GRADUATE CERTIFICATE FINANCIAL PLANNING

[Pages:1]GRADUATE CERTIFICATE FINANCIAL PLANNING

OVERVIEW

The Graduate Certificate in Financial Planning program is designed for those who already have an undergraduate degree and are interested in the body of knowledge specified by the Certified Financial Planner Board of Standards in a formal educational setting. The financial planning courses are delivered online. Students may elect to take the seven-course financial planning sequence for credit as part of a MBA degree program (graduate tuition rates apply) or to take the courses on a non-credit basis (certificate tuition applies).

CAREER BENEFITS

Personal financial planners, or financial consultants, use their knowledge of investments, estate planning, college funding, and tax laws to recommend financial options to individuals and help them achieve their short-term and long-term goals. A personal financial advisor meets with the client and obtains current financial situation and future financial goals. They then make recommendations on saving and investing for retirement, college funding, estate planning, insurance, and other investment options, taking into consideration the client's risk and return preferences. The financial plan of the client is reviewed and updated periodically. Many financial planners manage their client's financial portfolio and some trade securities on behalf of their clients.

PREREQUISITES

The Graduate Certificate program is intended for the person who has completed an undergraduate bachelor degree and wishes to enhance his or her professional credentials.

COURSE LIST

CER 5000

Graduate Certificate Orientation

FNP 6100

Investment Planning

FNP 6200

Insurance and Risk

Management

FNP 6300

Retirement and Employee

Benefits Planning

FNP 6400

Income Tax Planning

FNP 6500

Estate Planning

FNP 6600

Capstone Financial Plan

Development Course

Total

0 credits 3 credits

3 credits

3 credits 3 credits 3 credits

3 credits 18 credits

TAUGHT BY EXPERTS

Our instructors are thought leaders and experts in their respective fields. Cleary professors provide relevant and practical experience and knowledge that can be applied in the workplace.

SCHEDULE

Graduate certificate programs are delivered 100 percent online. Each class is a 7-week session, to allow students to focus on one class at a time.

ADMISSION

Applicants must meet Cleary University admission standards and provide official academic records.

APPLICATION REQUIREMENTS

1. Complete online application (application fee: $60). 2. Forward official academic records.

Apply online at CLEARY.EDU

Information provided is accurate at the time of production. Please see the full Academic Catalog on our website for complete degree and course information. Cleary reserves the right to change academic programs, policies, regulations, fees, calendars, courses, and/or degree requirements as needed or required. November, 2016.

BUSINESS STRONGTM

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