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Certificate in Financial Planning

Graduate Credit & Non-Credit Options

• Master of Business Administration in Financial Planning
• Graduate Certificate in Financial Planning
• Non-Credit Financial Planning Option

Becoming a CFP® Certificant

The demand for sound, professional financial advice is growing. Certified Financial Planner^TM practitioners have met rigorous standards and are at the forefront of the financial planning industry.

Benefits of the Program

• The 5 course curriculum is a CFP Board-Registered Program. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
• Courses are offered on a rotating basis throughout the year.
• A typical class schedule is one class meeting for 3 hours each evening for 10 weeks.
• Courses are accepted for Continuing Education (CE) credit, please contact the program director for additional information.
• Instructors are experienced business professionals with advanced degrees, years of teaching experience and expertise in the course area.
• Convenient campus location in Orland Park, IL. Just off I-80.

Additional Program Information

• An undergraduate degree in any field is required in order to start the program.
• An undergraduate degree in Accounting, Business, Economics or Finance is advantageous.
• Courses can be taken in any order. No course is a prerequisite for another.

Credit or Non-Credit

The BUSGR course prefix indicates graduate credit. The BUSNC designation indicates non-credit. The material for the graduate and non-credit offerings is identical. 2009-2010 tuition for credit courses is $708 per credit hour or $2,124 per course. Tuition for non-credit is $850 per course.

Students who wish to take courses for non-credit may make special arrangements to do so by contacting:

Sr. Margaret Mary Hinz, RSM
Associate Director, Graduate Programs
Graham School of Management, Orland Park Campus
18230 Orland Parkway
Orland Park, IL 60467
Phone: (708) 802-6207
Fax: (708) 802-6202
E-mail: hinz@sxu.edu

2009-2010 Financial Planning Courses

BUSGR 552/BUSNC 052 Income Tax Planning

Saint Xavier University, Orland Park

Thursday

Starts the week of January 4, 2010

BUSGR 553/BUSNC 053 Retirement Planning and Employee Benefits

Saint Xavier University, Orland Park

Thursday

Starts the week of September 28, 2009

BUSGR 554/BUSNC 054 Estate Planning

Saint Xavier University, Orland Park

Tuesday & Thursday

Starts the week of August 29, 2009

BUSGR 555/BUSNC 055 Financial Fundamentals and Insurance Coverage

Saint Xavier University, Orland Park

Thursday

Starts the week May 31, 2010

BUSGR 556/BUSNC 056 Investment Planning

Saint Xavier University, Orland Park

Thursday

Starts the week March 22, 2010

Contact Persons

Sr. Margaret Mary Hinz, RSM Associate Director, Graduate Programs Graham School of Management Orland Park Campus Phone: (708) 802-6207 Fax: (708) 802-6202 E-mail: hinz@sxu.edu

Jim McCabe, CFP® Director CFP® Board-Registered Program Graham School of Management Phone: (773) 298-3605 Fax: (773) 298-3610 E-mail: mccabe@sxu.edu

"Certified Financial Planning Board of Standards Inc. owns the marks CFP® , CERTIFIED FINANCIAL PLANNER^TM, and CFP® , which it awards to individuals who successfully complete initial and ongoing certification requirements."