Elms College is the only Western Massachusetts institution offering a live classroom setting for financial planning education. The Certified Financial Planner Board of Standards Inc. (CFP Board) has certified our financial planning programs, and has noted our student-centered approach to teaching financial planning courses.

This advanced graduate certificate program prepares students who do not wish to pursue a master’s degree for rewarding careers in financial planning.

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Quick Info

Required Credits


Click to view course requirements for the Graduate Certificate in Financial Planning (CFP Only).

Courses and Curriculum (21 credits)

Course #FormerlyCourse Name# of Credit Hours
FIN 6000FIN 600Introduction to Financial Planning3
FIN 6100FIN 610Tax Management and Strategy3
FIN 6200FIN 620Employee Benefits and Retirement Planning3
FIN 6300FIN 630Risk Management & Insurance Planning3
FIN 6400FIN 640Principles of Estate Planning3
FIN 6500FIN 650Investment Analysis and Portfolio Management3
FIN 6600FIN 660Capstone in Financial Planning3