Graduate Certificate in Professional Financial Planning (18 credits)
This certificate is appropriate for an individual who is interested in becoming a Certified Financial Planner® professional. The program is registered with the CFP Board and meets the educational requirements to sit for the CFP® examination.
Required Courses
| Course |
Course Title |
Credits |
| BUSI 671 |
Foundations of Professional Financial Planning |
3 |
| BUSI 673 |
Investment Planning and Portfolio Analysis |
3 |
| BUSI 674 |
Income Tax Planning for Individuals and Businesses |
3 |
| BUSI 675 |
Retirement Planning and Employee Benefits |
3 |
| BUSI 676 |
Estate Planning |
3 |
| BUSI 780 |
Capstone in Financial Planning |
3 |
Graduate Certificate in Professional Investment Analysis (15 credits)
Students who are planning a career in investment management and research may choose to pursue one or two relevant certificates. The Graduate Certificate in Investment Analysis covers the curriculum required to prepare for Level I of the Chartered Financial Analyst® examinations administered by the CFA Institute.
Required Courses
| Course |
Course Title |
Credits |
| BUSI 606 |
Managerial Economics |
3 |
| BUSI 607 |
Corporate Financial Management |
3 |
| BUSI 659 |
Analysis of Financial Statements |
3 |
| BUSI 673 |
Investment Planning and Portfolio Analysis |
3 |
| BUSI 770 |
Ethical and Professional Standards in Investment Management |
3 |
Program worksheet - Graduate Certificate in Investment Analysis and Portfolio Management
Graduate Certificate in Professional Portfolio Management (15 credits)
The Graduate Certificate in Professional Portfolio Management covers the curriculum required to prepare for Level II of the Chartered Financial Analyst® examinations administered by the CFA Institute.
Required Courses
| Course |
Course Title |
Credits |
| BUSI 770 ¹ |
Ethical and Professional Standards in Investment Management |
3 |
| BUSI 771 |
Analysis of Equity Securities |
3 |
| BUSI 772 |
Analysis of Debt Securities |
3 |
| BUSI 774 |
Analysis of Derivatives and Alternative Investments |
3 |
| BUSI 775 |
Advanced Portfolio Management |
3 |
¹ For those who have successfully completed the Graduate Certificate in Investment Analysis, another course from the graduate finance curriculum may be substituted.
Graduate Certificate in Professional Financial Management (18 credits)
The Graduate Certificate in Professional Financial Management is designed for individuals who expect to exercise control over the financial functions of their companies or for general managers who wish to strengthen their knowledge and skills in the financial management of their organizations. The program includes the topics tested on the Certified Financial Manager examination, sponsored jointly by the Institute of Management Accountants and the Financial Management Association.
Required Courses
| Course |
Course Title |
Credits |
| BUSI 602 |
Accounting for Business Entities |
3 |
| BUSI 611 |
Behavioral Issues and Ethics in Management |
3 |
| BUSI 612 |
Global Strategic Management |
3 |
| BUSI 613 |
Decision Analysis |
3 |
| BUSI 652 |
Accounting for Managers |
3 |
| BUSI 670 |
Working Capital Management |
3 |
Program worksheet - Graduate Certificate in Professional Financial Management (.pdf file)
CFA® Disclaimer:
NJCU does not grant the Chartered Financial Analyst® designation. The charter is granted by CFA Institute after completion of three levels of self-study, each culminating in an examination. You must pass each level sequentially, and fulfill other requirements of the program, before earning the right to use the CFA® designation. For more information on CFA Institute or its programs, go to www.cfainstitute.org.
CFP Board Disclaimer:
CFP®, Certified Financial Planner ™ and certification marks are owned by the Certified Financial Planner Board of Standards, Inc.
New Jersey City University does not certify individuals to use the CFP®, Certified Financial Planner ™ or certification marks.
- CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
CFM Disclaimer:
The Certified Financial Manager certification is granted by the ICMA, a joint initiative of the Institute of Management Accountants and the Financial Management Association. For more information on the CFM certification, go to their website at http://www.imanet.org