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.
Program Outline
Five Courses (15 hours) are required for the certificate from the list outlined outlied below.
NOTE: this list is subject to change. Students must consult the UofM Catalog or their
academic advisor to ensure they are taking the correct courses.
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.
- FIR 6011 - Retirement and Estate Planning
- FIR 6310 - Real Estate Law
- FIR 6320 - Real Estate Finance
- FIR 6331 - Stock Portfolio Mgmt
- FIR 6340 - Real Estate Appraisal
- FIR 6350 - Real Estate Investment
- FIR 6550 - International Finance
- FIR 6610 - Cases in Financial Planning and Analysis
- FIR 6620 - Cases in Financial Planning
- FIR 6710 - Commercial Banking
- FIR 6720 - Mgmt Financl Institutns
- FIR 6721 - Fixed Income and Derivatives
- FIR 6730 - Financial Analysis/Certification
- FIR 6870 - Risk Management
- FIR 7155 - Global Financial Mgmt
- FIR 7173 - Financial Analys/Certification
- FIR 7302 - Rl Estate Dvlpmt & Sustainblty
- FIR 7410 - Invst Thry Portfol Mgmt
- FIR 7725 - Eqty Mkts:Trad/Struct
- FIR 7810 - Adv Financial Mgmt
- FIR 7840 - Python for Finance
- FIR 7911 - Internship in FIR
- FIR 8725 - Financial Mkts: Trad/Struct
- ACCT 7080 - Financial/Managerial Acct Mgrs
- ACCT 7140 - Financial Statement Analysis
- ECON 7100 - Econ for Global Executive
Graduation Requirements
- 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.
- 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.
Admission Requirements
- Same as College and University requirements
- 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 & Real Estate for review.
- 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.
- Admission to this certificate program is not an implied acceptance into any master's degree program in the Fogelman College of Business & Economics.
