Financial Planning, Certificate
Overview
This non-degree program is offered as a flexible and affordable program for working professionals whose responsibilities are currently or expected to be related to financial planning. This certificate program requires the completion of seven (7) courses (provided that the students demonstrate proficiency in prerequisites) with a “pass” grade:
Degree Requirements- 32 credits
Required Courses (7 courses, 21 credits)
FPP-200
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FPP-313
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FPP-315
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FPP-320
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FPP-401
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| FPP-424 | Retirement & Estate Planning | 3 |
FPP-475
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It should be noted that FPP-200 is an introduction to finance. It has three (3) prerequisites***
One (1) of the following courses:
And both of the below courses:
*A Math course higher than MATH-128 is also acceptable.
**STATS-240 or STATS-250 can be taken concurrently with FPP-200.
***Students can waive these prerequisites provided they have completed applicable undergraduate coursework within the eligible timeframe.
These seven (7) FPP courses cover the foundation topics required by the Certified Financial Planner (CFP) Board. Students may apply for admission in fall, spring, or summer sessions. Upon completion of this certificate program, the students are eligible to take the CFP exam administered by the CFP Board, which is an integral part of the prestigious CFP certification process. More information about the CFP exam is available.
Admission to the Certificate Program in Financial Planning requires a Bachelor’s degree from an accredited institution. Students applying for admission should contact the Undergraduate Admission Office at 617-573-8460, for more information. Those who have already taken the above courses from an accredited institution may waive a maximum of three (3) courses.