Texas Tech University

Personal Financial Planning

Graduate Certificates

Graduate Certificate in Charitable Financial Planning

The Graduate Certificate in Charitable Financial Planning is targeted towards working professionals in the fields of financial advising or fundraising.  The certificate is intended for those who wish to develop a specialty in the area of planned giving, including complex techniques involving private foundations, charitable remainder trusts, charitable lead trusts, donor advised funds, life insurance, and remainder interests. Students will also review and discuss the latest academic research on charitable giving motivations and fundraising strategies. The certificate requires completion of four courses: PFP 5325, 5326, 5327, and 5398.

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Graduate Certificate in Personal Financial Planning

The Graduate Certificate in Personal Financial Planning is designed to meet the educational requirement for the Certified Financial Planner™ Certification designation.  The certificate is designed to meet the educational requirement for the Certified Financial Planner™ Certification designation. A minimum of 18 hours must be completed in the areas of financial planning, asset management, insurance and risk management, retirement, tax, client communications, and estate planning for the certificate from Texas Tech University.

For students with no previous coursework in these areas, 28 hours may be required to meet the educational requirements of CFP Board to sit for the CFP® Certification Examination.

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