About this Event
Financial Planning Certificate
Learn and practice alongside expert faculty, students, and working professionals. Seven courses have been developed in collaboration with other colleges to provide a strong foundation in all aspects of financial literacy, planning, security, and management. The courses are registered under the Certified Financial Planner (CFP®) Board of Standards and offered in a convenient online format. Courses run in 8-week sessions and are 100% online.
Career Advantage
Careers in Financial Planning are expected to grow 15% over the next 10 years. That's "much faster than average," according to the Department of Labor Statistics, with the median annual salary over $90k. Take your career to the next level by preparing yourself to become a Certified Financial Planner® or amplify your existing career through a greater understanding of tax policy, investment strategy, and estate planning.
Certificate in Financial Planning includes 7 courses:
- General Principles of Financial Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Capstone Course in Financial Planning
T o see course descriptions visit lasel.edu.
Are you ready to prepare for the Certified Financial Planner® Exam?
Lasell's Certificate in Financial Planning courses will provide you with the subject matter and practice necessary to sit for the Certified Financial Planner (CFP®) Exam. Courses are offered 100% online and run in 8-week sessions. Each online course is facilitated by an instructor to ensure a dynamic classroom environment and ensure your questions are answered. For more detailed information, view the Graduate Course Schedule.
The CFP® Certificate is competitively priced at $700 per course. Undergraduate students have the option of earning 3 credits per course. It takes just a few minutes to register online. Admission documents are not required.
Who Should Earn a Financial Planning Certificate?
The course is designed for students interested in pursuing careers in the financial planning and asset management profession. The courses and curriculum are approved by the CFP® Board of Standards and meet the requirements for becoming a Certified Financial Planner.
Requirements
All classes can be taken by students in the certificate program who have already completed a baccalaureate degree program in 311-317 or a baccalaureate degree program in 301-307. No admission documents are necessary.
When are classes available?
- Oct 21 - Dec 15, 2024: CFP311 - Principles of Financial Planning
- Oct 21 - Dec 15, 2024: CFP312 - Risk Mgmt & Insurance Planning
- Oct 21 - Dec 15, 2024: CFP316 - Estate Planning
Event Venue
Online
USD 748.79