College of Saint Rose

School of Business

Financial Planning Advanced Certificate


Graduate, Adult and Continuing Education Admissions, 432 Western Ave

Albany, NY 12203

United States


(518) 485-3900

Program Information

Degrees 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.



Facts & Figures

Financial Aid: Yes

International Financial Aid: Yes

Classification: Master's College or University I

Locale: Small City

Size & Settings: 3,000-5,999

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