Certificate Program in Financial Plannning

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

• FPP 310 Business Finance
• FPP 313 General Insurance
• FPP 315 Principles of Investment
• FPP 401 Personal Financial Planning
• FPP 421 Taxation
• FPP 422 Estate Planning
• FPP 423 Retirement Planning

These seven courses cover the foundation topics required by the CFP Board. Students may apply for admission in Fall, Spring, or Summer session. Upon completing the Certificate Program, the students are eligible to take the CFP exam administrated by the CFP Board, which is an integral part of the prestigious CFP certification process.

Admission to the Certificate Program requires a Bachelor’s degree from an accredited institution. For more information, please contact:

Admission Office
20 Beacon Street
Boston, MA 02108
Tel: 617.573.8460

Those who have already taken the above courses from an accredited instituation may petition the Department to waive a maximum of 3 courses.