Certified Financial Planner (CFP) Board Registered Program

DeSales is proud to offer this six-course Certified Financial Planner® (CFP) Board Registered Program

ACCESS at 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 

Save 40% off regular tuition on all 6 courses to complete the program and be eligible to sit for the CFP Certification Exam.*

BONUS: Enroll in 2017 and earn a $500 tuition credit on your final course.

Financial Planning Certificate Requirements:

  • FN290 Personal Finance
  • FN311 Income Tax Planning
    (NOTE: AB322 and AB323/4 together can be taken in place of FN311)
  • FN315 Retirement and Estate Planning
  • FN342 Introduction to Risk Management
  • FN361 Investments and Portfolio Management
  • FN417 Financial Plan Development
* Discounted tuition is $277 per credit or $4,986 total — a 40% savings off the full tuition price of $8,532. An additional $500 discount will be offered to all students who enroll in the program in 2017 pending successful completion of all 18 credits a year of enrollment. Discount will be applied towards the 6th (and final) course taken. 
Summer Classes at DeSales

Summer Classes »

Summer Classes are enrolling now!
6-week and 8-week sessions start in May and July. 

ACCESS Programs of Study