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CFP® Board Registered Graduate Certificate

Completion of the following list of courses allows one to sit for the CFP® Examination to become a Certified Financial Planner. Students enrolled in the program should create an account with the CFP® Board.

  • FinPln 7183 - Fundamentals of Personal Financial Planning
  • FinPln 7187 - Financial Planning: Tax Planning or all of the following:
    • Law 5375: Federal Income Tax
    • Law 5465: Corporate Tax
    • Law 5916: Taxation of Property Transactions
  • FinPln 7382 - Financial Planning: Risk Management
  • FinPln 7383 - Financial Planning: Investment Management
  • FinPln 7386 - Financial Planning: Employee Benefits and Retirement Planning
  • FinPln 7393 - Financial Planning: Estate and Gift Planning or:
    • Law 5555: Estate Planning & Taxation
  • FinPln 7389 - Financial Planning: Case Analysis

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