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 240 (401) 456-9593 (401) 456-8036 lchurch@ric.edu

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

C.G.S. in Financial Planning

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