Currently, there are no prerequisites or admissions process for the UMKC Cerficate in Financial Planning programs; however, a general knowledge of finance terms and an understanding of financial planning issues are desired.
Additional requirements of the program include:
- Computer and Internet access
- Proficiency with a financial calculator (calculator training workshops are available).
- All coursework must be completed with a minimum grade of "C" or better.
Certificate of Completion
Students who successfully complete all the courses will be awarded a Certificate of Completion from University of Missouri at Kansas City.
Please note: Beginning January 1, 2007, candidates for CFP® certification must earn a bachelor's degree prior to holding the CFP® certification. For students enrolling January 1, 2012 or later, the financial planning presentation course will be required. For more information about CFP® certification please visit: http://www.cfp.net.
If you have any questions about the program or the application process please call Tusha Kimber at 816-235-5773 or send her an email to blochCFP@umkc.edu.