Personal Financial Planning Graduate Certificate

This fully online 14-month CFP Board Registered Program features credits eligible towards a future master's degree. The personal financial planning graduate certificate will make you eligible for the CFP® Examination upon completion. Develop and build professional contacts while learning from top faculty and researchers in the field.

The personal financial planning graduate certificate program consists of six courses for a total of 18 semester credit hours.

The University catalog provides updated course details and descriptions for the Personal Financial Planning Graduate Certificate.

Scheduled Start Dates

Courses are offered every 8 weeks in the fall and spring, and in the summer. We have rolling admissions, so students can start at multiple times throughout the year: August, October, January, March, and June. We strongly recommend that prospective students apply at least 4 weeks before the next class starts to allow time for processing paperwork.

^{*Students with no prior financial planning background are highly encouraged to take PFP 624: Fundamentals of Personal Financial Planning as a prerequisite.}

Course Offerings:

Fall

• PFP 766: Insurance Planning for Families (1^st 8 weeks)
• PFP 760: Retirement Planning for Families (2^nd 8 weeks)
• PFP 836*: Financial Planning Case Studies (1st 8 weeks)
  *This course is taken last in the sequence.

Spring

• PFP 762: Investing for the Family's Future I (1st 8 weeks)
• PFP 764: Estate Planning for Families (2nd 8 weeks)
• PFP 836*: Financial Planning Case Studies (1st 8 weeks)
  *This course is taken last in the sequence.

Summer

• PFP 772: Personal Income Taxation (8 weeks)

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