Financial Planning (CFP®) Certificate

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DeSales is currently the only Certified Financial Planner® (CFP) Board Registered Program in the Lehigh Valley.

Upon successful completion of this program, you’ll be eligible to sit for the CFP® Certification Examination. Learn More about the CFP® Certification Examination »

In addition, students with a specialty in personal financial planning can choose a career within a full array of jobs. You can be a self-employed financial advisor, or work for various financial institutions such as:

Banks

Saving institutions
Credit unions
Brokerage firms
Law offices
Human resource and employee benefits departments

Required Courses

FN - 290 Personal Finance Credits: 3
FN - 311 Income Tax Planning Credits: 3 (AB322 and AB323/4 together can be taken in place of FN311)
FN - 315 Retirement and Estate Planning Credits: 3
FN - 342 Introduction to Risk Management Credits: 3
FN - 361 Investments and Portfolio Management Credits: 3
FN - 417 Financial Plan Development Credits: 3