Financial Analysis & Planning Graduate Certificate

Program Description

The Financial Analysis and Planning Graduate Certificate is designed for students interested in acquiring theoretical and practical financial knowledge and skills consistent with 21st century organizational needs and financial industry careers. The certificate program satisfies the need for learning about professional career opportunities for future success in financial certification exams such as CFA exam or CFP exam or a terminal degree in Finance.

Apply Now

Program Requirements

Five Courses are required for the certificate from the following primarily FIR list (students should consider CFP Board's course requirements for eligibility to sit for the national CFP exam, or alternatively courses that prepares them for the international CFA exam):

Real Estate

Banking/Trading/Fintech

CFP national exam

(* Please see below for more information on CFP required classes)

CFA exam

Other

• FIR 7070 - Financial Conc/Business (Not offered frequently)
• FIR 7160 - Executive Financial Mgmt
• FIR 7170 - Multinational Financial Mgmt
• FIR 7171 - Intl Financial Markets
• FIR 7648 - Entrepreneurial Finance
• FIR 7710 - Sem Investment Thry
• FIR 7910 - Problems In Fir
• FIR 7996 – Thesis
• FIR 8170 - Intl Financial Mgmt (Academic Research)
• FIR 8410 - Invst Thry Portfol Mgmt (Academic Research; CFA exam; Financial Analysis)
• FIR 8710 - Sem Investment Thry (Academic Research; CFA exam; Financial Analysis)
• FIR 8721 - Financial Derivatives (Academic Research; CFA exam; Financial Analysis)
• FIR 8724 - Microstructure Theory (Academic Research; Trading)
• FIR 8725 - Financial Mkts: Trad/Struct (Academic Research; Fintech; Trading)
• FIR 8810 - Adv Financial Mgmt (Academic Research; Corporate Finance)
• FIR 8820 - Thry/Prac Finan Mgmt (Academic Research; Corporate Finance)
• FIR 8840 - Quantitative Finan App (Academic Research; Fintech)
• FIR 8850 - Seminar In Finance (Academic Research)
• FIR 8910 - Problems In Finance (Academic Research)

Students consider sitting for the national CFP exam should take undergraduate ACCT 3510 – Federal Income Tax as a prerequisite for taking the required five graduate courses.  Consult the Graduate Catalog for up-to-date information regarding this program.

Admission Requirements

1. Same as College and University requirements
2. The certificate program in Financial Analysis and Planning may be pursued concurrently with other graduate programs at the University of Memphis. To be approved for the program, students currently admitted to a graduate program at this University must complete an application form and submit it and a current graduate transcript to the Department of Finance, Insurance and Real Estate for review.
3. Non-degree seeking graduate students may also pursue this certificate program of study. To be approved for the program, these students must submit evidence of this non-degree-seeking graduate student status, along with the completed application form, to the Department of Finance, Insurance and Real Estate for review.
4. Admission to this certificate program is not an implied acceptance into any master's degree program in the Fogelman College of Business and Economics.

Graduation Requirements

1. To obtain the certificate, a student must complete five courses recommended for preparing CFA or CFP exam with an average grade of 3.0 (B) or higher, for a total of 15 credits.
2. In the semester of graduation, the student must submit an Intent to Graduate form to the Graduate School and a Graduate Certificate Candidacy form to the College Director of Graduate Studies by the deadline specified by the Graduate School.

Apply Now

Program Advisor

April Jones, Academic Advisor
Email | 901.678.3499

* Means that a class can be substituted out to replace that class, if given permission.

** Means the course can be offered online some semesters.