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Graduate Certificate in Financial Planning

Program Details

The online Graduate Certificate in Financial Planning offers a program for students that do not have the time to complete a financial planning degree and is designed for both new and working professional students.  The program fulfills the course and education requirements for the Certified Financial Planner (CFP) designation and examination while the courses also strengthen the student’s skills and knowledge in all critical areas of financial planning.  Courses include personal financial planning, personal investment management, income tax planning, estate planning, and cases in financial planning.


  • Hold an earned bachelor's degree from a regionally accredited US institution or the equivalent from a recognized foreign (outside the US) institution
  • Demonstrate academic and professional capability to study at the graduate level
  • Possess quantitative, writing, and computing skills needed to succeed in a competitive and dynamic environment
  • Satisfy any additional criteria as required for admission to a specific degree program

Accreditation & Licensing

Western Association of Schools and Colleges, Senior College and University Commission