Kickstart your career in financial services. Our flexible undergraduate certificate programs are designed for adult learners, career changers, and students entering or returning to higher education who want to build career-ready skills.
This certificate program gives you a practical introduction to the skills and concepts associated with careers in the financial services industry. With a focus on real-world relevance and foundational skill-building, courses in this program provide the contextual knowledge you need to enter the business sector and enhance your ability to help clients navigate financial concerns.
Adult learners, career changers, and students entering or re-entering higher education. This flexible program offers career-aligned and time-efficient education that helps you achieve your professional and academic goals.
An Undergraduate Certificate in Financial Services.
Beyond building career-ready skills and earning a certificate from the College for Financial Planning® , you may be able to transfer your credits toward an undergraduate degree. Students should check with their college or university.
Select three courses from four options, allowing you to focus on areas that align with your interests and goals.
MATH110: Math for Financial Services (3 credit hours)
This course provides foundational mathematical skills tailored to real-world financial services. Students will develop confidence with financial problem-solving through budgeting, interest calculations, credit analysis, taxation, and investment scenarios. The course prepares learners to communicate financial decisions using accurate quantitative reasoning aligned with ethical practices in client advising.
COMM120: Communication for Financial Services (3 credit hours)
This course provides students with the foundational skills needed to communicate effectively and professionally in financial services environments. Students will develop the ability to write professionally, speak clearly, and navigate workplace and client interactions with confidence and ethics. Special emphasis is placed on explaining financial information in ways that are accessible and relevant to diverse audiences.
PSYC130: Psychology of Money (3 credit hours)
This course introduces students to key psychological concepts that influence financial behavior. Topics include brain and behavior, emotions and risk, decision-making shortcuts, money beliefs, peer pressure, and mental health. Students will explore how their own financial attitudes develop and reflect on ways to improve their financial wellness. No prior background in psychology or finance is required.
SOCI240: Finance and Social Change (3 credit hours)
This course bridges financial literacy and social systems thinking to help students understand how financial decisions influence community and global well-being. It supports foundational skills in social science reasoning, data interpretation, and ethical application—preparing learners to analyze and communicate how finance can serve as a mechanism for social change and sustainable development.
Not Finding What You're Looking For?
