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Financial Planning

Advanced Certificate in Financial Planning

The Advanced Certificate in Financial Planning prepares professionals to enter, or advance within, careers in banking, investments, insurance, wealth management and related fields. Financial planners and advisors use their knowledge of investments, tax law, insurance and real estate to recommend financial options to individuals based on their short term and long term financial goals. These options may relate to retirement planning, estate planning, taxes, funding for college, and general investment options. Increased investment by businesses and individuals is expected to result in increased career opportunities for financial planners and advisors.

The Financial Planning program is approved by the Certified Financial Planner Board of Standards. Completion of this 24 credit program allows students to sit for the CFP® (Certified Financial Planner) examination. Several courses in the curriculum have also been approved for Continuing Education (CE) credits by the Pennsylvania Insurance Department.

All courses may be offered the day, evenings or weekends. A maximum of two three-credit courses completed during the last ten years may be applied toward the Certificate in lieu of equivalent required courses. All students must demonstrate computer competency or meet this requirement by completing Computer Applications (MIS 101).

Course Requirements*
ACCT 230
FIN 220
  Tax Accounting
  Intro to Financial Planning
FIN 301   Investments
FIN 310   Employee Benefits and Retirement Planning
FIN 315   Principles of Risk Management
FIN 345   Financial Institutions and Markets
FIN 410   Estate Planning
FIN 490   Financial Plan Development*

* Required for students that began after 1-1-2012

*Descriptions are available in the course catalog

Cost and Career Information

In compliance with the “gainful employment” regulations under Title IV of the Higher Education Act, as amended, Mercyhurst is disclosing certain cost and career information to prospective students. You can view this information by clicking here.

Admissions Requirements

B.A. or B.S. with an overall GPA of 2.5

Admissions Procedures

Applying is easy! Fill out your FREE Online Applicaiton. Questions regarding this advanced certificate program may be directed to Paul Hirsch, enrollment counselor in the Office of Graduate & Continuing Education, at or (814) 824-2985.You can send your official college transcripts to the Office of Graduate & Continuing Education at:

Mercyhurst University
Attn: Paul Hirsch
501 E 38th St
Erie, PA 16546