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.

FIN 600 Introduction to Financial Planning
FIN 610 Tax Management and Strategy
FIN 620 Employee Benefits and Retirement Planning
FIN 630 Risk Management & Insurance Planning
FIN 640 Principles of Estate Planning
FIN 650 Investment Analysis and Portfolio Management
FIN 660 Capstone in Financial Planning

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Quick Info

Required Credits


  • $430 per credit