Family Financial Planning – Graduate Certificate

Family Financial Planning

Family financial planning is a rapidly growing industry in need of rising leaders. Individuals who can help successfully manage personal wealth now and for the future are in high demand.

Summary

The family financial planning online programs prepare you to work in the growing financial planning field. A master’s in family financial planning from Iowa State University allows you to have diverse career specializations in areas like real estate and community education. You will also gain the skills necessary to work in the following environments:

  • Companies such as banks, insurance companies, and brokerage firms
  • Employee benefits and pension departments of all types of corporations
  • Your own personal practice, with your own clientele

Diverse career specializations

Insurance
Real estate
Investing
Retirement planning
Personal taxation
Financial counseling
Community education

Interested in learning about job opportunities for certified financial planners? Learn about them on the Certified Financial Planner job board.

University partnerships

Iowa State University is a member of Great Plains Interactive Distance Education Alliance (GP IDEA), a consortium of universities that have come together to offer fully online degree programs. Family Financial Planning through Iowa State University and the partnership of Great Plains IDEA means you interact with leading faculty nationwide.

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 GP IDEA, all students pay universal tuition. For more information, visit the GP IDEA website.