Contact Information

Jennifer L. Metzler, Director


Creighton Business Institute
Heider College of Business
Creighton University
2500 California Plaza
Omaha, NE 68178

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Certificate in Financial Planning

The Certificate in Financial Planning is designed to give participants the knowledge and experience they need to become CFP certified. The program is an excellent tool to allow for more opportunities for advancement in the workplace and increase personal financial planning and management.  The program is offered through the Creighton University Heider College of Business.

Individual Courses

MBA 715 Investment Value and Theory:

Study of advanced topics in investments, capital markets, and portfolio theory. Special emphasis on security analysis and valuation, as well as on the theory of efficient markets.

MBA 740 Insurance Risk Management:

Insurance issues relevant to management decision making.

FIN 511 Retirement Planning and Employee Benefits:

This course focuses on retirement preparation. It includes the importance of retirement planning; an evaluation of the client's needs; an understanding of Social Security and Medicare; and qualified and non-qualified retirement plans.

MBA 739 Tax Theory and Business Directions:

Effects of taxation on business organization, capital structure, policies and operation. Deals with those phases of taxation that are general executive responsibilities.

FIN 512 Estate Planning and Taxation:

This course focuses on the efficient management and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial and non-financial aspects of this process, covering topics such as trusts, wills, probate advanced directives, charitable giving, wealth transfers and related taxes.

MBA 753 Personal Financial Planning:

This course focuses on the management of individual finances.

MBA 719 Case Studies in Financial Planning (Capstone):

Study of advanced topics in business finance. Focus on significant developments and meaningful innovations in domestic and international finance theory and practice. Course content necessarily changes each semester; therefore, flexibility is provided by the seminar approach. This course is repeatable up to nine credits.

Scheduled Classes

No classes currently scheduled.