Personal Financial Planning (Graduate Certificate)

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Energize your career and stand out amongst the crowd.

Are you a financial professional looking to advance your knowledge and skills in financial planning? Are you planning to earn your CFP® certification?

Financial planning is expected to be a lucrative and competitive career in the coming years, with employment of personal financial advisors projected to grow 12 percent. Set yourself apart with a graduate certificate in Personal Financial Planning from Creighton University.

This program is best suited for finance professionals looking to energize their careers and better serve their clients by earning their CFP® certification. Students in this program will learn how to analyze personal financial situations and evaluate client objectives, needs and values to develop a comprehensive financial plan using a six-step planning process.

Source: Economic Modeling Specialists International (EMSI) – August 2017

Gain the education you need to sit for the CFP® Exam.

The Personal Financial Planning Certificate curriculum consists of six courses designed to provide a focused and in-depth study of the field of financial planning, including covering the 72 Topic Areas of Learning specified by the CFP® Board of Standards.

The CFP® certification is recognized as the highest professional certification for financial planners. Earning your CFP® certification shows your clients and your employer that you are serious about financial planning. CFP® professionals are uniquely qualified to understand their clients’ financial situations and develop recommendations to help set and achieve their financial goals.

The Personal Financial Planning certificate has been approved by the CFP® Board of Standards as satisfying the academic requirements needed to sit for the CFP® exam. These include:

  • Professional Conduct and Regulation
  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning

Curriculum

The coursework includes six classes for a total of 18 credit hours. Each course is eight weeks and is offered at least once per calendar year.

  • Insurance Risk Management
  • Tax Theory and Business Decisions
  • Estate Planning and Taxation
  • Retirement Planning and Employee Benefits
  • Investment Value and Theory
  • Cases in Financial Planning – Capstone

    The requirements listed below apply to the Personal Financial Planning Certificate program only. If you choose to move on to the MBA program, you’ll need to complete additional requirements.

If you decide you want to go on to pursue a Master of Business Administration (MBA), credits earned in this program can be used toward an MBA with an emphasis in Personal Financial Planning.

Goals of the program along with a full course listing can be found in Creighton’s course catalog.

Admissions Requirements

The requirements listed below apply to the Personal Financial Planning Certificate program only. If you choose to move on to the MBA program, you’ll need to complete additional requirements.

  • Bachelor’s degree from an accredited institution
    • Students will need to have completed course work in accounting, microeconomics, macroeconomics, and corporate finance
  • Official transcripts from all institutions attended
  • Completed application
  • Resume

Tuition & Scholarships

Financial aid

To help make your graduate studies at Creighton University more affordable, we encourage you to apply for financial assistance. Here’s how to apply:

For questions about financial aid, contact:
gpfinaid [at] creighton [dot] edu
402.280.2731

Learn more:
Tuition and fees for all programs

Creighton makes public all required information for consumers. See also the federal gainful employment disclosure.

 

Important dates & Deadlines

Program Start Dates
August, February, May

Application Deadlines
Applications are accepted on a rolling basis throughout the year. Application materials must be received at least two weeks prior to your intended start date.

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