Certificate in Personal Financial Planning

Our students are well-prepared to help individuals and families reach their financial goals.

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is available to undergraduate students who are not already pursuing a business administration degree on the personal financial planning track.

  • Acquire personal skill sets for financial planning and wealth management.
  • Examine concepts of personal investment management, including regulations of securities markets, personal trading accounts, investment strategies and more.
  • Broaden your employment possibilities with additional knowledge and skills gained from a certificate.

Learn from the No. 18 best public undergraduate business program in the country.

(U.S. News & World Report, 2024)

Connect with one of our 1,000+ professional mentors through the country’s largest undergraduate mentorship program.

Be successful.

Be prepared for a successful career in the finance and insurance industry.

 

Students studying finance at the Leeds School of Business go on to work for employers like Fidelity Investments, Goldman Sachs, Wells Fargo and Deloitte.

 

94% of business graduates from CU Boulder say their degrees were necessary or helpful to get their current positions. 

(Office of Data Analytics, 2020–24)

 

Personal financial planning is projected to grow 17% from 2023–33, about four times faster than the average for all occupations. 

(U.S. Bureau of Labor Statistics, 2025)

Academic Plan & Requirements

This program is available to undergraduate students who are not enrolled in the personal financial planning track. The certificate does not allow eligibility to sit for the CFP® Certification Examination. 

Students must complete 12 credit hours, including two required courses and two electives, in addition to an experiential learning activity, personal reflection and exit interview. 

Students can declare for this certificate by completing the online application. Once declared, the faculty director will reach out.

Community & Involvement

We offer students many opportunities to network with peers and faculty, further their studies and get the most out of their undergraduate experience.