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Program checklist · Certificate

Financial Planning, Certificate

Suffolk University · Boston, MA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Certificate
Credential class
ceterms:Certificate
CIP
52.0804
Credits (computed from items)
21
Catalog edition
2025-2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
168005
CourseShelf checklist
CK_168005_de896dbc
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 61

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Undergraduate Degree Requirements

26 items
  1. Accounting & Business Law
    Not resolved to a course
  2. Business Analytics and Information Systems
    Not resolved to a course
  3. Business Economics
    Not resolved to a course
  4. Corporate Accounting and Finance
    Not resolved to a course
  5. Finance, BSBA
    Not resolved to a course
  6. Financial Planning, BSBA
    Not resolved to a course
  7. Finance Minor
    Not resolved to a course
  8. Investments Minor
    Not resolved to a course
  9. Corporate Finance Minor
    Not resolved to a course
  10. Financial Institutions Minor
    Not resolved to a course
  11. FinTech Minor
    Not resolved to a course
  12. Financial Planning, Certificate
    Not resolved to a course
  13. International Business
    Not resolved to a course
  14. Interdisciplinary Business Studies
    Not resolved to a course
  15. Public Service and Healthcare Administration
    Not resolved to a course
  16. Sports Management
    Not resolved to a course
  17. Supply Chain Management
    Not resolved to a course
  18. Sawyer Business School Graduate Programs
    Not resolved to a course
  19. Dual Degree Graduate Programs
    Not resolved to a course
  20. INTO Suffolk Programs
    Not resolved to a course
  21. Catalog Links
    Not resolved to a course
  22. Catalog Home
    Not resolved to a course
  23. Site Map
    Not resolved to a course
  24. All Catalogs
    Not resolved to a course
  25. 2025-2026 Catalog / Sawyer Business School Undergraduate Programs / Finance / Financial Planning, Certificate
    Not resolved to a course
  26. Financial Planning, Certificate
    Not resolved to a course

Certificate Requirements (21-32 Credits)

7 items
  1. Required Courses (7 courses, 21 credits)
    Not resolved to a course
    21
  2. Business Finance
    Not resolved to a course
  3. General Insurance
    Not resolved to a course
  4. Principles of Investment
    Not resolved to a course
  5. Practical Financial Planning
    Not resolved to a course
  6. Retirement and Estate Planning
    Not resolved to a course
  7. Case Studies in Financial Planning
    Not resolved to a course
Source. Suffolk University, catalog 2025-2026 — https://suffolk.smartcatalogiq.com/en/2025-2026/catalog/sawyer-business-school-undergraduate-programs/finance/financial-planning-certificate. Captured page pages/0501.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.