Skip to Navigation

Learn About the Admissions Process 

Learn how to apply for admission to the UofM.

Schedule a Visit 

Tours offered weekdays at 9:30 am & 1:30 pm.

True Blue Tiger 

We want YOU to be a Tiger.

Scholarships and Financial Aid 

Apply for assistance and academic scholarships.

Undergraduate Applications 

Spring Deadline: Dec 15

Get an early start on your application.

Graduate Applications 

Step Up: Start a Masters or PhD today.

Law Applications 

Fall 2016 Deadline: Mar 16

Experience Memphis Law.

International Applications 

Spring Deadline: Dec 15

Receive a world-class education.



Register for classes or edit your schedule.

Student Services 

Experience college life beyond the classroom.

Student Organizations 

Get engaged. Get involved. Experience more.

Majors and Minors 

Find your calling with over 50 degree programs.

Course Schedule 

View class offerings for the current and upcoming terms.

Academic Calendars 

Mark your calendar for start days, breaks and final exams.

Academic Support Services 

Improve your academic success.

Lambuth Campus 

Advancing the University’s mission in West Tennessee.


eNews and Signup 

Stay up-to-date with the UofM.

Parent and Family Events 

Join us for events held just for you!


Have a question? We have answers!

Connect With Us 

We are here to help you help your student.

Scholarships & Financial Aid 

We can help your student attend the UofM.

Student Services 

Resources to help your student succeed.

Campus Card 

Add money to your student’s card for books and food.

Give to UofM 

Your gift to the Parent Fund makes the UofM a better place.


Join Now 

Be True Blue and join the Alumni Association.

Update Your Information 

Receive University updates and the Memphis magazine.

Clubs and Chapters 

Get involved and stay connected to the UofM.

Make a Gift 

Your contribution can make a difference.

Lambuth Chapter 

Lambuth Graduates: Reconnect with fellow alumni.

Upcoming Events 

Mark your calendar for these upcoming events.

Photo Gallery 

View annual collections of the Alumni Association Photo Gallery.


Stay up-to-date with Memphis Matters.


Veterans Resource Center 

Supporting the transition from military life to civilian life.

Veterans Benefits and Certifications 

Learn about Veterans Educational Benefits and Certifications.

Get Credits Toward your Degree 

Receive college credit for military experience, skills, and training.

Online Degree Programs 

Top provider of more than 50 online degree programs.

    University of Memphis
  Sep 25, 2017
2017-2018 Undergraduate Catalog

Financial Planner Certificate

Return to Fogelman College of Business and Economics Return to: Fogelman College of Business and Economics



The CFP® Certification Education Program Undergraduate Certificate (Financial Planner Certificate) allows students to petition to the CFP board regarding his or her completion of the CFP Board Educational Requirements and to sit for the Certified Financial Planner (CFP) exam. Students wishing to receive the Financial Planner Certificate must successfully pass: FIR 3410 , FIR 3710 , FIR 4011 FIR 4620 FIR 4870 , and ACCT 3510  . The Financial Planner Certificate is issued by the Department of Finance, Insurance and Real Estate and is not posted on the student’s transcript. The classes taken under this certificate program may also count as credit for any finance major.

Qualifications for either the Financial Analyst Certificate or the CFP® Certification Education Program Certificate (Financial Planner Certificate) may be met in either the FIR undergraduate programs or the FIR graduate programs.

Note:  For BBA students majoring in Finance with a concentration in Banking and Financial Services that wish to earn the Financial Planner Certificate, in addition to FIR 3710, 3720, 4710, 4720; the student must complete FIR 4011, 4620, 4870, and ACCT 3510.

Note:  For BBA students majoring in Finance with a concentration in Business Finance that wish to earn the Financial Planner Certificate, the student must complete FIR 3710, 3720, 4011, 4440, 4610, 4620, 4870, and ACCT 3510.


Return to Fogelman College of Business and Economics Return to: Fogelman College of Business and Economics