Registered with the Certified Financial Planner Board of Standards, Inc., the CFP® Certification Financial Planning Education Program, offers the curriculum in six post-baccalaureate courses meeting the coursework required for CFP® Certification Examination. The program starts with the Fundamentals of Financial Planning and Insurance Planning as a gateway to the financial planning process, and concludes with a capstone course focusing on completing comprehensive financial plans. Other major topics covered include Income Tax Planning, Estate Planning, Retirement Planning, and Investment Planning. Overall, the program is designed for students interested in a career in financial advisory, accounting, legal, financial services, and economics to deliver comprehensive financial planning instruction with an emphasis on high quality services according to clients’ needs, financial goals, and risk profile.
Program Outcomes:
Students will be able to
- understand the principal knowledge topics establishment the CFP® exam.
- design and develop a comprehensive finance plan.
- communicate in writing with clients catered to their financial goals and risk profiles.
Admission Criteria:
To be eligible to apply to graduate certificate programs, you must:
- have an undergraduate degree from a regionally accredited institution.
- have an undergraduate GPA of 3.0 or higher (waivers can be granted based on professional work experience and other factors).
How to apply:
- Complete the application via the online portal
- Submit a $25 nonrefundable application fee. (Waived for Elizabethtown College graduates).
- Upload your current resume.
- Request official transcripts from all undergraduate institutions attended.
- Upload a 1-2 page essay addressing your:
- motivation for pursuing the graduate certificate
- statement of professional goals
- goals for the application of the graduate certificate to your professional life
- OPTIONAL: Upload proof of certification in CPA, CMA, CIA, CFA, and other credentials related to financial services.
Those students who successfully complete a graduate certificate and wish to pursue a full master’s degree program will benefit from an abbreviated admission process (see below). Degree-seeking students must meet all of the established criteria for admission into their desired master’s degree program.
Advance to Stacked Graduate Certificate/Degree
After successfully completing their primary graduate certificate, students may complete the Advance in Graduate Certificate or Degree form in the JayWeb student portal to apply to a future graduate certificate or graduate degree. Additional materials may be required, depending on the program of interest.
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