A Financial Planning Certificate offers skills in performing research and analysis, managing investment options, and advising on long term financial decisions.
Enjoy a rewarding career and improve people's financial security!
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FAQs
What makes this program special?Our program combines hands-on learning with a strong emphasis on ethics and professionalism. Students complete a structured seven-course sequence necessary to achieve certification.Who should take this program?Ideal candidates include those interested in financial advising, wealth management, retirement planning, investment planning, and tax planning. Students aiming for certification and careers focused on client financial success will find this program beneficial.Who might struggle with this program?Students uncomfortable with financial analysis, numerical skills, or client interactions might find the program challenging and may prefer other business or finance pathways.Can these skills transfer to other roles?Absolutely. Graduates can apply their financial planning skills to careers in business administration, finance, or broader wealth management roles.Is this program suitable for advanced students or those pursuing graduate studies?Yes. Students aiming for graduate studies, such as an MBA, should consider additional coursework in finance or business to meet graduate program prerequisites.CERTIFIED FINANCIAL PLANNER® and CFP® are certification marks owned by Cerified Financial Planner Board of Standards Center for Financial Planning, Inc. and licensed in the United States to Certified Financial Planner Board of Standards, Inc. (collectively, "CFP Board"). Newman University's Financial Planning program is not a CFP Board-Registered Program and is not in any way sponsored or endorsed by, or otherwise affiliated with, CFP Board.
- Program Talking Points:
Fulfills all education requirements for financial planning. 
Project-based curriculum that builds a professional portfolio that hiring managers demand 
Don't get lost in a sea of students. Moderate class sizes mean you'll make strong, personal industry connections
Business & Technology Faculty
"Dr. Straub encourages students to come in and talk to him about anything. He often said he wanted to be a mentor in life, not just in school. Going in, asking questions and building relationships with your advisor is key to your success in college."
Newman School of Business & Technology, Business Management, Anthony Ferrante - Read More
"Newman gave me so much that I didn’t expect and wasn’t looking for. The experiences I’ve gotten here make me feel proud of myself. People at Newman know my name, they know where I’m from. Newman gave me so much that I didn’t expect and wasn’t looking for. The experiences I’ve gotten here make me feel proud of myself."
Newman School of Business & Technology, Business Management, Juan Cordova