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 CFP Board’s Principal Knowledge 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.

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.

Admission Requirements

Candidates for admission to the Certificate in Financial Planning should submit a complete application portfolio at least 45 days prior to the start of the term. Admission decisions are based on a review of the following materials in the candidate’s file:

• Completed Admission Application and non-refundable application fee
• Official Transcript(s) from a regionally accredited college or university verifying the applicant’s bachelor’s degree or equivalent with an acceptable GPA
• Two Academic or Professional Recommendations
• Personal statement
• Graduate Program Advisement with an admission counselor
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Certificate in Financial Planning Requirements

MFP 513	Financial Principles and Policies	3
MFP 521	Introduction to Financial Planning	3
MFP 522	Tax Management and Strategy	3
MFP 525	Employee Benefits/Retirement Planning	3
MFP 526	Risk Management and Insurance	3
MFP 527	Principles of Estate Planning	3
MFP 542	Investment and Portfolio Management	3
MFP 598	Capstone Course in Financial Planning	3

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.