Financial Planning Certificate

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Program Objectives

The Graduate Certificate in Financial Planning provides students with the educational component of the CFP Board’s requirements and prepares them for the CFP Board certification exam, granting the students both a certificate from Salem State University and starting them on the path to becoming a CFP® practitioner.

Additional Admissions Requirements

Students must demonstrate acquisition of basic skills in writing and oral communication and quantitative study. As an evidence of quantitative skills, students must show proof of having completed a course in college level math. Those who do not fulfill that requirement can do so by taking a college level math course.

Program Requirements

All candidates for this certificate must 1) complete 18 credit hours of graduate course work, as described below, and 2) achieve a 3.0 grade point average overall with no more than one C.

Required Courses

Total credits: 18

Additional Information and Notes

Certified Financial Planner Board of Standards Inc. owns the trademarks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Salem State University does not certify individuals to use the CFP^®, CERTIFIED FINANCIAL PLANNER^TM and certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.