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View all Professional Development certificates.

Personal Financial Planning

Certificate Program in Personal Financial Planning

To view a program overview and all courses associated with this program, click the title above.

	Prerequisite Courses	Campus(es)	Status
	2730 Mathematics for Financial Planning	SANTA CLARA	Available
	4309 Personal Financial Planning, Survey	SANTA CLARA	Available

	Required Courses	Campus(es)	Status
	6310 Employment Benefits and Retirement Planning in Personal Financial Planning		Not Yet Available
	1743 Estate Planning		Not Yet Available
	3672 Income Taxation in Personal Financial Planning	SANTA CLARA	Available
	1556 Investments in Personal Financial Planning: Principles and Methods		Not Yet Available
	2040 Risk Management in Personal Financial Planning	SANTA CLARA	Available

	Also of Interest	Campus(es)	Status
	23100 Wealth Management	SANTA CLARA	Available

	Events	Campus(es)	Status
	13552 Financial Planning and Wealth Management Program Overview		Not Yet Available

	Practicum Course	Campus(es)	Status
	5129 Personal Financial Planning, Practicum	SANTA CLARA CUPERTINO	Available