Graduate Financial Planning Certification

CLU offers a Certificate-only program for candidates wishing to work toward CFP® Certification in a graduate financial planning studies framework. The certificate program is designed exclusively for professionals who have an MBA or other business-related professional degree, e.g., JD, CPA or those with significant experience in the financial planning field.

In order to be eligible for the Certificate program, students must have a bachelor's degree from a regionally accredited U.S. institution (or equivalent coursework). Admission criteria are streamlined for those students wishing to pursue the Certificate program.

The Certificate program consists of eight courses:

  • Introduction to Financial Planning
  • Tax Management and Strategy
  • Employee Benefits and Retirement Planning
  • Risk Management and Insurance
  • Principles of Estate Planning
  • Financial Principles and Policies
  • Investment and Portfolio Management
  • Capstone Course in Financial Planning

Successful completion of the courses is required to earn a Certificate in Financial Planning and to be eligible to sit for the CFP® Certification Examination.

In addition, the California Institute of Finance offers a Pre-Prep Course for the CFP exam. This course is designed to help you make efficient and productive use of your time in preparing for your upcoming Exam and to help you achieve a "PASS" on the first sitting.

The Masters Degree in Financial Planning helps finance-related professionals keep pace with growing market demand and stay ahead in an increasingly complex and competitive financial career field.