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Finance Graduate Certificate- Professional Financial Planning

  • Certificate in Professional Financial Planning (18 credits) 

    This certificate is appropriate for an individual who is interested in becoming a Certified Financial Planner® professional. The program is registered with the CFP Board and meets the educational requirements to sit for the CFP® examination.

    Required Courses 

    Course  Course Title  Credits 
    FINC 671   Foundations of Professional Financial Planning 3
    FINC 673   Investment Planning and Portfolio Analysis 3
    FINC 674   Income Tax Planning for Individuals and Businesses 3
    FINC 675   Retirement Planning and Employee Benefits 3
    FINC 676    Estate Planning 3
    FINC 780  Capstone in Financial Planning 3


     CFA® Disclaimer:
    NJCU does not grant the Chartered Financial Analyst® designation. The charter is granted by CFA Institute after completion of three levels of self-study, each culminating in an examination. You must pass each level sequentially, and fulfill other requirements of the program, before earning the right to use the CFA® designation. For more information on CFA Institute or its programs, go to www.cfainstitute.org.

    CFP Board Disclaimer:
    CFP®, Certified Financial Planner ™ and certification marks are owned by the Certified Financial Planner Board of Standards, Inc.
    New Jersey City University does not certify individuals to use the CFP®, Certified Financial Planner ™ or certification marks. 

    • CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.  

    CFM Disclaimer: 
    The Certified Financial Manager certification is granted by the ICMA, a joint initiative of the Institute of Management Accountants and the Financial Management Association. For more information on the CFM certification, go to their website at http://www.imanet.org  

    Certificate in Professional Financial Planning