Personal Financial Planning
Help Individuals Build a Strong Financial Future
PennWest University's Personal Financial Planning Certificate prepares you to help individuals and families make informed financial decisions throughout every stage of life. Through coursework in investments, taxation, retirement, estate planning and comprehensive financial plan development, you'll gain the knowledge needed to create effective financial strategies. The program is registered with the Certified Financial Planner Board of Standards, Inc., making graduates eligible to sit for the CFP® exam.
This program is for you if...
- You desire to become a financial planner or financial advisor.
- You're interested in investing, retirement and wealth management.
- You enjoy solving financial challenges for individuals and families.
- You want to prepare for the CFP® exam.
- You're looking to strengthen your finance or business credentials.
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XX Credits for AA
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XX Credits for BS
What You'll Study
You'll build expertise in personal financial planning through coursework in wealth building, investments, federal income taxation, retirement planning, estate planning and financial plan development. Along the way, you'll learn to analyze financial goals, evaluate investment strategies, manage financial risk and develop comprehensive financial plans that help clients achieve long-term financial success.
| Degrees, Certificates, Minors | Offered at... | |||
|---|---|---|---|---|
| California | Clarion | Edinboro | Global Online | |
| Personal Financial Planning, Certificate | Program Offered At This LocationBlended | Program Offered At This LocationBlended | Program Offered At This LocationBlended | Program Not Offered At This Location |
Meet Our Faculty
Our faculty are not just instructors; they are mentors, researchers, and industry professionals committed to providing an education grounded in real-world experiences and academic excellence. From engaging classroom discussions to hands-on experiential learning, our educators are here to support and inspire you every step of the way.
How You'll Learn
Complete the Personal Financial Planning Certificate through blended coursework at PennWest's California, Clarion or Edinboro campuses. You'll apply financial planning concepts through case studies, investment analysis, tax and retirement planning exercises, and comprehensive financial plan development while building the knowledge and skills needed for success in the financial services industry and eligibility for the CFP® exam.
What You'll Become
This certificate prepares you for careers in personal financial planning, wealth management and financial services. Because the program is registered with the Certified Financial Planner Board of Standards, Inc., graduates are eligible to sit for the CFP® exam, an important step toward becoming a Certified Financial Planner™ professional.
Career Paths
- Personal financial planning
- Financial advising
- Wealth management
- Retirement planning
- Estate planning
- Investment advising
- Financial consulting
- Banking
- Insurance planning
- Financial services
PennWest students compete in CFA Investment Research Challenge
Three PennWest University students recently stepped onto a regional stage to showcase their financial analysis and presentation skills at the CFA Society of Pittsburgh’s Investment Research Challenge.
How We'll Help You Succeed
At PennWest University, we prioritize your success and well-being from the moment you join our community. Our comprehensive student support system is designed to meet you where you are, offering personalized guidance, academic assistance, and emotional support to ensure you can fully focus on your studies and personal growth. Whether you're a first-generation college student, returning for further education, or navigating career changes, our dedicated faculty and staff provide the encouragement and resources you need to overcome challenges and thrive. With a wide range of services from tutoring and career counseling to mental health resources, PennWest stands by your side, empowering you to achieve your academic goals and prepare for a successful future. Join us at PennWest, where you're not just a student; you're part of a supportive family committed to helping you find your place in the world.
18 Credits
Complete the required coursework to become eligible for the CFP® exam.
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Affordable Programs
Tuition & FeesDiscover quality education that fits your budget with our affordable programs at PennWest.
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Success Coaching
Success at PennWestAchieve your academic goals with personalized guidance from our dedicated student success coaches.
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Post-Graduation Support
Life After PennWestWe're here for you even after graduation, providing support and resources to help you succeed in your career.