Graduate Certificate in Personal Financial Planning: (21 Credits)
Through 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® 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
- Support the continuing education needs of insurance and financial planning professionals.
- Help to provide professionals exposure to our graduate programs and opportunities for degrees.
- Provide learning opportunities for professionals looking to obtain advanced industry certifications and designations.
Admission
- Eligibility for Admission: Applicants to the Graduate Certificate in Personal Financial Planning must have a baccalaureate degree from an accredited institution of higher education.
- Application: A completed application form, current resume and non-refundable application fee are required.
- 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.
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 Master of Financial Planning and Financial Psychology
| Code | Title | Credits |
|---|---|---|
| FIN 511 | Retirement Planning and Employee Benefits | 3 |
| FIN 512 | Estate Planning and Taxation | 3 |
| MBA 715 | Investment Value and Theory | 3 |
| MBA 739 | Tax Theory and Business Decisions | 3 |
| MFP 751 | Personal Financial Planning | 3 |
| MFP 752 | Personal Insurance Risk Management | 3 |
| MFP 758 | Case Studies in Financial Planning | 3 |
| Total Credits | 21 | |