Graduate Certificate in Financial Planning

General

Read more about this program on the institution's website

Program Description

The Family Financial Planning Graduate certificates (18 credits) are available in Financial Planning and in Financial Counseling.

Family Financial Planning

The need for personal and family financial planning is greater than ever. U.S. News & World Report ranks family financial planning as the third best business job in 2017, with a median salary of nearly $90,000.  Financial planners consistently report an increase in average annual gross earnings after receiving their CFP® certification.  Common job titles include Wealth strategist; Financial planning analyst; Director of family wealth; Financial coach.

Graduate Certificates. The 18 credit-hour graduate certificate program in Financial Planning is designed for students who want to graduate coursework that meets the educational requirement to take the CFP® Certification Examination but who do not need a Master's degree.  The 18 credit-hour graduate certificate program in Financial and Housing Counseling is designed for students who want graduate coursework that meets the educational requirement to take the AFC® Certification Examination but who do not need a Master's degree.

Graduate Certificate Requirements

Code Title Credits
HDFS 762 Retirement Planning, Employee Benefits, and the Family 3
HDFS 763 Personal Income Taxation 3
HDFS 765 Insurance Planning for Families 3
HDFS 766 Estate Planning for Families 3
HDFS 769 Financial Planning Case Studies 3
HDFS 771 Investing for the Family's Future 3
Total Credits - 18

Admission Requirements

In addition to the Graduate School’s required application requirements, submit the statement of purpose indicating reasons for pursuing graduate study, specifying your special interests within your chosen discipline and including your background preparation in that area. Mention any relevant skills or experience you have acquired. In addition, be sure to address the following, in 500 words or less:

  • How your interest in this field developed.
  • Why you chose our program at NDSU.
  • The experiences you have had (e.g. informal, academic, employment, volunteer) that you see as related to this graduate program or your professional goals.
  • What your professional goals are and how this graduate program will help you accomplish your professional goals.

Family Financial Planning Outcomes

The need for personal and family financial planning is greater than ever. U.S. News & World Report states that this is expected to be one of the faster-growing occupations over the next decade, with a projected growth rate of 7 percent through 2028, according to the U.S. Bureau of Labor Statistics. 

Graduates of Great Plains IDEA’s online Family Financial Planning master’s degree have gone onto work in prominent roles such as:

  • Wealth Strategist
  • Private Wealth Analyst
  • Retirement Plan Administrator
  • Mortgage Loan Officer
  • Manager of Financial Analysis and Planning
  • Director of Family Wealth
  • Financial Coach/Analyst
  • Finance or Product Manager
  • Director of Finance
  • Chief Financial Officer 
Last updated Oct 2020

About the School

NDSU is a student-focused, land-grant, research university with a graduate student population of about 2,000 across 75+ programs. Our students work with world-class faculty on innovative, and often in ... Read More

NDSU is a student-focused, land-grant, research university with a graduate student population of about 2,000 across 75+ programs. Our students work with world-class faculty on innovative, and often interdisciplinary, research. Additionally, our students have access to professional development opportunities, and events such as Three Minute Thesis. Our low tuition costs make NDSU a bargain, and our career outcomes are excellent. We are located in Fargo, ND – a Midwestern “hidden gem,” and a welcoming and vibrant community of about 230,000 with a unique rural-urban feel. We have a bustling entrepreneurial atmosphere; rich culture; great local fare, arts, and entertainment; and family friendly environment. Read less