The Graduate Certificate in Financial Planning program is designed for those who already have an undergraduate degree and are interested in the body of knowledge specified by the Certified Financial Planner Board of Standards in a formal educational setting. The financial planning courses are delivered online. Students may elect to take the seven-course financial planning sequence for credit as part of a MBA degree program (graduate tuition rates apply) or to take the courses on a non-credit basis (certificate tuition applies).
Personal financial planners, or financial consultants, use their knowledge of investments, estate planning, college funding, and tax laws to recommend financial options to individuals and help them achieve their short-term and long-term goals. A personal financial advisor meets with the client and obtains current financial situation and future financial goals. They then make recommendations on saving and investing for retirement, college funding, estate planning, insurance, and other investment options, taking into consideration the client’s risk and return preferences. The financial plan of the client is reviewed and updated periodically. Many financial planners manage their client’s financial portfolio and some trade securities on behalf of their clients.
The Graduate Certificate program is intended for the person who has completed an undergraduate bachelor degree and wishes to enhance his or her professional credentials.