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.
Curriculum
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 |