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 for Master’s Students

This three-week course introduces you to communication and research techniques that will contribute to your success in the Master of Science degree and certificate programs. Through three writing assignments, quizzes, and discussion questions, you gain knowledge of how to utilize the Internet and the University Library as effective research and reference tools for graduate courses, in addition to learning the use of APA formatting.


PFP500: Financial Planning Overview

The financial planning process is covered in this textbook-based course. The readings, assignments, quizzes, and discussions cover legal, ethical, and regulatory issues affecting financial planners. A good overview of time value of money concepts is also covered; so be prepared by obtaining a financial calculator. Finally; principles of insurance and risk management are covered and culminate in a case-study risk assessment of a fictional couple.


PFP501: Studies in Risk Management

Delving into insurance concepts, employee benefits, and annuities, this textbook-based course applies the concepts of a variety of insurance needs to the financial planning process through readings, discussions, assignments, and quizzes. Disability income, long-term care, life, and property & life insurance topics are specifically explored and applied to case studies.


PFP502: Studies in Investment Planning

A wide variety of investment products are covered in this textbook-based course, including domestic and foreign securities, mutual funds, and fixed-income assets. Modern portfolio theory, risk and return, and company valuation are explored and calculated. Readings, discussion questions, quizzes, and assignments are required. You will need a financial calculator for this course.


PFP503: Studies in Income Tax Planning

Emphasizing the fundamentals of individual income taxation, this textbook-based course has required assignments and discussions delving into the tax implication of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and other taxation subjects.


PFP504: Studies in Retirement Planning

Major retirement-related issues are covered in this course. Discussions and assignments impart knowledge of 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.


PFP505: Studies in Estate Planning

Basic estate planning concepts and techniques are covered in this course. Subjects such as the estate planning process, client interaction about estate planning, basic legal estate planning documents, trusts, lifetime transfers, gift and estate taxation, insurance taxation, and charitable giving.


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
    06
    Jan
    2015
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    02
    Mar
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
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    17
    Mar
    2015
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    May
    2015

    Graduate & Certificate Programs Session

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    26
    May
    2015
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    Jul
    2015

    Graduate & Certificate Programs Session

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

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    13
    Oct
    2015
    Mon
    07
    Dec
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning