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Family Financial Planning

Graduate Certificate: Certified for Success.

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Financial planners are increasingly in demand as Americans seek advisers to help manage their income, assets and debts. The Family Financial Planning 18-credit certificate equips you for a career serving individuals, families and small businesses. and private clientele or corporations and insurance firms. Upon completion, you will be qualified to sit for the Certified Financial Planner® Certification Examination. You will also receive background information for taking the Certified Housing Counselor (CHC) Certification Examination. Set your own direction while enhancing your personal finance knowledge.

SDSU's Family Financial Planning certificate program is the first and only CFP® Board-Registered program in the state. Only graduates of CFP® Board-Registered programs are eligible to take the certification examination.

Is this program for you?

This program will be a good fit if you:

  • Have strong communication skills (written, oral and interpersonal)
  • Enjoy working with numbers
  • Are an analytical thinker
  • Are inquisitive by nature
  • Like to solve problems

Job Opportunities

  • Financial Analyst
  • Financial Consultant
  • Financial Planner
  • Estate Planner
  • Retirement Planner
  • Insurance Specialist
  • Real Estate Agent

Advance to the next level with a Master's in Family Financial Planning

For career advancement opportunities, graduate certificates are valuable for gaining credentials at the graduate-level and possibly continuing onto a master's program. All credits earned in this certification program will transfer directly into the fully-online Family Financial Planning master's program. Learn more about Family Financial Planning.

GPIDEA Partnership

This program is offered through SDSU's partnership with the Great Plains Interactive Distance Education Alliance (GPIDEA). Collaborative, multi-institutional online programs expand and diversify your educational opportunities. Courses led by instructors from partner universities and interactions with geographically-dispersed students will broaden your perceptions and knowledge. Learn more about GPIDEA

Program Contact

Kathryn Morrison
School of Health and Consumer Sciences
Phone: 605-688-5932

SDSU GPIDEA Coordinator

Aimee Maher
Phone: 605-688-4154

SDSU Graduate Admissions

Phone: 605-688-4181

Note: Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. This title may be used only by individuals who complete the CRP Board's initial and ongoing certification requirements.

South Dakota State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM title and CFP (with flame logo)® certification marks. CFP® Certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.