在校园

个人理财规划(研究生证书)

Energize your career in finance and set yourself apart with a graduate certificate in Personal Financial Planning from 皇冠体育博彩大学's 海德商学院.

This program is best suited for finance professionals looking to energize their careers and better serve their clients by earning their CFP® certification. Your courses will prepare you to sit for the exam by teaching you to analyze personal financial situations and evaluate client objectives, needs and values to develop a comprehensive financial plan.

“Part of the culture in the 海德商学院 is that everybody who teaches here has work experience—it's not just all about academics. There are a lot of great scholars here who also can apply real-world experience to their programs.”

—Trent Wachner, PhD | Associate Professor, 海德商学院

获得参加CFP®考试所需的教育

The Personal Financial Planning Certificate curriculum consists of six courses designed to increase students’ financial planning knowledge. Courses provide a focused and in-depth curriculum that covers 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. Certified financial planners 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.

这是对你未来的明智投资

We know that graduate school can be a serious investment of your time and money, so we make sure that your investment is a smart one—and one that you can fit in your busy schedule. 你只需要修满18个学分, so you can earn your certificate in financial planning and prepare for the CFP® exam in about a year.

+, you’re well on your way to earning a master’s degree if you choose to further advance your education. The credits you earn in the personal financial planning certificate program can be applied toward a full 工商管理硕士(MBA) 重点是个人财务规划.

请求的信息
AACSB认证标志
一个人在电脑屏幕上分析代码
12% projected job growth for personal finance advisors over the next decade

计划的细节

项目目标和课程设置

The Graduate Certificate in Personal Financial Planning is ideal for financial professionals who are looking to advance their financial planning skills and are planning to earn their CFP® certification.

To earn this certificate, you must complete 18 credits:

  • 保险风险管理
  • 税收理论与商业决策
  • 遗产规划及税务
  • 退休计划和雇员福利
  • 投资价值与理论
  • 财务规划案例-顶点

教师

Our respected faculty at Creighton strives to help students in the personal financial planning graduate certificate program strengthen their skills, 扩展他们的知识并努力实现他们的目标.

硕士和双学位选择

Credits earned for this graduate certificate can be applied toward a full Master of Business Administration, which can be combined with a variety of other masters as a dual degree.

工商管理硕士(MBA) (33学分)

  • Gain a general management education that focuses on developing values-based leadership skills. Your certificate will provide an emphasis in Personal Financial Planning.
  • 可在校园,在线或混合格式.

入学要求

To be considered for admission to the Graduate Certificate in Financial Psychology and Behavioral Finance program, 申请者必须:

  • 完成申请
  • 附上一份最新的简历
  • Provide an official transcript from the institution that granted the Bachelor’s degree. 阅读更多关于 发送成绩单到这里
  • Submit a personal statement of interest in the graduate certificate
  • Include coursework in accounting, microeconomics, macroeconomics, and corporate finance

A personal interview may be requested in addition to the above requirements. 面试可以是面对面的,也可以是虚拟的.

International students are welcomed into this program so long as they complete it from their country of residence, 因为F-1签证将无法签发. 

国际申请者必须:

学费 & 金融援助

学费在每年秋季都有变化. 访问我们的财政援助网站了解更多详情.

金融援助
To help make your graduate studies at 皇冠体育博彩大学 more affordable, we encourage you to 提交FAFSA 申请经济资助. We also encourage you to apply for available graduate student scholarships and fellowships.

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