Certificate Program in Financial Planning

This non-degree program is offered as a flexible and affordable means for working professionals whose responsibilities are currently or expected to be financial planning in nature. The certificate requires the completion of the following eight courses (provided that the students demonstrate proficiency in prerequisites) with a “pass” grade:

FPP 310 Business Finance
FPP 313 General Insurance
FPP 315 Principles of Investment
FPP 320 Federal Taxation I
FPP 401 Practical Financial Planning
FPP 422 Estate Planning
FPP 423 Retirement Planning
FPP 550 Case Studies in Financial Planning

It should be noted that FPP 310 is an introduction to finance. Its prerequisites are:
Financial and Managerial Accounting;
Micro and Macroeconomics;
Applied Statistics; and
a minimum background in Finite Mathematics or Calculus. 

These eight courses cover the foundation topics required by the Certified Financial Planner (CFP) Board. Students may apply for admission in fall, spring, or summer session. On completing the certificate program, the students are eligible to take the CFP exam administered by the CFP Board, which is an integral part of the prestigious CFP certification process. For more information about the CFP exam, please refer to www.cfp.net.

Admission to the Certificate Program requires a Bachelor’s degree from an accredited institution. Students applying for admission should contact the Undergraduate Admissions Office (617-573-8460) for more information. Those who have already taken any of the above required courses from an accredited institution may waive a maximum of three courses.