Financial Planning Certificate

The financial planning certificate helps prepare students interested in a career in personal financial planning for clients, including those who plan to seek the CFP (Certified Financial Planner) designation. Students take courses in taxation, risk management, investments, and estate planning in preparation of guiding their clients in setting financial goals, understanding investment markets, and protecting and managing their assets. This certificate is ideally suited for students with a background in accounting.

All graduate courses in the Graham School of Business offer a "hyperflex" attendance policy for your convenience. Students may attend classes either in-person or remotely, using two-way video conferencing technology in our Zoom-enabled classrooms. 

CORE COURSES

FPL 220 Financial Accounting
FPL 305 Taxation I
FPL 330 Risk Management and Insurance
FPL 524 Federal Tax Planning and Research
FPL 528 Special Topics in Accounting
FPL 582 Investments
FPL 592 Financial Planning

TOTAL CREDITS: 21