Program checklist · Certificate

Financial Planning

Pennsylvania State University-Penn State DuBois · DuBois, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program

Award: Certificate
Credential class: ceterms:Certificate
Credits (computed from items): 21
Catalog edition: 2026
Checklist type: degree-program

Identifiers

IPEDS UNITID: 214740
CourseShelf checklist: CK_214740_d09144e9
CollegeTransfer.Net: Institution Transfer Profile
Source: CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Program Requirements

0 items

Prescribed Courses

6 items

ACCTG 310
Federal Taxation I
Not resolved to a course
3
FIN 330
Personal Financial Planning
Not resolved to a course
3
FIN 420
Investment and Portfolio Analysis
Not resolved to a course
3
FIN 430
Estate Planning
Not resolved to a course
3
FIN 450
Retirement Planning
Not resolved to a course
3
FIN 491
Financial Planning Capstone
Not resolved to a course
3

Prerequisites Required

1 item

FIN 301
Corporation Finance
Not resolved to a course
3

Source. Pennsylvania State University-Penn State DuBois, catalog 2026 — https://bulletins.psu.edu/undergraduate/colleges/behrend/financial-planning-certificate/. Captured page pages/0271.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.