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Financial Planning & Modeling, Post-Baccalaureate Certificate (Beginning Fall 2023)

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to best achieve their financial goals and objectives. SLU's post-baccalaureate certificate in financial planning and modeling prepares students for careers in financial planning and advising services.

Financial planning skills are important for everyone, even for those not seeking a career as a professional financial advisor. It is well documented that an earlier understanding of personal finance results in better long-term financial prospects in investing and planning for retirement.

Admission Requirements

The Chaifetz School uses a holistic admissions approach to carefully evaluate all applicants, considering every aspect of their application. While an undergraduate degree is required for admission, a business background is not. Applicants must submit their:

  • Completed online application
  • Official transcript(s)
  • Two letters of recommendation
  • Résumé
  • Professional goal statement of fewer than 500 words

Applications are reviewed on a rolling basis once all application materials are received. The average time for admissions decisions is two weeks.

Scholarships and Financial Aid

For more information about Saint Louis University scholarships and financial aid, please visit the Office of Student Financial Services online at  


The Richard A. Chaifetz School of Business is accredited by the Association to Advance Collegiate Schools of Business (AACSB), the world’s largest business education alliance and accrediting body of business schools, ensuring continuous quality improvement in terms of curriculum, instructional resources, student selection, career placement and intellectual contributions and qualifications of the faculty. Fewer than 5% of business schools worldwide have achieved AACSB accreditation. 

FIN 6540 Financial Planning3
FIN 6530 Financial Modeling3
FIN 6560 Risk Management with Insurance3
Total Credits9

*All courses have FIN 6000 Finance for Managers (3 cr) as a pre-requisite.

Continuation Standards

Students must maintain a cumulative grade point average (GPA) of 3.00 in all graduate/professional courses.

Plan of Study Grid
Year One
FIN 6540 Financial Planning 3
FIN 6530 Financial Modeling 3
FIN 6560 Risk Management with Insurance 3
 Total Credits9

For additional admission questions, please contact:

Graduate Business Admission Team

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