Financial Planning

The Graduate Certificate in Financial Planning (18 credits) is designed for working professionals or part-time and full-time MS in Finance students who are looking to specialize in the area of financial planning and become personal financial advisors. The core curriculum of the Graduate Certificate is aligned with the material covered in the CFP^® Certification exam, including the completion of a financial plan development (capstone) course which is registered with the CFP Board.

Financial Planning Requirements

The required courses are:

FIN 510	Financial Statement Analysis	3
FIN 550	Financial Planning and Risk Management	3
ACC 555	Retirement and Estate Planning	3
FIN 560	Federal Taxation of Individuals	3
FIN 565	Financial Plan Development	3
FIN 627	Investment Management	3