M.S. in Taxation

Courses for CFP Certification

Prepare for Certified Financial Planning certification with board-registered courses. Enroll using the graduate application to take up to seven preparatory CFP courses at Jefferson (Philadelphia University + Thomas Jefferson University), which are now required for certification.

These courses are specifically designed to prepare students for the Certified Financial Planner Board Certification Exam.

NOTE: Philadelphia University alumni receive a 25% discount on all courses listed below for the CFP Courses for Certification.

To waive the one-time application fee:

  • Enter “ALUMNI” in the “For Official Use Only” box on the Graduate Application. 
  • Once your alumni status is confirmed, the application fee will be waived.



Course # Course Title Credits
TAX-660 Individual Taxation and Planning 3
TAX-763 Financial Planning 3
TAX-770 Retirement Planning and Employee Benefits 3
MBA-772 Investments and Portfolio Management 3
TAX-772 Risk Management and Insurance Planning 3
TAX-795 Estate Planning and Taxation 3
TAX-799 Financial Planning Capstone Course 3

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