The graduate certificate in financial planning is designed to provide an in-depth practical background for those who wish to enhance or enter careers as accountants or other financial advisor positions. The coordinated program of five graduate-level courses provides both breadth and depth in issues related to financial planning.
Note: The curriculum is a CFP Board-Registered Program.
Course Requirements
| ACCT 552 | Income Tax Planning | (3) |
| ACCT 554 | Estate Planning | (3) |
| FINC 525 | Insurance Coverage and Financial Planning | (3) |
| FINC 526 | Investment Planning | (3) |
| FINC 528 | Retirement Planning and Employee Benef | (3) |
Certified Financial Planning Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
( ) = credit hours / / = classroom hours
