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

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. 

How to Register

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. 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