Nov 23, 2024  
2024-2025 Graduate and Professional Programs Catalog 
    
2024-2025 Graduate and Professional Programs Catalog

Financial Planning Post-Baccalaureate Certificate


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The Financial Planning Certificate helps prepare students interested in a career in personal planning for clients, including those who plan to seek the CFP (Certified Financial Planner) designation.  Students take courses in taxation, risk management, investments, and estate planning in preparation of guiding their clients in setting financial goals, understanding investment markets and protecting and managing their assets.  This certificate is ideally suited for students with a background in Accounting.

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