Certificate in Financial Planning

Graduate Credit & Non-Credit Options

  • Master of Business Administration in Financial Planning
  • Master of Science 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 PlannerTM 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 at each of our sites.
  • 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 locations in Orland Park, IL and Oak Brook, IL.

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. 2007-2008 tuition for credit courses is $650 per credit hour or $1,950 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

2007-2008 Financial Planning Courses

BUSGR 552/BUSNC 052 Income Tax Planning

Saint Xavier University, Orland Park Thursday Begins Week of January 7, 2008

BUSGR 553/BUSNC 053 Retirement Planning and Employee Benefits

Saint Xavier University, Orland Park Thursday Begins Week of October 1, 2007

BUSGR 554/BUSNC 054 Estate Planning

Saint Xavier University, Orland Park Tuesday & Thursday Begins Week of August 27, 2007

BUSGR 555/BUSNC 055 Financial Fundamentals and Insurance Coverage

Saint Xavier University, Orland Park Thursday Begins Week of June 2, 2008

BUSGR 556/BUSNC 056 Investment Planning

Saint Xavier University, Orland Park Thursday Begins Week of March 24, 2008

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 PLANNERTM, and CFP® , which it awards to individuals who successfully complete initial and ongoing certification requirements."

For More Information, Contact:

Office of Admission
Room: A226, Warde Academic Center
Email: admission@sxu.edu
Phone: (773) 298-3050
Fax: (773) 298-3076

Academic Programs SXU Library Advising and Educational Planning Services