Financial Planning Certificate

Mon, 13 Jan, 2025 at 07:00 am to Sun, 04 May, 2025 at 11:30 pm UTC-05:00

Online | Online

Lasell University Professional & Graduate Studies
Publisher/HostLasell University Professional & Graduate Studies
Financial Planning Certificate
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Prepare for the CFP® exam by completing the Certificate in Financial Planning—100% online.
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
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Event Venue

Online

Tickets

USD 748.79

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