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
- Financial Planning - ADV CERT **No new applications are being accepted**
- Credential class
- ceterms:Certificate
- CIP
- 37.0106
- Catalog edition
- 2020-2022
- Checklist type
- degree-program
- Description
- The Financial Planning Advanced Certificate is intended for graduate students interested in personal financial planning for individuals or families. Financial planning involves the management of financial resources to establish a goal of where a person would like to be in the future and develop a plan of how he or she can achieve that goal. The plans developed require a comprehensive approach that includes several areas of personal finance including: investments, insurance, retirement benefits, estate planning and personal taxes. The Advanced Certificate will prepare students to further their careers in financial services organizations including banks, credit unions, insurance companies, investment firms, accounting firms or private practice. The Financial Planning Advanced Certificate curriculum meets the educational requirement for certification with the Certified Financial Planner Board of Standards (CFP Board) and qualifies students to sit for the CFP® Certification Examination, administered by the CFP Board. *CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The College of Saint Rose does not certify individuals to use the CFP ® and CERTIFIED FINANCIAL PLANNER TM . CFP certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Identifiers
- IPEDS UNITID
- 195234
- CourseShelf checklist
- CK_195234_acc9d170
- CollegeTransfer.Net
- Institution Transfer Profile
- Source
- CourseShelf publish 61
Requirements to complete
Every course or condition the catalog lists, in the catalog's order.
Academic Requirements:
9 items
- As published: “ACC 528”
- As published: “MBA 641”
- As published: “MBA 644”
- As published: “MBA 645”
- As published: “MBA 646”
- As published: “MBA 694”
- As published: “MBA 511”
- As published: “MBA 640”
- As published: “MBA 694”
Source. The College of Saint Rose, catalog 2020-2022 — https://strose.smartcatalogiq.com/en/2020-2022/graduate-catalog/academic-programs/the-huether-school-of-business/financial-planning-adv-cert. Captured page pages/2266.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.