Charitable Financial Planning

Texas Tech University's Graduate Certificate in Charitable Financial Planning is intended for those who wish to develop a specialty in the area of planned giving, including complex techniques involving private foundations, charitable remainder trusts, charitable lead trusts, donor advised funds, life insurance, and remainder interests. Students also will review and discuss the latest academic research on charitable giving motivations and fundraising strategies.

Programme Overview

  • 12 credit hours
  • Prerequisite: bachelor's degree
  • All coursework may be completed online, no campus visits are required. Completion time varies. The sequence of four courses will typically be offered every academic year, although students do not need to complete the entire program within a single academic year.

Application Process

1. Complete the ApplyTexas application.

  • When asked to select your major, you will choose Graduate Certificate Programme.
  • When asked to indicate your major area of interest/specialty, type Charitable Financial Planning.
  • When asked what degree you will seek, choose Certification.
  • In the Custom Questions section of the application, be sure to choose CCFP – charitable financial planning from the list of available Graduate Certificate programs.

2. Complete additional application as outlined by the Texas Tech University Graduate School.

  • $60 initial application fee or $50 for each subsequent application (including changes of entry date, add/change program requests, or readmission requests).
  • Students who plan to pursue only the Charitable and Financial Planning Certificate and do not plan to earn a master's degree do not need to submit Graduate Records Exam (GRE) scores to the University.
  • Applicants must have official transcripts from all colleges and universities previously attended sent to Texas Tech University Graduate School.
  • International students must also submit a Test of English as a Foreign Language (TOEFL) score to the Graduate School.

3. Let the Coordinator of the Charitable Financial Planning program know you are applying.

4. Check the Applications tab in your Raiderlink for notification of a change in your admissions status.

Programme Requirements

A bachelor's degree is required. Certificate programs can be pursued independently or concurrently with a master's program. All coursework is offered online.

Required Courses (12 Credit hours)

  • PFP 5325 Introduction to Charitable Giving
  • PFP 5326 Advanced Charitable Planning
  • PFP 5327 Charitable Giving: Research, Theory, and Marketing
  • PFP 5398 Estate Planning

Students simultaneously or subsequently pursuing the Master of Science in Personal Financial Planning may use courses taken in the Graduate Certificate program in partial fulfillment of their requirements. PFP 5398 is a required course in the Master's program and PFP 5325, PFP 5326, or PFP 5327 may be used as electives.

Program taught in:
Texas Tech University Worldwide eLearning

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Last updated October 13, 2018
This course is Online
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Sept. 2019
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