Overview
These seven (7) FPP courses (21 credits) 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, 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 at https://www.cfp.net/.
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 any of the required courses for this certificate from an accredited institution may waive a maximum of three (3) courses.
Certificate Requirements (21-32 Credits)
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.
Required Courses (7 courses, 21 credits)
It should be noted that FPP-200 Business Finance is an introduction to finance. It has three (3) prerequisites: 1) MATH-128 or higher; 2) ACCT-201; and 3) STATS-240 or STATS-250 (either STATS course is acceptable, and the STATS requirement is a co-requisite that may be taken concurrently with FPP-200).
Students may waive the FPP-200 prerequisites, or any of the required courses, provided they have completed applicable undergraduate coursework within the eligible timeframe and/or have applicable industry experience. Students may waive up to a maximum of three (3) courses within the certificate requirements.