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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.

Courses and Curriculum (21 credits)

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

Gainful Employment Disclosure

Quick Info

Required Credits


  • $430 per credit