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CFP Board Registered Graduate Certificate

The Department of Personal Financial Planning (PFP) offers the CFP Board Registered Graduate Certificate (18 credit hours) for students desiring 100% online (the distance program) as well as the students who desire on-campus (the resident program) educational experiences. This Certificate can be used toward a Master’s of Business offered by MU Trulaske College of Business.

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.

For Distance Program:

MU Course Number Hours MU Course Titles Great Plains Course Titles
FINPLN 7382 3 Financial Planning: Risk Management Insurance Planning for Families
FINPLN 7383 3 Financial Planning: Investment Management Investing for the Family’s Future
FINPLN 7187 3 Financial Planning: Tax Planning Personal Income Taxation
FINPLN 7386 3 Financial Planning: Employee Benefits and Retirement Planning Retirement Planning, Employee Benefits & the Family
FINPLN 7393 3 Financial Planning: Estate and Gift Planning Estate Planning for Families
FINPLN 8389 3 Financial Planning Case Studies Financial Planning Case Studies

The University of Missouri participates in the Great Plains Interactive Distance Education Alliance [GP IDEA,] an inter-institutional program that shares graduate faculty via the Internet. More information can be found from here.

Advising and registration take place in communication with Personal Financial Planning faculty and program coordinators at Mizzou Online. All courses are listed on a student’s transcript as University of Missouri graduate courses and are taught by graduate faculty located at any university within the Great Plains Alliance (Iowa State, Montana State, North Dakota State, Oklahoma State, South Dakota State, University of Missouri, and the University of Nebraska). The University of Missouri grants the degree or certificate for those who are admitted through our graduate school.

Coursework cost is set by members of the Great Plains Alliance and is the same across all institutions that are part of the Alliance. This cost typically differs from resident tuition and fee rates at member institutions. Some financial aid is available. Questions about the distance programs can be directed to Deanna L. Sharpe, PhD, Great Plains IDEA Director. More information can be found from here.

For the Resident Program:

All other coursework requirements for the resident program are the same as the distance program, except:

FinPln 7187 – Financial Planning: Tax Planning can be replaced with the following courses, Law 5375: Federal Income Tax, Law 5465: Corporate Tax, or Law 5916: Taxation of Property Transactions

FinPln 7393 – Financial Planning: Estate and Gift Planning can be replaced with Law 5555: Estate Planning & Taxation

How to Apply for Both Distance and Resident Programs:
  • Apply online at: University of Missouri Graduate School website. The review process will not start until the application is complete.
  • Submit the following:
    • Official Transcript(s)
    • Three Letters of Recommendations
    • Your resume
    • A statement of purpose (why you want to pursue an advance degree and how it will further your career)
    • Resume
    • A 2-minute video about to show about who you are, why you want to pursue MS degree in Mizzou PFP, and what your career goals are.
  • Official TOEFL* scores or IELTS (sent directly from the testing services), the department requires minimum TOEFL scores of 80 IBT and the writing score minimum of 17, or 6.5 of IELTS is recommended. See more information on minimum scores from the Language Requirements of the Graduate Studies office.
  • Note: No entrance exams are required.

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