Certificate in Financial Planning - 100% Online

Overview

Financial Planning

Prepare for the CFP® exam by completing the Certificate in Financial Planning—100% online.

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. 

Career Advantage

Careers in Financial Planning are expected to grow 15% over the next 10 years. That's "much faster than average" according the Department of Labor Statistics, with the median annual salary over $90k.1  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 

Courses run in 8-week sessions and are 100% online.

Register

1https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm

Curriculum

All classes can be taken by students in the certificate program who have already completed a baccalaureate degree program as 311-317 or in a baccalaureate degree program as 301-307.

301/311 - CFP® Principles of Financial Planning
This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute thirty percent of the principle knowledge topics tested on the CFP® Certification Examination. The course introduces students to the financial planning process and working with clients to set goals and assess risk tolerance. In addition, student will learn to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.   

302/312 - CFP® Risk Management and Insurance Planning
This course provides students with an understanding of risk management and the tools and techniques available to minimize exposures to risk. Students will learn how to conduct an insurance needs analysis for clients and evaluate insurance contracts for life, disability, long-term care, and health insurance. The course also covers how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. Students also learn about property and casualty insurance, including homeowners', liability, and auto insurance. Other topics include group life and health insurance plans, business uses of insurance, and annuities.   

303/313 - CFP® Investment Planning
This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. Students will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.   

304/314 - CFP® Tax Planning
This course covers taxation for individuals, sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and retirement planning. Students will be able to identify the likely tax consequences of personal and business financial activities and select appropriate and lawful tax-minimizing tactics and strategies.   

305-/315 - CFP®Retirement Savings and Income Planning
This course educates students on how to conduct a retirement needs analysis for individuals and to recognize the key factors that affect retirement plan selection for business owners. Students will be able to evaluate and compare the characteristics of various retirement plans and recommend which plan is appropriate in a given situation. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations.   

306/316 - CFP® Estate Planning
This course provides an introduction to federal gift, estate, and generation-skipping transfer taxes and the many planning techniques used to minimize the impact of these taxes on transfers of wealth. It also explores the income-tax effects of gifts and bequests, with particular attention to the limitations on income-shifting to family members. The nontax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples. The course stresses the need for balancing tax and non-tax considerations in creating successful estate plans.   

307/317 - CFP® Capstone Course in Financial Planning
This course integrates financial planning topics learned in the previous courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. Students will learn how to construct a plan according to CFP Board's Financial Planning Practice Standards and client objectives.  

Course Schedule

Course NumberNameFormat
SPRING: 3/4 - 4/28
CFP 302/CFP 312 Risk Management and Insurance Planning 100% Online

How to Register

Are you ready to prepare for the Certified Financial Planner® Exam? 
Lasell's Certificate in Financial Planning prepares you Certified Financial Planner (CFP®) Exam preparation courses will provide you with the subject matter and practice necessary to sit for the 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 to make sure that 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. 

When you register online, you will be asked to create a new account.  Please select the course code, semester, and session.  Prior to course registration, please have Credit Card or Checking Account Information available. 

Register