Graduate Certificate in Financial Planning (CFP), Certificate
Certified Financial Planner© (CFP) Board Registered Program
A Graduate Certificate in Financial Planning will prepare you for a career in financial planning while earning valuable credits toward an MBA.
Now more than ever Financial Planners play a key advisory role in helping others navigate their monetary life and chart a course for financial health. The DeSales MBA Graduate Certificate in Financial Planning is comprised of six highly-focused classes (18-credits), which will give you a broad understanding of personal and professional financial planning concepts: investments, insurance, income tax, and retirement and estate planning. Once you successfully complete the Graduate Certificate in Financial Planning, 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, one six-week term in the summer, two eight-week mid-term sessions in the fall and winter, and one 6-week mid-term session in the spring. 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.
Admissions to the MBA program are on a rolling basis.
Application Fee: $50 - waived if you attend a free information session.
- Current resume (our part-time program is geared toward working adults)
- Completed application
- 3 professional references/recommendation letters
- A personal statement explaining why you want to pursue an MBA and what you feel you could bring to the classroom discussion/experience, etc.
- Official transcripts from all undergraduate institutions you attended
- An undergraduate GPA of a 3.0 or higher from an accredited institution or GMAT may be required
DeSales University's institutional reporting code is: 002021
To be eligible for the MBA program, you must have completed the following equivalent undergraduate courses:
- Principles of Macroeconomics
- Principles of Microeconomics
- Principles of Marketing
- Principles of Management
- Financial Accounting
- Managerial Accounting
Prior academic course work to satisfy the undergraduate foundation course requirements should normally have been completed within the seven years preceding the date of acceptance into the program, with course grades of "C" or better. Each course should be the equivalent of at least three credit hours of academic work.
If you have not successfully completed these courses, you must make them up using any one or a combination of the following three options:
- Undergraduate level CLEP examination
- Credit By Examination. See the Credit by Examination section of the Graduate Catalog
- Graduate level foundation course(s):
- FD 501 Essentials of Economics
- FD 502 Management and Marketing Principles
- FD 503 Accounting for Decision Makers
- FD 506 Managerial Statistics
- FD 505 Foundations of Business - available to anyone with a Master's degree or higher. Speak with an advisor for more information.
About the foundation courses:
- Foundation courses facilitate accelerated coverage of prerequisite subject matter.
- The pace is rapid and significant preparation outside of class is expected.
- Completion of foundation courses does not reduce or substitute the MBA graduation requirements.
- Grades earned in these courses will not be computed in the graduate GPA.
- Information about the equivalency between Undergraduate Foundation Courses and Graduate Level Foundation Courses is available through the MBA office.
- You should complete your foundation courses before taking any core, concentration, or elective courses.
Additional Required Information
English Competency Exam Required: TOEFL (minimum score of 90)
Transcript Evaluation Required: Yes
Certificate of Finances Required: Yes
Graduate Certificate in Financial Planning Courses
As a financial planning professional, you can apply your knowledge in a variety of industries, including accounting, banking, investment brokerage, insurance, and law.
The Graduate Certificate in Financial Planning 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
The DeSales University Gambet Center includes state-of-the-art technology and equipment for Business education.
The second floor of the Center is home to the undergraduate business division and the MBA program. Through the Gambet Center, you'll have access to some of the most cutting-edge technologies and programs in the field:
- The Talen Energy Trading Room boasts a live-ticker and trading simulation software.
- The Fleming Institute for Business Ethics hosts an annual ethics competition for undergraduates and high-school students.
- The Kamran Afshar Data Analytics Center at DeSales University (KADAC) is a consulting firm specializing in market research, customer satisfaction surveys, and economic analysis.
The Center is a showcase of green architecture featuring environmentally advanced design consistent with the Leadership in Energy and Environmental Design (LEED) certification standards of the U.S. Green Building Council.
Tuition & Fees
Program Costs for 2020-2021
- Tuition/credit hour: $855*
- Total Cost (36 credits): $30,780**
- Application Fee: $50
- Graduation Fee: $120
- Returned Check Service: $30
DeSales University participates in the Yellow Ribbon Program to aid in the education of our veterans.
DeSales University offers graduate students the opportunity to defer payment of their tuition when they will be receiving reimbursement from their employer or when they are eligible to receive financial aid. A copy of your employer's tuition reimbursement policy must be forwarded to the Treasurer's Office and/or all necessary financial aid paperwork must be filed with the Financial Aid Office before tuition deferment is granted.
Tuition deferment is a privilege given to graduate students at DeSales and can be revoked if this privilege is abused. Please note that you, as the student, are responsible for payment of your tuition balance in the event that your financial aid/loans or employer reimbursement is not received by the Treasurer's Office.
When a student is eligible for tuition reimbursement from his/her employer, written evidence of eligibility is required. The student is responsible for requesting this reimbursement from his/her employer. In cases where reimbursement is contingent upon successful completion of the course(s) and the student either withdraws or does not achieve a grade sufficient to warrant maximum reimbursement, the student is ultimately responsible for payment for the course(s).
Refund on Withdrawal
A refund of tuition payments will be made to a student who withdraws from a course. In all cases, credits will be calculated from the date the student completed the official withdrawal form, and the rebate will be based on the schedule shown listed below.
Refunds apply to tuition only. If a student is allowed to enroll by use of the deferred payment procedure, any funds due the University are immediately due and payable upon withdrawal.
Withdrawal during the add/drop period is 100% of tuition refunded. The schedule below is for withdrawal after the first class after the close of the add/drop period.
- Withdrawal after 1st class: 80% of tuition refunded
- Withdrawal after 2nd class: 65% of tuition refunded
- Withdrawal after 3rd class: 50% of tuition refunded
- Withdrawal after 4th class: 25% of tuition refunded
Withdrawal after 5th class: No refund
Kamran Afshar Data Analytics Center at DeSales University
DeSales has joined forces with leading economist Dr. Kamran Afshar on a groundbreaking data analytics center that puts students at the forefront of research and consulting.
Prospective clients include banks, retailers, and housing and real estate developers, as well as local and state governments. Students will work real-world client projects — everything from customer satisfaction surveys and business purchasing intentions to economic impact analyses.
Online Learning at DeSales
Blackboard Learn™ is our online learning system.
Did You Know?
According to the U.S. Bureau of Labor Statistics, the job outlook for personal financial advisors is rated as “much faster than average” — with a 15% growth through 2016. The position carries a median salary of $90,640 per year!