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 www.cfp.net.
