2016-2017 Graduate Catalog

Certificate in Financial Planning

The Certificate in Financial Planning is a program tailored for professionals who already have an MBA or other graduate business-related professional degree or those with significant experience in the financial planning field. The program consists of the eight financial planning courses (three credits each.) Candidates in the Certificate program will also be instructed in all the 89 topics in financial planning, as prescribed by the Certified Financial Planner Board of Standards. Candidates who successfully complete this rigorous program will also be eligible to sit for the CFP® Exam.

Admission Requirements

This program is especially suitable for experienced professionals in the Financial Planning industry as well as those who have advanced degrees in business-related disciplines (e.g., MBA, MS in Finance, MAS, MS in Taxation, CPA, JD, etc.). While those with advanced degrees from regionally accredited U.S. universities will be automatically granted entry into the program, professionals from the field will be admitted only on a case-by-case basis after eligibility conditions have been met.

Certificate in Financial Planning Requirements

BUS 591Financial Principles and Policies3
BUS 501Introduction to Financial Planning3
BUS 593Investment and Portfolio Management3
BUS 502Tax Management & Strategy3
BUS 505Employee Benefits and Retirement Planning3
BUS 506Risk Management and Insurance3
BUS 507Principles of Estate Planning3
BUS 508Capstone Course in Financial Planning3
Total Hours24

The MBA in Financial Planning program is also available online and consists of five 8-week terms. For more information, please visit www.callutheran.edu/cif.