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).
Click to collapse the course requirements for the Graduate Certificate in Financial Planning (CFP Only).
Courses and Curriculum (21 credits)
|Course #||Course Name||Credits|
|FIN 6000||Introduction to Financial Planning||3|
|FIN 6100||Tax Management and Strategy||3|
|FIN 6200||Employee Benefits and Retirement Planning||3|
|FIN 6300||Risk Management & Insurance Planning||3|
|FIN 6400||Principles of Estate Planning||3|
|FIN 6500||Investment Analysis and Portfolio Management||3|
|FIN 6600||Capstone in Financial Planning||3|