School of Business and Leadership

Certified Financial Planner Certification Education Program

BENEFITS

  • This certificate program prepares you for the Certified Financial Planner exam. This continuing education program is approved by the Certified Financial Planner Board of Standards to offer a pathway to becoming a CFP®.
  • Obtaining the CFP designation gives you 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.

PROGRAM IS IDEAL FOR

  • Financial planning professionals who have a bachelor’s degree and want to take the needed courses to be eligible to take the Certified Financial Planner exam.

Courses

Core courses:

  • FIN 301 Fundamentals of Financial Planning 
  • FIN 401 Insurance Planning and Risk Management 
  • FIN 402 Retirements and Employee Benefits Planning 
  • FIN 403 Estate Planning and Taxation 
  • FIN 404 Financial Planning Capstone

The program director will evaluate your transcript to determine the full scope of courses you will need to take.

Format

  • Currently, these courses are in person, taught by professionals in the field.
  • Courses meet in the evening or early morning, to accommodate work schedules.

Cost

$795 per course (non-credit-bearing)

How to Enroll

  1. Reach out to Cathy Leverone, program director, clevero1@naz.edu.
  2. Your transcripts will be reviewed, appropriate courses determined, and a timeline established.