Personal Wealth Management and Financial Advising, UCRT
Requirements for Students Matriculating in or before Academic Year 2026-2027. Learn more about University Academic Regulation 3.1.
A student may not have a grade lower than "C" and must maintain a grade-point-average of 3.0 over all courses applicable to this certificate.
Total Hours: 18
| Code | Title | Hours |
|---|---|---|
| Required Courses | ||
| FIN 4223 | Investments | 3 |
| ACCT 4073 | Tax Planning for Financial Professionals | 3 |
| FIN 3613 | General Insurance | 3 |
| FIN 4023 | Retirement and Employee Benefit Planning | 3 |
| FIN 4033 | Estate Planning | 3 |
| FIN 4233 | Financial Planning Capstone Course | 3 |
| Total Hours | 18 | |