An MBA Financial Planning certificate from Elms College is the only Western Massachusetts institution offering a live-classroom setting for a student-centered approach to teaching financial planning courses. 

Certified by the Certified Financial Planner Board of Standards Inc. (CFP Board), This graduate certificate program prepares students for rewarding careers in financial planning in only seven 8-week courses.

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Curriculum

Click to view course requirements for the Financial Planning (CFP® Only) Graduate Certificate.

Courses and Curriculum (21 credits)

Course #FormerlyCourse Name# of Credit Hours
FIN 6000Introduction to Financial Planning3
FIN 6100Tax Management and Strategy3
FIN 6200Employee Benefits and Retirement Planning3
FIN 6300Risk Management & Insurance Planning3
FIN 6400Principles of Estate Planning3
FIN 6500Investment Analysis and Portfolio Management3
FIN 6600Capstone in Financial Planning3