Financial Planning Graduate Certificate

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Six highly-focused classes (18 credits) will give you a broad understanding of personal and professional financial planning concepts; investments, insurance, income tax, and retirement and estate planning.

Once you successfully complete the Master’s Level Financial Planning Certificate, you will be eligible to sit for the CFP® Certification Examination.

Certificate Requirements

CR - 506 Financial Management Credits: 3
FN - 501 Investment and Portfolio Management Credits: 3
FN - 503 Risk Management and Insurance Credits: 3
FN - 511 Income Tax Planning Credits: 3
FN - 515 Retirement and Estate Planning Credits: 3
FN - 517 Financial Plan Development Credits: 3