Curriculum: Graduate Certificate in Financial Planning

The curriculum in Oregon State’s hybrid Graduate Certificate in Financial Planning consists of 27 credit hours of course work specifically designed to meet the requirements of the Certified Financial Planner (CFP) Board. 

The certificate program enrolls a new cohort of students every fall term. It blends online course work with in-person classes in Portland and requires the completion of the following seven courses:

Required courses (27 credits)

  • BA 540 – Corporate Finance (3)
  • FIN 542 – Investments (3)
  • FIN 550 – Fundamentals of Financial Planning (4)
  • FIN 551 – Financial Planning I (4)
  • FIN 552 – Financial Planning II (3)
  • FIN 553 – Financial Planning III (6)
  • MRKT 588 – Personal Selling (4)

Please note: Accepted students who do not have introductory course work in finance and/or accounting will be required to take BA 515 prior to enrolling in BA 540. Also, students are required to have successfully completed at least 3 credits of college-level statistics before beginning studies in this graduate certificate program.

Sample course calendar

FallWinterSpringSummer
BA 540 FIN 542 FIN 552 FIN 553
FIN 550 FIN 551 MRKT 588  
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