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Our accredited, fully online Certificate in Financial Planning equips students with the knowledge and competencies required to sit for the Certified Financial Planner (CFP®) examination administered by the CFP Board. Designed to support entry and advancement in a rapidly expanding field, the program develops expertise in investment strategy, savings, and comprehensive money management. We see you learning the ability to assess risk and opportunity within financial markets, align clients’ financial objectives, and construct financial plans that promote long-term stability and sustainable growth.

Dive A Little Deeper

Program Requirements

This program is offered online through the Low-Cost Models for Independent Colleges consortium (LCMC).  It is available to students who have already completed a bachelor’s degree in any topic, however, undergraduate preparation in accounting and/or finance is suggested.  The coursework provides students with the knowledge necessary to take the Certified Financial Planner (CFP) exam, offered by the Certified Financial Planner Board.

Required Courses

CFP 301 General Principles of Financial Planning (3 credits)
CFP 302 Risk Management and Insurance Planning (3 credits)
CFP 303 Investment Planning (3 credits)
CFP 304 Tax Planning (3 credits)
CFP 305 Retirement Savings and Income Planning (3 credits)
CFP 306 Estate Planning (3 credits)
CFP 307 Financial Plan Development (3 credits)

Tuition & Fees
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How To Apply

Ready to apply as a graduate student?

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Cedar Crest student smiling on campus

Accreditation

The Cedar Crest College business program is accredited by the Accreditation Council for Business Schools and Programs (ACBSP).
ACBSP Current Graduation Data
ACBSP Historical Graduation Data
Nov. 2019 Report

Faculty & Staff

Who’s teaching you is as important as the curriculum you choose.
Let’s put a face to some of the names you’ll be seeing on the course listings!

Michael Zalot, Ph.D, MBA

Michael Zalot

Chair of Business, Director of the Master of Professional Studies program, and Associate Professor
Curtis Hall 200
Phone: 610.606.4666 (x4453)
Selma Chehouri Abi-Daher

Selma Chehouri Abi-Daher

Assistant Professor of Accounting
Curtis 216
Phone: 610.606.4666
Scott V. Bartkus

Scott V. Bartkus

Director of the MBA Program, Assistant Professor
Curtis 214
Phone: 610.606.4666 (x3743)
Nina Patel

Nina Patel

Assistant Professor of Business
Curtis 202
Phone: 610.606.4666
Languages Spoken

Nina Patel

Languages Spoken
  • Gujarati
Beverly Magda

Beverly Magda

Founding Director of the Elaine and John Harmon Center
Curtis Hall 215
Phone: 610.606.4666 (x4563)
Bridgette Nassar

Brigitte Nassar

Administrative Assistant
Curtis 216
Phone: 610.606.4666 (x3405)
Languages Spoken

Brigitte Nassar

Languages Spoken
  • Arabic
  • English
Contact:

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