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Certified Financial Planner Board-Registered Program, Certificate

Overview

A six course Certified Financial Planner® (CFP) Board Registered Program

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 

Program Highlights

  • Accelerated course format
  • Convenient evening and weekend scheduling options
  • Highly experienced and respected faculty
  • Financial aid and tuition deferment programs
  • Personal advising

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 Graduate Certificate in Financial Planning

Gainful Employment Information

Admissions Requirements

If you have a high school diploma or GED and the desire to learn, you meet DeSales' basic requirements for the ACCESS program. Anything beyond these basics puts you on an even faster track to earning your DeSales degree or certificate.

If you have attended some college...

We will be happy to evaluate your prior college courses to the number of credits you may be able to transfer toward your DeSales' program.

  • DeSales accepts up of 75 credits from regionally accredited colleges and universities.
  • All transferred credits must be applicable to some curriculum offered at DeSales University.
  • You must complete at least 15 three-credit (or more) courses at DeSales University to earn a degree from DSU.
  • Only credit is transferred, your grades for transfer courses are not calculated into the your GPA at DSU. (Exception: grades earned at LVAIC institutions via the cross registration process are included in the calculation of your DSU GPA.)

Please review our transfer policy

Earn credits for your non-college experience...

DeSales ACCESS program can give you college credits for the knowledge and skills you have acquired through non-college learning. Our prior learning assessment enables you to demonstrate what you've learned. Examples of non-college learning may include:

  • Work experience
  • Military training
  • Non-traditional training

Learn about our prior learning assessment

Three steps to admissions

  1. Apply to ACCESS
    The application process begins with an ACCESS Application for Admission. A copy of your high school diploma or GED is also required
  2. Meet with an academic advisor
    One of our staff members will help you set up an appointment with an advisor at one of our locations.
  3. Choose your classes
    Your advisor will help you come up with your personal education plan.

Criteria for admissions to the ACCESS program

A non-traditional student is defined as “Any student, regardless of age, whose primary adult responsibilities are non-academic, and for whom those responsibilities take priority at this time in their lives.”

Non-traditional learners meet one or more of the following criteria:

  • Have a career and other significant non-academic responsibilities (e.g., being self-supporting, working full-time, having financial dependents) that conflict with traditional college experiences;
  • Be out of high school for 5+ years at the time of first undergraduate registration, or have a 2-4 year interruption in his/her undergraduate education;
  • Is a veteran or active duty service member; 
  • Needs to be enrolled in an online program due to significant non-academic responsibilities (e.g. being self-supporting, working full-time, having financial dependents);
  • Must take fewer than 12 credits due to significant nonacademic commitments (e.g. being self-supporting, working full-time, having financial dependents);
  • Is pursuing post-baccalaureate studies (e.g., certificate, second degree), primarily with undergraduate courses.

Curriculum

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

Facilities

The Trexler Library at our Center Valley Campus, the library provides a contemporary space in which to study and research for coursework. Reserve a study room, film a presentation in the One Button Studio, or get help with your academic research. 

All students have access to online databases and a ton of online resources. 

Learn more about the Trexler Library 

 

The Academic Resource Center at our Center Valley Campus helps good students become even better, providing both professional and peer tutoring for all traditional and nontraditional (ACCESS) undergraduate students.

Resources for Online Students are held to the same high standards as our campus classrooms. Instruction is presented in a way that is best suited to online learning, and we offer plenty of help along the way. The Department of Distance Education and Instructional Technology (DEIT) provides orientation, workshops and ongoing support to help you navigate your online learning environment. Learn about DEIT

 

Contact Admissions

Center Valley Campus
Dooling Hall
2755 Station Avenue
Center Valley, PA 18034
Tel: 610.282.4361
Fax: 610.814.5900

Office Hours:

  • Monday & Friday
    8:30 am - 4:45 pm
  • Tuesday - Thursday
    8:30 am - 6:00 pm

Tuition & Fees

The ACCESS tuition rate is significantly lower than the traditional day program.

If your employer offers tuition reimbursement, our tuition deferment plan can reduce your out-of-pocket cost each session by allowing you to defer the reimbursable portion of your tuition.

  • Special tuition rates — lower than traditional day programs
  • Tuition deferment available
  • Financial aid — you may be eligible for Federal Pell Grants and Student Loans, and ACCESS students can apply for two DeSales scholarships

The Office of Financial Aid — Here to Help

We'll guide you to make the best choices to fund your education at DeSales University. We can help make your college expenses affordable through a combination of grants, loans, student employment, and scholarship resources.

Contact Financial Aid
610.282.1100, ext. 1287
Fax: 610.282.0131
finaid@desales.edu
Monday–Friday, 8:30 a.m. – 4:45 p.m.

Tuition and Fees for the 2019 - 2020 school year

  • ACCESS Tuition: $508/credit
    + variable ACCESS Lab Fees per course where applicable
  • Nursing courses: $585/Credit
  • Audit a Class: $245.00/credit

Prices go into effect for the Fall/Session 1, which starts in August 2019. 

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Online Learning at DeSales

Attending classes from an off-campus location can be an excellent option for many busy students. Distance education at DeSales encompasses everything from video conference courses to hybrid (a combination of in-class and online) to online courses. 


Blackboard Learn™ is our online learning system.

Learn About Online Learning at DeSales
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Save 40% off regular tuition

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 2019 and earn a $500 tuition credit on your final course.

Discounted tuition is $293 per credit or $5,274 total — a 40% savings off the full tuition price of $8,784. An additional $500 discount will be offered to all students who enroll in the program in 2019, pending successful completion of all 18 credits a year of enrollment. Discount will be applied towards the 6th (and final) course taken. 

Contact Us

ACCESS Admissions
2755 Station Avenue Center Valley, PA 18034