Program Overview

Advanced Financial Planning Graduate Certificate

The Advanced Financial Planning Graduate Certificate is designed to provide existing CFP® professionals with advanced knowledge and skills in the areas of retirement, estate planning, tax planning, and practice management.

Program Overview

The online certificate is comprised of 12 credit hours and is offered at a tuition rate of $695.43 per credit hour. The program is 100% online, allowing for flexibility and convenience.

Admission Requirements

All students are required to meet the general university admission requirements.

Careers

The certificate is designed for existing CFP® professionals to develop more technical skills in the financial planning field and advance their careers in areas such as:

• personal and family financial planning
• banking
• wealth management
• retirement planning
• estate planning
• personnel benefits
• real estate
• insurance
• investments
• consumer affairs

Curriculum

Courses are eight weeks in length. The required curriculum includes:

• PFP 835 - Professional Practice Management in Personal Financial Planning (3 credits)
• PFP 860 - Advanced Retirement Planning Issues (3 credits)
• PFP 863 - Advanced Personal Income Tax Planning (3 credits)
• PFP 864 - Advanced Estate Planning Issues (3 credits)

Related Programs

Related programs include the Personal Financial Planning Master's Degree and the Personal Financial Planning Graduate Certificate.