School of 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 the completion of four courses:

PFP 5325: Introduction to charitable planning

PFP 5326: Advanced charitable planning for large estates

PFP 5327: Charitable giving - research, theory, and marketing

PFP 5328: Planned giving - demographics and decision-making

 

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• Online Graduate Certificate in Charitable Financial Planning

Graduate Certificate in Financial Health & Wellness

The Graduate Certificate in Financial Health and Wellness is designed for working professionals wanting to expand their knowledge of the psychology of financial planning and bring fulfillment to themselves and their clients. Content is based on empirical research, meaning it stands the test of time to deliver practical insights and applications to clients. The certificate requires the completion of three courses: PFP 5377, 5378, and 5385 OR 6394.