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.

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.

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.

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.

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.

• 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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