Financial Planning Certificate
AvailableOn Campus & Online
ContactOffice of Graduate Admissions1-888.511.1306[email protected]
Move beyond the basics of finance and take your career in financial advising to the top ranks of the finance industry
Financial advising is regularly listed among the top jobs in the United States, with increasing demand for services as retirement planning increasingly becomes the responsibility of individuals, not employers. Being a savvy wealth manager means understanding the basic tenants of finance — including risk, investment management and estate planning — but also requires a set of analytical skills, so you can ensure you're making smart recommendations that create value for your customers, whether they are parents planning a college fund, retirees preparing inheritances or hedge funds.
The Financial Planning certificate at Stevens has been registered with the Certified Financial Planner Board of Standards, indicating that it teaches the required skills for aspiring financial planners to sit for the required exams to pursue certification.
The following courses are required for this certificate:
FIN 510 Financial Statement Analysis
FIN 627 Investment Management
FIN 550 Financial Planning and Risk Management
FIN 560 Federal Taxation of Individuals
FIN 555 Retirement and Estate Planning
FIN 565 Financial Plan Development
If desired, the above courses can be applied toward a full graduate degree from the School of Business, especially the master's in Finance.