Graduate Certificate - Financial Planning
Credit hours to complete degree: 18
Last Updated: 5/28/2023 9:01 am
Fundamentals 3 credit hours
For students new to financial planning or seeking AFC certification. Check with your advisor prior to enrolling.
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| Course | Credits | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer |
| Fundamentals for Family Financial Planning | 3 | Jim Deal | Jonathan Fox | Jim Deal | Jim Deal | NDSU | NDSU | NDSU | ||||
Core Courses 12 - 15 credit hours
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| Course | Credits | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer |
| Estate Planning for Families | 3 | M.J. Kabaci | M.J. Kabaci | M.J. Kabaci | M.J. Kabaci | MTSU | MTSU | MTSU | ||||
| Insurance Planning for Families | 3 | Kathryn Morrison | Kathryn Morrison | Kathryn Morrison | Kathryn Morrison | Kathryn Morrison | Kathryn Morrison | SDState | SDState | SDState | ||
| Investing for the Family's Future | 3 | Kathleen Boyd | Kathleen Boyd | Kathleen Boyd | Kathleen Boyd | OSU | OSU | OSU | ||||
| Personal Income Taxation | 3 | Rui Yao | Axton Betz-Hamilton | Axton Betz-Hamilton | Jonathan Fox | ISU | ISU | ISU | ||||
| Retirement Planning, Employee Benefits, and the Family | 3 | Doug Nelson | Doug Nelson | Doug Nelson | Doug Nelson | UNL | UNL | UNL | ||||
Capstone Course 3 credit hours
This required course should be taken after all core courses have been completed.
| 2022 | 2023 | 2024 | 2025 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Course | Credits | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer | Fall | Spring | Summer |
| Financial Planning - Case Studies | 3 | Jonathan Fox | Kathryn Morrison | Kimbree Redburn | Jonathan Fox | Kathryn Morrison | Kimbree Redburn | SDState | SDState | MTSU | SDState | SDState |
