Family Financial Planning, Graduate Certificate — ONLINE
Get a family financial planning certificate
This graduate certificate is designed for working professionals seeking to become
a Certified Financial Planner (CFP®) and enhance their personal financial knowledge through the convenience of a fully
online program. We offer all of the courses needed to be prepared to sit for the CFP®
exam, but the graduate certificate on its own does not grant certification.
Complete the education requirements in order to sit for the Certified Financial Planner®
exam. The journey to earning your CFP® certification begins with a solid education. There
are two parts to the education requirement. The first part involves completion of
a specific set of financial planning course content delivered by a CFP® Board Registered
program. OSU’s Family Financial Planning program is approved as a CFP® Board Registered
program. Upon completion of all courses, you will submit your transcript to the Financial
Planning Board of Standards, an industry group that supports the financial planning
industry and administers the exam. Once your credentials are approved, you may sit
for the CFP® exam, which is administered by the CFP® Board.
This program builds your literacy in financial counseling, retirement planning and
family financial planning to prepare you to create and deliver financial strategies
and solutions for others.
Successful completion of this certificate program requires 18 credit hours (six courses)
of graduate-level coursework. Credit hours are transferable to additional graduate
degree programs.
Courses in this fully online program are delivered through Canvas, OSU's online learning platform. We facilitate peer-to-peer collaboration and community
building using technology.
Required (18 credit hours):
FFP 5403: Estate Planning for Families
FFP 5453: Retirement Planning, Employee Benefits and Family
FFP 5553: Insurance Planning for Families
FFP 5603: Investing for the Family's Future
FFP 5653: Personal Income Tax for Family Financial Planning
FFP 5803: Case Studies for Family Financial Planning
Applications are accepted on a rolling basis, with applicants strongly encouraged
to apply at least three months prior to the preferred starting term. Applicants will be notified of admission status within four to six weeks of submission.
Transcripts from all previously attended institutions (undergraduate degree from an
accredited university with a minimum 3.0 GPA required; admission with qualifications
may be considered)
Professional goal statement
Academic vita/resume
Three professional letters of recommendation
Cost
Tuition rates for IDEA programs are the same for both in-state and out-of-state students
and are set at an affordable, common price per credit hour.