Family Financial Planning (Certificate)

Family Financial Planning

Certificate

Students in this specialization enhance personal financial knowledge, complete a master's degree and develop competencies that can lead to the Certified Financial Planner designation by the CFP International Board of Standards. The program focuses on the efforts of households to improve their economic well-being through effective use of resources, and on the economic and social systems that enhance or constrain these efforts. The degree prepares students for further graduate study or for work in human services, Cooperative Extension, the private sector or the public sector. This online financial planning curriculum lets you do course work when it's convenient for you. 

Careers

Insurance

Real Estate

Investments

Retirement

Tax and Estate Planning

The program was developed by Innovative Digital Education Alliance (IDEA), a consortium of ten Midwestern universities, including the University of Nebraska. You can complete the program through any of the participating universities. When you select the University of Nebraska, you will take classes from the other participating universities: Iowa State, Kansas State, Montana State, North Dakota State, and Oklahoma State University. Your credits from those institutions will be placed on your NU transcript.

Students in this program will:

  • Apply a systems approach in working with individuals and families relative to financial management
  • Integrate financial planning content areas (housing & real estate, insurance, investments, personal income taxation, retirement, and estate planning) into the development of financial plans and targeted financial planning recommendations that meet specific individual and family need sets
  • Effectively apply verbal, written, and graphic communication and presentation skills to client presentations
  • Synthesize and integrate complex and conflicting information sources into cohesive, defendable recommendations for clients
     

Application to this Program

Required materials:

 

  1. Unofficial Transcripts 
  2. English Proficiency (if your native language is not English) 
  3. Resume
  4. Statement of Professional Goals 

    In your Statement of Professional Goals, address the following: 

    1. What personal and/or professional experiences have led you to want to pursue a certificate in Family Financial Planning? 
    2. What are your professional goals and how will this degree help you achieve those? 
  5. Two Letters of Recommendation

    Letter of Recommendation Requirements:

    1. Letters from academic sources (e.g., faculty, academic advisors) are preferred.
    2. If you are within 3 years of obtaining an academic degree (i.e., BS/BA or MS/MA) then at least one letter must be from an academic source (faculty member, advisor, etc…)
    3. Other acceptable letters can come from professional sources (e.g., supervisor, colleague).

    4. Letters written on professional letterhead are preferred but all letters must contain the following:  date written, signature, and contact information (phone number and email) of letter writer

      NOTE: Letters from personal sources (e.g., family members, friends) are not appropriate. 

      Applications without these elements won’t be accepted.  

 

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Degree Requirements

Students may complete the certificate in one of two focus areas: Financial Planning or Financial Counseling.

Financial Planning: 
Financial Counseling:

Required Courses (12 credit hours):

Elective Courses (6 credit hours):

  • Choose 6 credit hours of Family Financial Planning elective courses.
     

Students wishing to receive a certificate while pursuing their Master's Degree should speak with their advisor.