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Graduate Education That Sets You Apart

Develop in-demand expertise with stackable certificate programs from the leader in applied financial knowledge and education.

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Flexible, Modular Learning

Knowledge Tailored to Your Career

Choose from seven stackable graduate-level certificates to customize your learning to your professional goals while building your resume.

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Build Planning Mastery

Learn from the industry’s top experts to help you tackle today’s challenges and meet complex client needs with powerful graduate programs.

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Elevate Business Success

Increase your knowledge in key areas of business planning to elevate your practice and advise leaders, executives, and entrepreneurs.

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Available Financial Certificate Programs

Business Succession Planning Certificate

Receive succession planning expertise to support business owners and expand your business into this sought-after area.

Estate Planning and Taxation Certificate

Explore advanced estate and planned giving concepts, income tax planning techniques, and the latest business succession strategies.

Financial Psychology Certificate

Build the skills to understand client behavior, strengthen relationships, and apply behavioral insights to deliver more effective financial planning.

Advanced Retirement Planning Certificate

Build advanced skills in retirement planning, retirement products, and aging with this fully-online certificate program.

Advanced High Net Worth Certificate

Build expertise in advanced tax strategies, estate planning, and investment management so you can serve affluent clients with confidence.

Executive Leadership Certificate

This fully-online certificate builds advanced skills in strategic decision-making, executive presence, and team leadership.

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Earn Your Master’s Degree

Stack Graduate Certificates, Earn Your MSFP

To meet evolving client needs and drive your career forward, you need advanced, specialized knowledge. By stacking your choice of our seven graduate certificates and completing an in-person residency, you can earn your Master of Science in Financial Planning (MSFP).

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There’s So Much More to Explore

Student Experience

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Our Programs

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FAQs

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Have questions? Reach out to a member of the Admissions team