Skip to main content

Graduate Certificate in Financial Planning (CFP), Certificate

Overview

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 Requirements

Admissions for MBA certificates are on a rolling basis. 

Apply Online
Application Fee: $50 - waived if you attend a free information session.
Deadline: Rolling

Application Checklist

  • Completed application
  • Current resume
  • Official transcripts from all colleges/universities you attended
  • An undergraduate GPA of a 3.0 or higher from an accredited institution
    • GPAs below a 3.0 are considered on a case by case basis

Additional items specifically for the certificate in Data Analytics

  • Applicants should have earned a bachelor's degree in a computer related discipline
  • Applicants who have not earned a degree in a related field may still be eligible for admission based on professional experience and potential to succeed in the program

Curriculum

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

Course Requirements

Facilities

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 softwares, such as Financial Trading Systems (FTS): 

The Gambet 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.

Talen Trading Room at DeSales The Fainor Center for Financial Services is used by DeSales University business and finance students. State-of-the-art software simulates real-world market situations and portfolio management.

Tuition & Fees

Program Costs

  • Tuition/credit hour: $880*
  • Total Cost (36 credits): $31,680**
  • Application Fee: $50
  • Graduation Fee: $120
  • Returned Check Service: $30 

*Tuition costs will remain the same for the 2022-2023 academic year. Tuition costs are subject to change with notice.
**Does not include Foundation Courses.

DeSales University's is an approved training provider with the Pennsylvania state unemployment benefits TAA (Trade Adjustment Assistance) and WIA (Workforce Investment Act).

DeSales University participates in the Yellow Ribbon Program to aid in the education of our veterans.

Tuition Deferment

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.

Tuition Reimbursement

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

     

acbsp accreditation

ACBSP Global Business Accreditation

Business Programs at DeSales University are accredited by the Accreditation Council for Business Schools and Programs (ACBSP). 

Download DeSales ACBSP Self Study (pdf)

11520 West 119th Street | Overland, KS 66213 | 913.339.9356

Visit ACBSP WEBSITE
Laptop

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

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!

Apply Now

Contact Us

Master of Business Administration (MBA)
Center Valley