Meet with a CSM counselor to discuss how to achieve academic goals and to develop a comprehensive student educational plan (SEP).

University Transfer Program
60-70 transferable units

California State University
University of California
Independent Colleges and Universities

For students who wish to transfer as a Business Administration major, refer to Business.

Program Overview

This certificate is designed to help students reach two goals:

  • Learn the financial planning skills needed to develop a personal financial plan for one's own benefit.
  • Provide the background to succeed in the future course work required to sit for the CFP® Board's CFP® Certification Examination. For more information about becoming a Certified Financial Planner (CFP®), visit the CFP Board at

Program Requirements

Required Core Courses: 6 units Units
ACTG 118 Personal Investing 3 units
ACTG 119 Personal Financial Planning 3 units
Total Required Units: 6