Dec 03, 2023  

Financial Analysis and Planning Graduate Certificate

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Graduate Certificate

The certificate program is designed for students interested in acquiring theoretical and practical financial knowledge and skills consistent with 21st century organizational needs and financial industry careers.  

Admission Requirements

  1. Same as College and University requirements  
  2. The certificate program in Financial Analysis and Planning may be pursued concurrently with other graduate programs at the University of Memphis. To be approved for the program, students currently admitted to a graduate program at this University must complete an application form and submit it and a current graduate transcript to the Department of Finance, Insurance and Real Estate for review.  
  3. Non-degree seeking graduate students may also pursue this certificate program of study. To be approved for the program, these students must submit evidence of this non-degree-seeking graduate student status, along with the completed application form, to the Department of Finance, Insurance and Real Estate for review.  
  4. Admission to this certificate program is not an implied acceptance into any master’s degree program in the Fogelman College of Business and Economics. 

Program Requirements

Students consider sitting for the national CFP exam should take undergraduate ACCT 3510 – Federal Income Tax as a prerequisite for taking the required five graduate courses. 

Five Courses are required for the certificate from the following primarily FIR list (students should consider CFP Board’s course requirements for eligibility to sit for the national CFP exam, or alternatively courses that prepares them for the international CFA exam): 

Graduation Requirements

  1. To obtain the certificate, a student must complete five courses recommended for preparing CFA or CFP exam with an average grade of 3.0 (B) or higher, for a total of 15 credits. 
  2. In the semester of graduation, the student must submit an Intent to Graduate form to the Graduate School and a Graduate Certificate Candidacy form to the College Director of Graduate Studies by the deadline specified by the Graduate School. 

Retention Requirements

Students receiving more than three semester letter grades below B- will be dropped out of the certificate program. 

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