Online: Certified Financial Planner (CFP) Board Registered Program

DeSales is proud to offer this six-course Certified Financial Planner® (CFP) Board Registered Program

ACCESS at DeSales is currently the only Certified Financial Planner® (CFP) Board Registered Program in the Lehigh Valley.

Upon successful completion of this program, you'll be eligible to sit for the CFP® Certification Examination. Learn More about the CFP® Certification Examination » 

In addition, students with a specialty in personal financial planning can choose a career within a full array of jobs. You can be a self-employed financial advisor, or work for various financial institutions such as:

  • Banks

  • Saving institutions

  • Credit unions

  • Brokerage firms

  • Law offices

  • Human resource and employee benefits departments 

Save 40% off regular tuition on all 6 courses to complete the program and be eligible to sit for the CFP Certification Exam.*

BONUS: Enroll in 2018 and earn a $500 tuition credit on your final course.

Financial Planning Certificate Requirements:

  • FN290 Personal Finance
  • FN311 Income Tax Planning
    (NOTE: AB322 and AB323/4 together can be taken in place of FN311)
  • FN315 Retirement and Estate Planning
  • FN342 Introduction to Risk Management
  • FN361 Investments and Portfolio Management
  • FN417 Financial Plan Development

Is this certificate right for you?

The DeSales ACCESS Certificate in Financial Planning could be a great fit for you if you’re looking for a new or boosted career in financial planning:

  • AND you don’t have a bachelor’s degree;
  • OR you have a degree, but you don’t need or want an MBA;
  • AND you know you’d like to sit for the CFP® Certification Examination.

But, if you’re looking for a new or boosted career in financial planning:

  • AND you already have a bachelor’s degree;
  • AND you may or may not want to sit for the CFP® Certification Examination;
  • AND you’d like to earn an MBA someday; 

Then the DeSales Master’s Certificate in Financial Planning Program could be a great fit for you. Learn more about the DeSales Master's Certificate in Financial Planning. »

 

* Discounted tuition is $277 per credit or $4,986 total — a 40% savings off the full tuition price of $8,532. An additional $500 discount will be offered to all students who enroll in the program in 2018 pending successful completion of all 18 credits a year of enrollment. Discount will be applied towards the 6th (and final) course taken. 


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DeSales University is dedicated to holding the quality of all courses to the highest standards. We strive to present instruction in a way that is unique to the online environment.

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