Post-Masters Certificate in Financial Planning

Students who have received an MBA degree but do not have the requisite coursework to sit for the CFP examcan earn a Post-Masters Certificate in Financial Planning. This Certificate program requires the completion of the seven CFP registered courses. Saint Joseph's University's Post-Masters Certificate in Financial Planningis registered with Certified Financial Planner Board ofStandards Inc. (CFP)* as an approved education program. Successful completion of this certificate program satisfies the CFP Board's education requirement, allowing an individual to sit for the CFP Certification Examination. Please contact the Program Director for admission requirements and further details.

* Saint Joseph's University does not certify individuals to use the CFP®, Certified Financial PlannerTM and flame logo marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing and educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.   

ACC 601Tax Planning3
FIN 601Personal Financial Planning3
FIN 602Portfolio Management3
FIN 604Personal Insurance Planning3
FIN 605Pensions & Benefits Admin3
FIN 606Estate Planning3
FIN 620Fin Plan Dev&Presentn Capstone3