Financial Planning Graduate Certificate at University of South Florida

Programme overview

The certificate integrates analytics and critical thinking with hands-on financial planning expertise. As a CFP Certification Education Program it fulfils the educational requirement to sit for the CFP exam, and credits can be applied toward the MSF or MBA degrees.

Faculty: Muma College of Business | Department: Kate Tiedemann School of Business and Finance | Duration: 18 credit hours minimum | Intake: Fall, spring and summer (application deadlines June 1, October 15, February 15) | Study mode: full-time | Location: Tampa, FL, United States

What you will study

Five required courses: Fundamentals of Insurance and Financial Planning, Retirement Planning, Estate and Income Tax Planning, Behavioral Finance and Advanced Financial Management for Planners; plus Quantitative Investments, or Investment Concepts and Financial Management (2 credits each).

Career pathways

Roles in wealth management and financial advising.

Official programme page

Application information

Entry requirements

Graduate Certificate programme group (USF): applicants must apply and be admitted to the certificate, and meet University graduate admission requirements including English proficiency minimums. Applications are due June 1 (fall), October 15 (spring) and February 15 (summer). Applicants are encouraged to contact the Graduate Certificate Director before applying.

Requirements published at program group level.

Tuition is charged per credit, so the total depends on the modules you register for each year. Current fees are listed in the official fee schedule.

Intake: Fall, spring and summer (application deadlines June 1, October 15, February 15)

Duration: 18 credit hours minimum

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