Master's-Level Certificate in Financial Planning

Certified Financial Planner ® (CFP) Board Registered Program 

A Financial Planning Master’s Level Certificate will prepare you for a career in financial planning while earning valuable credits toward an MBA.

Six highly-focused classes (18-credits) will give you a broad understanding of personal and professional financial planning concepts: investments, insurance, income tax, and retirement and estate planning. 

Did you know?
The job outlook for personal financial advisors is rated as “much faster than average” — with a median salary of $90,530 per year!*  

As a financial planning professional, you can apply your knowledge in a variety of industries, including accounting, banking, investment brokerage, insurance, and law.

Master’s Level Financial Planning Certificate Courses

The Financial Planning Master’s Level Certificate requires the following six, 3-credit courses:

  • CR506 Financial Management

  • FN501 Investment and Portfolio Management

  • FN503 Risk Management and Insurance

  • FN511 Income Tax Planning

  • FN515 Retirement and Estate Planning

  • FN517 Financial Plan Development

Once you successfully complete the Master’s Level Financial Planning Certificate, you’ll be eligible to sit for the CFP® Certification Examination.​​

We offer multiple start dates throughout the year with rolling admission. There are three 12-week terms in the fall, winter, and spring, and one 6-week term in the summer. You will learn from the same faculty as our top-ranked MBA program, and receive the same personalized service that DeSales University’s MBA program is known for.

Is this certificate right for you?

The Master’s Level 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 already have a bachelor’s degree;
  • AND you might want to sit for the CFP® Certification Examination;
  • AND you’d like to earn an MBA someday.

But, 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’d like to sit for the CFP® Certification Examination;

Please consider the DeSales ACCESS Certified Financial Planner® (CFP) Board Registered Program. 
Learn more about the DeSales ACCESS CFP® Board Registered Program »

*Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, Personal Financial Advisors. 

Get started today

Connect with a DeSales MBA representative at or 610-282-1100 x1450.

Come to an info session

Classes starting soon!

See academic calendar  »