Academics

Financial Planning

This minor for finance majors is designed to prepare students for careers in financial planning and covers the coursework needed to take and pass the Certified Financial Planning (CFP) exam.

The CFP Board has approved Nazareth's program. That Washington, D.C.-based non-profit organization grants certified financial planner certifications and oversees programs at more than 200 colleges and universities.

In addition to finance-specific courses, the course content covers relationship-building skills that are essential to success.

Research reported by the CFP Board has found that that certified financial planner professionals:

  • Earn 26% more than other financial advisors, adjusted for years of experience
  • Typically find improved client trust, confidence with clients, and technical expertise
  • Attract more ultra-high net work and high-net-worth clients to their practices than companies without CFP professionals.

Jobs: Employment of personal financial advisors is projected to grow faster than the average for all occupations over the coming decade, according to the federal Occupational Outlook Handbook.

CATALOG: PROGRAM REQUIREMENTS AND COURSE DESCRIPTIONS

Financial planning (minor)

Contact

Cathy A. Leverone

Cathy A. Leverone

Clinical Assistant Professor, Finance Program Director in Business and Leadership, School of
585-389-5074
clevero1@naz.edu
Smyth Hall 184C
Bio

Education: B.S. in Administration, University of New Hampshire; M.S. in Finance, Boston College Graduate School of Management

Teaching and Research Interests: Tax, finance, small business, and financial literacy

"When students are not sure which path to pursue, I encourage them to do internships in both corporate finance and investments, and the Center for Life’s Work puts together amazing internship opportunities for them and helps guide them to make the most out of these experiences."

Read her full bio »