Financial Planning Post-Master's Certificate
Overview
Finance is a broad discipline that affects organizations and personal lives. The Saint Joseph’s University post-masters certificate in financial planning explores the current financial practices of both the organization and the individual.
What is the Financial Planning Post-Master's Certificate?
The financial planning post-master's certificate walks you through the examination of how various entities such as individuals, businesses and governments raise money, select among investment alternatives, and manage their resources. It also prepares you to handle financial practices in an ever-changing marketplace. You will study the following:
- Tax Planning
- Personal Financial Planning
- Portfolio Management
- Personal Insurance Planning
- Pensions and Benefits
- Estate Planning
What Can You Do with a Financial Planning Post-Master's Certificate?
Obtaining a post-master's certificate in financial planning will prepare you for a fulfilling career helping others manage their finances. Graduates have gone on to pursue careers as:
- Personal financial planner
- Wealth management advisor
- Risk analyst
- Client services advisor
How Will Saint Joseph's University Enhance Your Financial Planning Career?
Financial planner certification is the most recognized professional certification for financial planners, demonstrating expertise in the field and adherence to rigorous standards. Our financial planning post-master's certificate program has been specifically designed for students who have already earned an MBA degree, but do not have the requisite coursework to sit for the CFP® exam.
CFP BOARD-APPROVED PROGRAM
Saint Joseph's University's post-master's certificate in financial planning is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board)* as an approved education program. As such, the program satisfies CFP Board's education requirement, making you eligible to sit for the CFP® exam.
*Saint Joseph's University does not certify individuals to use the CFP®, Certified Financial Planner™ and flame logo marks. CFP® certification is granted solely by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to individuals who, in addition to completing an education requirement such as a CFP Board Registered Program, have met ethics, experience and examination requirements.