An MBA Financial Planning certificate from Elms College is the only Western Massachusetts institution offering a live-classroom setting for a student-centered approach to teaching financial planning courses.
Certified by the Certified Financial Planner Board of Standards Inc. (CFP Board), This graduate certificate program prepares students for rewarding careers in financial planning in only seven 8-week courses.
Curriculum
Click to view course requirements for the Financial Planning (CFP® Only) Graduate Certificate.
Courses and Curriculum (21 credits)
| Course # | Course Name | # of Credit Hours |
|---|---|---|
| FIN 6000 | Introduction to Financial Planning | 3 |
| FIN 6100 | Tax Management and Strategy | 3 |
| FIN 6200 | Employee Benefits and Retirement Planning | 3 |
| FIN 6300 | Risk Management & Insurance Planning | 3 |
| FIN 6400 | Principles of Estate Planning | 3 |
| FIN 6500 | Investment Analysis and Portfolio Management | 3 |
| FIN 6600 | Capstone in Financial Planning | 3 |