The following courses are required for the Financial Planning minor/certificate:
- FINC 322: General Principles of Financial Planning
- FINC 323: Risk Management and Insurance Planning
- FINC 324: Investment Planning
- FINC 325: Tax Planning
- FINC 326: Retirement Savings and Income Planning
- FINC 327: Estate Planning
- FINC 328: Financial Plan Development
Please note: GSM certificates are intended for individuals who are not SXU students, i.e., SXU alumni, friends, and other community stakeholders. Current students would be awarded a minor in Financial Planning for completed coursework.
The Graham School of Management reserves the right to amend policies, procedures and other program information as necessary. All changes will be communicated promptly.