Financial Planning Program

Certificate of Graduate Study (C.G.S.) in Financial Planning

The C.G.S. in financial planning is a program of 18 credit hours (six courses) that prepares candidates to sit for the CERTIFIED FINANCIAL PLANNER™ without having to complete a master's program. Completion of the required course work meets CFP Board’s requirements for eligibility.

For information contact Program Coordinator:

Lisa Church
Associate Professor
Alger Hall 204
(401) 456-9593
(401) 456-8036

Admission Requirements

  1. Completed application form accompanied by a fifty-dollar nonrefundable application fee.
  2. A bachelor's degree from an accredited college or university, with a minimum grade point average (G.P.A.) of 3.00.
  3. Official transcripts of all undergraduate and graduate records.
  4. Two courses in financial accounting, macroeconomics, and statistics/quantitative methods.
  5. Completion of the Graduate Management Admissions Test (GMAT), with a minimum score of 450.

Retention Requirements

A minimum cumulative grade point average of 3.00 on a 4.00 scale in program course work.

Course Requirements

Students must consult with their assigned advisor before they will be able to register for courses.

Course No. Course Title Credits
ACCT 533Fundamentals of Financial Planning3
ACCT 543Personal Income Tax Planning3
ACCT 554Estate Planning3
ACCT 555Retirement Planning and Employee Benefits3
ACCT 661Financial Planning Capstone Course3
FIN 432Theory of Investment3

Total Credit Hours


Certified Financial Planner Board of Standards, Inc. owns the trademarks CFP®, Certified Financial Planner™ and Picture (Device Independent Bitmap) certification marks in the U.S., which it awards to individual who successfully complete CFP Board's initial and ongoing certification requirements.

Rhode Island College does not certify individuals to use the CFP®, Certified Financial Planner™ and Picture (Device Independent Bitmap) certification marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

Page last updated: August 16, 2013