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.


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.

Collaborative Advantage of IDEA

The Innovative Digital Education Alliance

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.


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 to schedule your courses once your application has been approved.


As a member of IDEA, all students pay universal tuition. For more information, visit IDEA website.

The Innovative Digital Education Alliance

IDEA Contacts

Gilda Figueroa
Campus Coordinator
2624 Howe Hall

David Welshhons
Graduate Student Services Specialist
2624 Howe Hall

Dr. Jonathan Fox
Faculty Adviser

1317 Palmer