Personal Financial Planning Graduate Certificate

22 semester hours of credit (8 courses)

Graduate Certificate Banner

The College for Financial Planning’s Graduate Certificates provide you with the depth of knowledge necessary in subject areas that are relevant for the true professional, enabling you to not only better serve your clients, but to also have more confidence in the guidance that you do provide. Develop real-world critical thinking and problem-solving skills that are immediately applicable in your practice.

The Personal Financial Planning Graduate Certificate provides a well-rounded approach to the planning process, covering a broad range of topics on the graduate level. Each course is eight weeks in length.

After completing PFP 510 – PFP516, you are eligible for CFPE506, and can then sit for the CFP® Certification Examination.*

The College for Financial Planning is accredited by the Higher Learning Commission and is a member North Central Association. This ensures that all of our graduate programs deliver the highest level of academic rigor possible.

Required Courses:

COM500 Communication & Research Techniques

Credit Hours: 1 hrs

COM500 Communication & Research Techniques for Master’s Students

This one-credit course provides a basic introduction to Internet research, the APA Style and Publishing Manual, use of the College website, and the University Library.

PFP510 Financial Planning Process and Risk Management

Credit Hours: 3 hrs

PFP510 Financial Planning Process and Risk Management

This course covers the financial planning process; legal, ethical, and regulatory issues affecting financial planners; time value of money concepts; and principles of insurance and risk management.

PFP511 Insurance

Credit Hours: 3 hrs

PFP511 Insurance

This course applies the concepts of time value of money and principles of insurance and risk management to the financial planning process.

PFP512 Investment Planning

Credit Hours: 3 hrs

PFP512 Investment Planning

This course covers a variety of investment vehicles that can be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, and portfolio performance evaluation.

PFP513 Income Tax Planning

Credit Hours: 3 hrs

PFP513 Income Tax Planning

Emphasizes the fundamentals of individual income taxation, the tax implication of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.

PFP514 Retirement Planning

Credit Hours: 3 hrs

PFP514 Retirement Planning

This course examines major retirement-related issues, including retirement savings needs analysis, IRAs, qualified retirement plans for large and small employers, Social Security retirement programs, and nonqualified deferred compensation. You will compare and contrast a variety of retirement programs by designing a comparison table. You will also write a paper on retirement plan administration issues, and apply your learning as you prepare a proposal for a hypothetical client as a term project.

PFP515 Estate Planning (Part I)

Credit Hours: 3 hrs

PFP515 Estate Planning (Part I)

This course introduces the student to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of the gross estate, wills, intestacy, probate, trusts, and more.

PFP516 Estate Planning (Part II)

Credit Hours: 3 hrs

PFP516 Estate Planning (Part II)

This course builds on the estate planning process concepts introduced in PFP515. Topics covered include federal estate and gift taxation, techniques that reduce the size of the gross estate, wills, intestacy, probate, trusts, and more.

This course of study is approved by the Certified Financial Planner Board of Standards, Inc., and satisfies the core educational requirements for the CFP® Certification Examination.

Pricing

1 Credit Hour Course

$400

3 Credit Hour Courses

$1200

Student Loans are available

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. The College’s highly qualified faculty is available via telephone or e-mail to support you in your studies.

*Requirements may vary based on transfer credits.

Certificate Program Start Dates

  • Tue
    21
    Oct
    2014
    Mon
    15
    Dec
    2014

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    06
    Jan
    2015
    Mon
    02
    Mar
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    17
    Mar
    2015
    Mon
    11
    May
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    26
    May
    2015
    Mon
    20
    Jul
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    04
    Aug
    2015
    Mon
    28
    Sep
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning