The Advanced Financial Planning Certificate curriculum meets the educational requirement for certification with the Certified Financial Planner Board of Standards (CFP Board) and qualifies students to sit for the CFP® Certification Examination, administered by the CFP Board. The Advanced Financial Planning Certificate is intended for graduate students interested in personal financial planning for individuals or families.

Financial planning involves the management of financial resources to establish a goal of where a person would like to be in the future and develop a plan of how he or she can achieve that goal. The plans developed require a comprehensive approach that includes several areas of personal finance including: investments, insurance, retirement benefits, estate planning and personal taxes. The Graduate Certificate will prepare students to further their careers in financial services organizations including banks, credit unions, insurance companies, investment firms, accounting firms or private practice.

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Financial Planning Certificate Curriculum

  • MBA 528 Tax Planning
  • MBA 641 Investment Theory
  • MBA 644 Insurance Planning
  • MBA 645 Benefits and Retirement Planning
  • MBA 646 Estate Planning

Prerequisite Courses (may be waived by prior course equivalencies):

  • MBA511 Financial Accounting
  • MBA640 Managerial Finance

*CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The College of Saint Rose does not certify individuals to use the CFP® and CERTIFIED FINANCIAL PLANNERTM.CFP certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics ,experience and examination requirements.