Certificate in Financial Planning

Certificate Program in Financial Planning

This non-degree program is offered as a flexible and affordable program for working professionals whose responsibilities are currently or expected to be related to financial planning. This certificate program requires the completion of the following eight (8) courses (provided that the students demonstrate proficiency in prerequisites) with a “pass” grade:

• FPP-200 Business Finance
• FPP-313 General Insurance
• FPP-315 Principles of Investment
• FPP-320 Taxation
• FPP-401 Practical Financial Planning
• FPP-422 Estate Planning
• FPP-423 Retirement Planning
• FPP-475 Case Studies in Financial Planning

It should be noted that FPP 200 is an introduction to finance. It has three (3) prerequisites

One (1) of the following courses:

• STATS-240 Introduction to Statistics
• STATS-250 Applied Statistics

And both of the below courses:

• ACCT-201 Accounting for Decision Making I
• MATH-128 Math for the Modern World

A Math course higher than MATH 128 is also acceptable.

STATS 240 or STATS 250 can be taken concurrently with FPP 200.

Students can waive these prerequisites provided they have completed applicable undergraduate coursework within the eligible timeframe.

These eight FPP courses cover the foundation topics required by the Certified Financial Planner (CFP) Board. Students may apply for admission in fall, spring, or summer sessions. Upon completion of this 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. More information about the CFP exam is available.

Admission to the Certificate Program in Financial Planning requires a Bachelor’s degree from an accredited institution. Students applying for admission should contact the Undergraduate Admission Office at 617-573-8460, for more information. Those who have already taken the above courses from an accredited institution may waive a maximum of three (3) courses.