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Find Your Program

Career Area: Finance
Local Certificate
Program Number: 90-101-2
Credit Program
Most credit programs are eligible for financial aid, while most non-credit certificates provide valuable work-related skills on a short timeline. Check with the college offering the program to determine if it is eligible for financial aid.

Wisconsin Technical College Personal Financial Planning Programs

This certificate prepares individuals to apply principles of finance and accounting to financial planning, from the perspective of the individual and family unit. This certificate begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution.

Personal Financial Planning Pathway Certificate Program Transfers Offered completely online Shared Certificate
Gateway Personal Financial Planning at Gateway