Family Financial Planning Certificate

Location(s): Brookings Main Campus

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Program Coordinator/Contact

Nicole Klein, Associate Director
Axton Betz-Hamilton, Associate Professor
Ness School of Management and Economics
Harding Hall 100
605-688-4141

Program Information

Family financial planning is an emerging area with job opportunities in areas related to insurance, real estate, investments, retirement, tax and estate planning. Financial planners are increasingly in demand as Americans seek advisers to help manage their income, assets, and debts.

Course Delivery Format

Courses will generally be delivered face-to-face with select courses offered online.

Certificate Requirements

FIN 531 - Family Investment Planning Credits: 3
FIN 532 - Family Insurance Planning Credits: 3
FIN 533 - Family Estate Planning Credits: 3
FIN 534 - Family Retirement Planning Credits: 3
FIN 535 - Family Tax Planning Credits: 3
FIN 539 - Family Financial Planning Capstone Credits: 3

Total Required Credits: 18

Notes

Students without a background in financial planning should take FIN 500 - Fundamentals of Family Financial Planning .

Additional Admission Requirements

TOEFL: 71 Internet-based
TOEFL Essentials: 7.5
IELTS: 6.0
Duolingo: 100

Additional Information

Students enrolled in SDSU certificate programs are not eligible for federal student financial aid. The non-federal alternative loan programs may be used for students meeting the lender criteria as found at www.sdstate.edu (search alternative loans). For further information, please contact the SDSU financial aid office at 605-688-4695 or finaid@sdstate.edu.