Iowa State’s graduate certificate program in family financial planning.
Interested in learning about job opportunities for certified financial planners? Learn about them on the Certified Financial Planner job board.
Whatever is on your radar, know your next with Iowa State.
Collaborative Advantage of IDEA
Achieve your personal and professional goals through convenient, flexible, high-quality coursework you can complete anytime, anywhere. As a student in Iowa State University’s Family Financial Planning Graduate Certificate program, you will learn from expert faculty who bring real-life experience to the coursework and are committed to helping you transition your learning beyond the online classroom into your career.
The Family Financial Planning Graduate Certificate program is part of a consortium of universities connected through IDEA. While Iowa State University is your home university where you will apply, register for courses and receive your diploma, you’ll benefit from the diverse perspectives and unique strengths brought by classmates and expert faculty at partner universities.
Learn more about the IDEA program at Iowa State.
Admission Requirements
- Graduate College Requirements:
- 4 year Bachelor’s degree (or equivalent)
Academic Records/Transcripts
Minimum 3.0 GPA (Program may alter requirement.)
Proof of English Proficiency. - For specific program requirements and details about the application process, visit the Graduate College’s program webpage.
Credits
Total: 18 Credits
The Course Planner provides a list of courses and shows when they are traditionally offered.
Completion of this certificate will prepare you to sit for the CFP (Certified Financial Planner) examination.
Non-degree credits
You may take up to nine graduate credit hours as a non-degree-seeking student before being formally admitted to the program. If you are interested in taking courses as a non-degree student, please start by applying as a non-degree student through the Admissions Office (link to non-degree application) and contact gpideainfo@iastate.edu to schedule your courses once your application has been approved.
Tuition
As a member of IDEA, all students pay universal tuition. For more information, visit IDEA website.
IDEA Contacts
Gilda Figueroa
Campus Coordinator
2624 Howe Hall
515-294-7471
idea@iastate.edu
David Welshhons
Graduate Student Services Specialist
2624 Howe Hall
515-294-8789
idea@iastate.edu
Dr. Jonathan Fox
Faculty Adviser
1317 Palmer
515-294-6993
jjfox@iastate.edu
Take the next step
Anything is possible at Iowa State University with innovative academic programs, hands-on research opportunities, and globally recognized scholars to support you every step of the way.