Credit Recommendation
- Estate Planning: 3 credits, lower division level
- Fundamentals of Financial Planning: 3 credits, lower division level
- Investment Management: 3 credits, lower division level
- Retirement Planning and Employee Benefits: 3 credits, lower division level
- Risk Management: 3 credits, lower division level
- Tax Planning I: 3 credits, lower division level
Effective Dates
September 2007 through January 2013
Issuing Agency
Certified Financial Planner Board of Standards, Inc.