Certificate in Personal Financial Planning

Certificate in Personal Financial Planning

The mission of the Certificate in Personal Financial Planning Program is to engage students in the learning of financial planning concepts from both practical and theoretical perspectives. The Certificate in Personal Financial Planning program is designed to meet the education requirement needed for CFP Certification and is geared towards those individuals who have already received their Bachelor's degree at a minimum. .

Program Highlights:

Cost Per Course: $850

Number of Courses: 6

Program Start Times: September and January

Quickest Program Completion Time: September Start = 9 Months; January Start = 12 Months

With the FLEX format, you can choose to take each class in either a blended or online format. Each time you register for a new course, you can choose one of these formats:

  1. Blended - Classes run for eight weeks with a combination of one on-grounds session at our New Haven campus and one online assignment each week from the comfort of your home or office. Students who choose this option often enjoy the best of "both worlds" as they benefit from in-class discussion with their classmates and professors while maintaining the convenience of working on projects and assignments from home.
  2. Online - Online or Distance Learning classes run for eight weeks with two online "sessions" each week that you can "attend" from the comfort of your own home or office. All weekly assignments are offered asynchronously, meaning you have the ability to work on them at your own time and pace.

Certificate Program Course Curriculum

BE 367 Fundamentals of Financial Planning and Insurance*

BE 368 Investments and Capital Accumulation*

BE 369 Retirement Planning*

BE 370 Trusts, Gifts, and Estates*

BE 361 Federal Income Taxation for Individuals*

BE 396 Financial Planning Capstone*

Admission Requirements

  • A completed application and a $35 non-refundable application fee
  • Official transcripts from all universities or colleges attended
  • For non-native English speakers, minimum TOEFL score of 550 paper-based, 80 internet-based, or 213 computer-based
  • Proof of immunization in accordance with Connecticut State requirements
  • For applicants who intend to use Department of Veterans Affairs (VA) Educational Benefits
    • Military, university and college transcripts
    • Certification of Eligibility letter or, for reservists, Notice of Basic Eligibility
    • Veteran's Intent to Register form
  • A resume or C.V
  • A resume or C.V