Certified Financial Planning Certificate (Graduate)

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Program Overview, CFP Certificate

The Certificate in Certified Financial Planning is composed of 18-credits of masters-level graduate coursework in the College of Business, with the primary goal of providing students with the education, training, and skills necessary to be able to sit for the Certified Financial Planner (CFP) examination. The curriculum is aligned with the CFP® Board’s Principal Knowledge Topics and covers principles and practices of essential areas of financial planning, including:

Wealth Management
Investment Management
Tax Planning
Estate Planning
Insurance and Retirement Planning

CFP Certificate Requirements

FIN 5070 - Tax Planning for Financial Planners Credits: 3
FIN 5310 - Advanced Investment Analysis Credits: 3
FIN 5720 - Insurance and Retirement Planning Credits: 3
FIN 5750 - Fundamentals of Financial Planning Credits: 3
FIN 5780 - Estate Planning Credits: 3
FIN 5800 - CFP Capstone Credits: 3
Maintain good academic standing at the program and university level and receive no letter grade of D or F. If a letter grade of D or F is received, the student will be immediately dismissed from the program.