Financial Planning Center at Appalachian State University

ASU's Financial Planning Certificate Program

In order to receive the Financial Planning Certificate at ASU, students must complete the following form and take it to the Department of Finance, Banking and Insurance Office (3075 Raley Hall) for verification and processing. This form cannot be processed until a grade has been received in each course listed below.

ASU's Financial Planning Certificate Form

To earn the Financial Planning Certificate at ASU, students must complete each of the following courses with a minimum grade of C- in each course.

FIN 3071 – Principles of Risk Management & Insurance

FIN 3780 – Estate Planning

FIN 3880 – Retirement and Employee Benefit Planning

FIN 3890 – Survey of Investments

FIN 4580 – Financial Planning

ACC 3580 – Individual Income Taxation