Certificate in Family Financial Planning

The Family Financial Planning Certificate program prepares students for a career in helping people manage their money. Students will learn how to solve financial problems and acquire a thorough understanding of the financial issues impacting individuals and families. Courses in the curriculum are rigorous and meet the Certified Financial Planner^®Board of Standards education requirements, allowing students to sit for the Certified Financial Planner^® exam after completing the certificate.

Find out more information about the Certificate in Family Financial Planning, including how to enroll. Students must hold a bachelor’s degree to acquire the certificate. Undergraduate students who complete the coursework will receive the certificate upon graduation.

Specializations (or Careers)

Financial Advisor
Real Estate Planner
Wealth Manager
Investment Banker
Budget Analyst

Job Outlook

Financial planning is a career in demand. At a time when many Americans are reaching retirement age and many others are entering the workforce, the need for personal financial planning expertise is greater than ever. Demand for personal financial advisors is expected to grow much faster than the average for all occupations through 2024, according to the Bureau of Labor Statistics. Employment for financial advisors is projected to grow by 11,600 jobs through 2029.

Admission Requirements

The admission of students to the Family Financial Planning Certificate program is based on the general admission requirements of North Carolina A&T State University.

Program Requirements

Students take six online courses in financial planning, insurance planning, income tax planning, investment planning, estate planning and retirement planning, as well as a capstone course to provide real-world applications, all with a focus on families and individuals. Each course is three credit hours. All coursework is designed to be completed in four terms and fits easily into most schedules. Continuing work toward Certified Financial Planner^® certification after the coursework is completed is strongly encouraged.

View the curriculum guide.

Find out more about how to become a CFP® professional, including certification requirements, exam dates and instructions on creating an account.

Professional Licensure Disclosure

North Carolina A&T State University participates in the National Council for State Authorization Reciprocity Agreement (NC-SARA). Participation in NC-SARA allows the University to provide distance learning programs and coursework to residents of states and territories outside North Carolina. However, NC-SARA does not grant automatic reciprocity with other states or exempt N.C. A&T from the professional licensing requirements required by other states or territories.

If you reside outside of North Carolina and are interested in completing an online or distance-education program with North Carolina A&T State University that leads to a professional license or certification in your home state, it is imperative that you understand the regulations and requirements for your home state PRIOR to enrolling in any academic program.

N.C. A&T’s Certificate in Family Financial Planning program meets the state educational requirements for licensure or certification in North Carolina and is approved by the Certified Financial Planning Board (CFP). The program curriculum also meets state educational requirements for licensure or certification for the following states and territories.

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

For more information, contact the program coordinator or the Certified Financial Planning Board (CFP) about licensing in your state.

Contact Information

For program-related questions:

Valerie McMillan, Ph.D.
Department Chairperson
Department of Family and Consumer Sciences Education
College of Agriculture and Environmental Sciences
Email
336-334-7850

For assistance with the admissions process (for Undergraduate admission):

Office of Admissions
Email
800-443-8964

For online learning support and inquiries:

Extended Campus
Email
336-334-7810 or 888-498-6752 (Toll-Free)