College Of Saint Rose

Program Information

Degree Offered

Financial Planning Advanced Certificate

Format: Campus

Program Description:

The Advanced Financial Planning 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 Graduate 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.

Accreditation:

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Tuition & Financial Aid

Financial Aid Offered: No

Classification: Master's Colleges & Universities I

Institution Sector: Private not-for-profit

Locale: Small City

Size & Settings: 5,000 - 9,999