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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.

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Fundamentals 3 credit hours

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

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

Courses with an * are required to sit for the CFP® exam.
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CourseCreditsSpringSummerFallSpringSummerFallSpringSummerFallSpringSummer
Estate Planning for Families*3M.J. KabaciM.J. KabaciMTSUMTSUMTSUMTSU
Insurance Planning for Families*3Kathryn MorrisonSDStateSDStateSDStateSDStateSDState
Investing for the Family's Future*3Kathleen BoydKathleen BoydOSUOSUOSUOSU
Personal Income Taxation*3Jonathan FoxJonathan FoxISUISUISUISU
Retirement Planning, Employee Benefits, and the Family*3Doug NelsonDoug NelsonUNLUNLUNLUNL

Capstone Course 3 credit hours

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