Certificate in Advanced Financial Planning
California Lutheran University

Program Details

The online Certificate in Advanced Financial Planning is offered for students who wish to work towards the CFP certification in a graduate studies framework.  Designed with great flexibility, this certificate accommodates the needs of full-time working adults.  Courses include Introduction to Financial Planning, Tax Management and Strategy, Principles of Estate Planning, and Investment and Portfolio Management.

Requirements

  • Official transcripts showing a bachelor's degree from a regionally accredited U.S. institution or equivalent international course work
  • Two letters of professional recommendation
  • Interview
  • GMAT test scores (waived for eligible applicants)

School Accreditation Statement

WASC Senior College and University Commission