Financial Planning
Financial advising is regularly listed among the top jobs in the United States, with increasing demand for services as retirement planning increasingly becomes the responsibility of individuals, not employers. Being a savvy wealth manager means understanding the basic tenants of finance — including risk, investment management and estate planning — but also requires a set of analytical skills, so you can ensure you're making smart recommendations that create value for your customers, whether they are parents planning a college fund, retirees preparing inheritances or hedge funds.
The Financial Planning certificate at Stevens has been registered with the Certified Financial Planner Board of Standards, indicating that it teaches the required skills for aspiring financial planners to sit for the required exams to pursue certification.
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 for Financial Planning | 3 |
| FIN 565 | Financial Plan Development | 3 |
| FIN 627 | Investment Management | 3 |