Personal Financial Planning (Graduate Certificate)

Program Availability

Are you a professional in the finance sector looking to re-energize your career by earning a CFP®, CLU® or ChFC® professional designation?

Through the Heider College of Business’ Center for Insurance and Risk Management (CFRIM), you can take courses toward a graduate certificate in personal financial planning that will satisfy all areas of study required to sit for the CFP® exam. You can also complete your certificate if you want a graduate-level focus area in financial planning within an MBA degree.


The Personal Financial Planning Graduate Certificate consists of 21 credit hours. See the complete list of courses you’ll take.

These 21 credit hours may also apply toward the 33 total hours needed for an MBA degree with an emphasis in financial planning. Industry professionals who do not wish to pursue the MBA degree may take these classes either for credit or non-credit. Not all classes are offered each term. 

Admissions Requirements

Applicants must have:

  • baccalaureate degree from an accredited institution of higher education
  • equivalent of Principles of Accounting I, Macro and Microeconomics, and Corporate Finance
  • evidence they have completed at least one statistics course that includes regression and correlation.  Students without a statistics class will need to complete either a non-credit statistics tutorial offered for a fee through the Heider College of Business Graduate Business Programs or an undergraduate statistics course.

A completed application form, current resume and non-refundable application fee are required.

One official transcript must be sent from each institution of collegiate rank attended by the applicant.  Transcripts should be sent directly from the collegiate institution to:

Graduate Business Programs
Harper Center 3007
2500 California Plaza
Omaha, NE  68178

All such transcripts become the property of Creighton University.


Tuition & Scholarships

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