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.
Click to view course requirements for the Graduate Certificate in Financial Planning (CFP Only).
Courses and Curriculum (21 credits)
|Course #||Formerly||Course Name||# of Credit Hours|
|FIN 6000||FIN 600||Introduction to Financial Planning||3|
|FIN 6100||FIN 610||Tax Management and Strategy||3|
|FIN 6200||FIN 620||Employee Benefits and Retirement Planning||3|
|FIN 6300||FIN 630||Risk Management & Insurance Planning||3|
|FIN 6400||FIN 640||Principles of Estate Planning||3|
|FIN 6500||FIN 650||Investment Analysis and Portfolio Management||3|
|FIN 6600||FIN 660||Capstone in Financial Planning||3|