Henry W. Bloch School of Management

Program Requirements

Currently, there are no prerequisites or admissions process for the UMKC Cerficate in Financial Planning programs; however, a general knowledge of finance terms and an understanding of financial planning issues are desired.

Additional requirements of the program include:

  • Computer and Internet access
  • Proficiency with a financial calculator (calculator training workshops are available).
  • All coursework must be completed with a minimum grade of "C" or better.

Certificate of Completion

Students who successfully complete all the courses will be awarded a Certificate of Completion from University of Missouri at Kansas City.

Please note: Beginning January 1, 2007, candidates for CFP® certification must earn a bachelor's degree prior to holding the CFP® certification. For students enrolling January 1, 2012 or later, the financial planning presentation course will be required. For more information about CFP® certification please visit: http://www.cfp.net.

If you have any questions about the program or the application process please call Tusha Kimber at 816-235-5773 or send her an email to blochCFP@umkc.edu.  

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5110 Cherry Street | Kansas City, MO 64110-2499 | 816-235-2215