Skip to main content

Course Planner

Family Financial Planning Graduate Programs

The 18-credit online financial planning graduate certificate is ideal for students who are not interested in pursuing a master’s degree but are seeking graduate-level coursework to meet the educational requirements to sit for the CFP ® exam. Courses include retirement planning, insurance planning, and investing for the future. The financial planning certificate also includes a final capstone course for an immersive academic experience that connects the classroom to the career.

View Spring Course Info View all Course Descriptions View Program Page

Fundamentals 3 credit hours

This course is for students new to financial planning or seeking AFC certification. Check with your advisor before enrolling. 
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Fundamentals for Family Financial Planning^3Jim DealJim DealNDSUNDSU

Core Courses for the Financial Planning Graduate Certificate 12 - 15 credit hours

Courses with an * are required to sit for the CFP® exam.
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Estate Planning for Families*3M.J. KabaciM.J. KabaciKimbree RedburnMTSUMTSU
Insurance Planning for Families*3Kathryn MorrisonDoug NelsonUNLUNL
Investing for the Family's Future*3Kathleen BoydMengya WangOSUOSU
Personal Income Taxation*3Jonathan FoxJonathan FoxJonathan FoxISUISU
Retirement Planning, Employee Benefits, and the Family*3Doug NelsonDoug NelsonUNLUNL

Capstone Course 3 credit hours

This required course should be taken after all core courses have been completed. 
2024202520262027
CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Financial Planning - Case Studies*3Kimbree RedburnKathryn MorrisonKimbree RedburnKimbree RedburnMTSUMTSUMTSUMTSU