Certificate in Financial Planning at University of Utah

University of Utah

United States of America, Salt Lake City

University Rank:#540

University of Utah offers the Certificate of Financial Planning as a full-time degree delivered on campus at its main campus in Salt Lake City, United States of America. Taught in English and completed over 1 year, the program equips students with the theoretical knowledge and practical skills required for financial planning and related professional fields. The next available intake begins on August 22, 2027.

About Certificate in Financial Planning

As people reach retirement age, buy homes, or invest in stock, they look to those with financial planning expertise for assistance in making sound financial decisions. With the University of Utahs Financial Planning program, you will be equipped to become a Certified Financial Planner (CFP) and formulate individualized financial plans for your clients to follow. Financial plans allow people to wisely manage their money, determining the best ways to spend and save. The University of Utahs Financial Planning program is registered with the Certified Financial Planner Board of Standards, allowing students who meet the CFP Boards education requirement to sit for the CFP Certification Examination. The curriculum covers topics such as compliance, investment, retirement, risk management, insurance, taxes, and estate planning, with the end goal of being able to form working financial plans for clients to follow. With a growing demand for qualified personal financial planners, now is the time to become a Certified Financial Planner professional: recruiters and prospective employers recognize CFP certification as the most desired designation in this growing field.

Requirements and Admission Criteria for Certificate in Financial Planning at University of Utah

Entry Requirements

Rigorous course selection throughout high school career (i.e. Honors, AP, IB, and Dual/Concurrent Enrollment courses)
Grade trends
Cumulative unweighted GPA
Excellence in academic achievement, intellectual pursuits, and creative endeavors
Satisfactory completion of all high school core course requirements

*New Admissions Criteria: The University of Utah is Test Optional for freshman applications for Fall 2022 admission. ACT/SAT scores are not required for admission, merit scholarships (including department scholarships), or direct admission programs (including Engineering). Freshman applications to the University of Utah for Fall 2022 will be evaluated using a holistic review process that takes into consideration factors such as a student’s high school GPA, course rigor, etc. To find out more click here.

Students admitted prior to high school graduation must complete their senior year satisfactorily and have a final high school transcript sent for review. Likelihood of admission may also depend on the quality of the applicant pool and University enrollment goals.

If you do not meet the above requirements, it is likely you will not be admitted. Consider attending another regionally accredited college or university and reapply after you have 30 semester or 45 quarter transferable credits with at least a 2.6 GPA.

Some applicants not meeting the admission standards may be considered for admission on an exception basis if their special talents or diversity enhances the institution's life and character.

English Requirements

IELTSMin 6.5
TOEFLMin 80

English Program Requirements

You can use this chart as a reference to help you understand the ways you can most effectively provide proof of English proficiency based on the type of application you are submitting.

Please note: Associate, Bachelor’s, Master’s, or Doctoral degrees must be earned from a regionally-accredited U.S. college or university and be completed within two years of submitting your application and paying the application fee.

Career Opportunities after Completing Certificate in Financial Planning

If you want to network with other financial planning professionals and gain career skills, be sure to join the Us chapter of the Financial Planning Association. Upon completion of the program, students will be eligible to sit for the CFP Certification Examination. This, in tandem with the Financial Planning coursework completed at the U, will fulfill two of the four requirements to become a CFP professional. In addition to opening the door to a career as a certified financial planner, this certificate can also prepare you for work as a financial representative, banker, accountant, manager, or human resources specialist.

Tuition and Fee Information for Certificate in Financial Planning at University of Utah

How to Apply for Certificate in Financial Planning at University of Utah

Apply for admission by submitting the Common Application. Be sure to fill out the application completely, as it will be used to determine admissibility. Once an application has been started, you will be able to save and continue at any time until submitted. After you have submitted your application, changes cannot be made. For more information on the Common Application, you can find the Common App guide for first time students here.

Required Documents

- Transcripts (mark sheets, school records, grades) for secondary school (9-12). Official English translations must be provided if the transcripts are only in the native language.

- We require official transcripts. We will however accept unofficial copies of transcripts for any schools outside of the U.S. to complete your application. Please note that we will require official copies of your transcripts should you be admitted. Unofficial transcripts can be sent to us directly at [email protected].

- Before starting classes at the University of Utah, students must submit an official copy of their secondary school transcript and proof of graduation directly to the Office of Admissions.

- If you have taken the GED exam in place of a high school diploma, please have your official GED scores sent directly from the GED website.

- Official printed transcripts can be dropped off in a closed envelope sealed with adhesive at the International Admissions service window in the Student Services Building (SSB) or mailed to:

         The University of Utah
         International Admissions
         201 South 1460 East, Room 250s
         Salt Lake City, UT 84112 USA

*Please do not send official international transcripts via email or fax as they will not be accepted as official.

- If your international school uses the following electronic transcript services they will be considered official:
         Credentials Solutions
         Parchment/Naviance
         National Student Clearing House
eScrip-Safe
Scoir

*When requesting your transcripts using any of these services please use this email [email protected].

Certificate in Financial Planning at University of Utah

University of Utah

United States of America, Salt Lake City