The Financial Planning and Wealth Management graduate business certificate is designed for students who wish to become a certified financial planner.

This certificate is designed for individuals wishing to become certified financial planners. 

Admission to the Program

Open to students with a bachelor’s degree or equivalent from an accredited institution with a satisfactory grade point average. Applicants must have at least one year of work experience. Applicants whose first language is not English are required to take and earn minimum acceptable scores on the Test of English as a Foreign Language (TOEFL) and demonstrate English language proficiency. 

Certificate Requirements

• 15 credit hours of approved course work with grades of B or better 

Grades of C or D in certificate program courses are not accepted toward the fulfillment of certificate requirements, although these grades will be included in the calculation of the GPA. Students must have at least a 3.0 GPA in certificate courses in order to be awarded a certificate. Students must be enrolled in at least 6 credit hours during each 12 month period. Students must complete the certificate within four years. 

Prerequisites

Passing grades in introduction to economics and introduction to accounting courses, and passing grade in undergraduate statistics course or passing score on mathematics equivalency examination. 

Course Requirements

• ACCT-752 Seminar in Family Financial Planning (3) 
• FIN-614 Financial Management (3) 
• FIN-672 Investment Analysis and Portfolio  Management (3) 
• FIN-674 Derivatives and Risk Management (3) 
• FIN-677 Financial Statement Analysis (3)