Graduate Certificate in Personal Financial Planning

Through the Center for Insurance and Risk Management (CFRIM) in the Heider College of Business, industry professionals who are looking to re-energize their career or move into a better position by earning their CFP®, CLU® or ChFC® professional designation or are interested in a graduate-level focus area in financial planning within their MBA degree can take courses toward a graduate certificate in financial planning that will satisfy all areas of study required to sit for the CFP® exam. 

Program Goals

      1. Support the continuing education needs of insurance and financial planning professionals.

      2. Help to provide executives exposure to our graduate programs and opportunities for degrees.

      3. Provide learning opportunities for executives looking to obtain advanced industry certifications and designations.

Admission

  1. Eligibility for Admission: Applicants to the Graduate Certificate in Personal Financial Planning must have a baccalaureate degree from an accredited institution of higher education and the equivalent of Principles of Accounting I, Macro and Microeconomics, and Corporate Finance.
  2. Application:  A completed application form, current resume and non-refundable application fee are required.
  3. Transcripts: One official transcript must be sent from each institution of collegiate rank attended by the applicant.  Transcripts should be sent directly from the collegiate institution to the Enrollment Services, Harper Center, 2500 California Plaza, Omaha, NE  68178.  All such transcripts become the property of Creighton University.
  4. Prerequisites:  Students will need to have completed course work in accounting, micro and macroeconomics, and corporate finance.

Certificate Requirements

The Graduate Certificate in Personal Financial Planning consists of 21 credit hours. These 21 credit hours may also apply toward the 33 total hours needed for an MBA degree with an emphasis in financial planning.  Industry professionals who do not wish to pursue the MBA degree may take these classes either for credit or non-credit. Not all classes are offered each term. 

FIN 511Retirement Planning and Employee Benefits3
FIN 512Estate Planning and Taxation3
MBA 715Investment Value and Theory3
MBA 719Finance Seminar (Personal Financial Planning)3
MBA 719Finance Seminar (Case Studies in Financial Planning-capstone)3
MBA 739Tax Theory and Business Decisions3
MBA 795Independent Study And Research (Insurance Risk Management)3
Total Credits21

For information on CFRIM or the Graduate Certificate in Personal Financial Planning, visit http://business.creighton.edu/CFIRM or contact Ed Horwitz, CFIRM Director, at edwardhorwitz@creighton.edu or 402.280.2476.