Graduate Certificate in Financial Planning
Download as PDF
School
Program Level
Program Description
Financial advising is regularly listed among the top jobs in the United States, with increasing demand for services as retirement planning increasingly becomes the responsibility of individuals, not employers. Being a savvy wealth manager means understanding the basic tenants of finance — including risk, investment management and estate planning — but also requires a set of analytical skills, so you can ensure you're making smart recommendations that create value for your customers, whether they are parents planning a college fund, retirees preparing inheritances or hedge funds.
The Financial Planning certificate at Stevens has been registered with the Certified Financial Planner Board of Standards, indicating that it teaches the required skills for aspiring financial planners to sit for the required exams to pursue certification.