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Nazareth College now offers CFP board registered certificate program in financial planning

Published September 23, 2020

Financial planning professionals who want to become certified financial planners can now get prepared and qualified to take the exam through Nazareth College.

Nazareth College has been approved by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to provide a new financial planning certificate program. Advantages:

  • Obtaining CFP® certification gives financial planning professionals a competitive advantage in the field.
  • Nazareth College's convenient campus offers small, live classes that provide a dynamic environment of feedback, discussion, and guest lectures.
  • This live advantage is very cost competitive with online providers.

The certificate is for professionals who already have a bachelor's degree.

"This is great news for current or aspiring financial professionals who want high-quality preparation for the CFP exam in a small, dynamic, supportive atmosphere," said Cathy Leverone, program director. These courses are currently taught at Nazareth in person, by professionals in the field, and meet in the evening or early morning, to accommodate work schedules.

"CFP Board is pleased to approve the program at Nazareth College as a CFP Board Registered Program," said Jack Brod, CFP®, chair of CFP Board's Board of Directors. "As student interest in financial planning as a career continues to grow, we anticipate that Nazareth's program will contribute significantly to the number of qualified candidates seeking to attain the CFP® certification, the standard of excellence for competent and ethical financial planning."

CFP Board is a Washington, D.C.-based independent 501(c)(3) non-profit organization whose mission is to benefit the public by granting, upholding and promoting the certified financial planner (CFP®) certification. Those who earn the certification are distinguishing themselves among their peers by meeting CFP Board's education, examination, experience and ethics requirements. Students completing the financial planning program at Nazareth will have met the education requirement for CFP® Certification Examination administered by CFP Board.

CFP Board currently oversees more than 300 programs at more than 200 institutions. CFP Board-registered programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification.

Persons interested in the program should send inquiries to Program Director Cathy Leverone, clevero1@naz.edu.

ABOUT CFP BOARD

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 86,000 people in the United States.

 

 

For More Information

Julie Long | Chief PR Officer | 585-389-2456 or jlong2@naz.edu

Nazareth University is an inclusive community of inspired learners, educators, and changemakers who for nearly 100 years have been driven by a bold commitment to action, empathy, equity, and leading innovation for the common good. Impact experiences are at the heart of a Nazareth education, preparing each student to discover within themselves the potential to cultivate positive change in their life's work, in any career field, and in a world that is constantly evolving and infinitely interconnected.

Our broad academic offerings present a range of study options typical of larger universities, yet achieved in our supportive campus culture. Nearly 2,100 undergrad and 600 graduate students enroll in degree and certificate programs and engage in collaborative, transformative learning experiences, preparing for the professions and society of today and tomorrow. In a learning community that purposefully integrates liberal arts and professional programs, Nazareth University graduates are able to launch a lifetime of impactful leadership in communities and workplaces near and far.