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Financial Planning Certificate Programs Offered at Appalachian State University

BOONE–Appalachian State University, through the finance and banking major in the Walker College of Business, has received approval from the Certified Financial Planner Board of Standards (CFP Board) in Denver, Colo., to offer two comprehensive study programs in the area of financial planning.

The programs are designed to provide students with one of the four requirements necessary to obtain CFP® certification. In addition to the educational requirement, candidates for CFP designation must also have three years of relevant work experience, successfully complete the CFP® Certification Examination, and exhibit the highest ethical standards.

In order to prepare students for a career in financial planning, Appalachian’s Department of Finance, Banking and Insurance has developed a curriculum that covers the knowledge base needed to participate in the field of personal financial planning and to successfully pass the CFP® exam. The financial planning curriculum covers the fundamentals of personal financial planning, risk management and insurance, estate planning, retirement and employee benefit planning, investments, and individual income tax.

Financial planning classes are offered two ways: through a BSBA degree program in finance, and a certificate program in financial planning. Currently, classes meet only at the Walker College of Business on the Appalachian campus in Boone.

After successful completion of either program, a student is eligible to apply for the CFP® Certification Examination. The exam assesses a candidate’s ability to apply financial planning knowledge, in an integrated format, to financial planning situations.

For additional information, write Dr. Ivan C. Roten, CFP®, Department of Finance, Banking and Insurance, ASU Box 32058, Boone, NC 28608, or call (828) 262-6943.