2022-2023 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 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.

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

MFP 513Financial Principles and Policies3
MFP 521Introduction to Financial Planning3
MFP 522Tax Management and Strategy3
MFP 525Employee Benefits/Retirement Planning3
MFP 526Risk Management and Insurance3
MFP 527Principles of Estate Planning3
MFP 542Investment and Portfolio Management3
MFP 598Capstone Course in Financial Planning3

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.