Overview
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.
Curriculum
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 to make sure that your questions are answered.
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 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.
Next Courses offered
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.
CFP312 - Risk Management & Insurance Planning
Dates offered: TBA
This course provides a comprehensive examination of the general principles of risk management and insurance planning for individual and family clients. The course first introduces students to the risk management and insurance planning process and working with clients to analyze and
evaluate risk exposures. Second, the core insurance lines of coverage are explored in detail, including health, disability, long-term care, life, and personal property and casualty (homeowners’, personal auto policy, etc.). In addition, the student will learn to analyze an individual and family’s insurance needs, select the most appropriate insurance policy and company, and to understand a business owner's use of insurance to protect the business’ assets and future income.
CFP313 - Investment Planning
Dates offered: TBA
This course explores the securities market, sources of information, risk/return, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. You 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.
CFP314 - Tax Planning
Dates offered: October 24 - December 12, 2022
CFP317x - Capstone in Financial Planning
Dates offered: October 24 - December 12, 2022
This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite six-course CFP® curriculum. Students will participate in developing a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required.
When you register online, you will be asked to log in or create a new account. Please select the course code and session you would like to attend. Prior to course registration, please have Credit Card info ready.
How to Register
What is the Cost
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 below. Admission documents are not required.
Are you ready to get started?
It's easy to register for classes and only will take a few minutes. Just press the plus sign next to the courses you want to take and then click on "checkout." Add your payment information and click on "submit." You will be all set to get started taking classes. Once you sign up further instructions will be sent to you on how to access the courses.
International Applicants:
This program is not F-1 eligible, international applicants can only be considered for the online curriculum option.
All International applicants need to submit English equivalency from one of the following: TOEFL scores: minimum required score is 80 (iBT) or IELTS, minimum required score is 6.0; or Pearson PTE Academic minimum score is 53; or Duolingo minimum required score is 105. The English equivalency scores may be waived for international applicants who have earned a bachelor's degree at an accredited college/university in the United States, United Kingdom, Australia, New Zealand, or Canada.
For additional requirements please visit our International Admission Requirement page.
Materials should be submitted through MyPortal or emailed to gradinfo@lasell.edu:
The Office of Graduate Enrollment
Lasell University
1844 Commonwealth Ave.
Newton, MA 02466
Questions about your application? Call/text us today at 617-243-2400!
