Certificate in Financial Planning

Program Overview

CFP® Board certified program
Complete in as little as 2 semesters
Highly flexible, asynchronous 8-week courses to fit your schedule

Anna Maria’s Certificate in Financial Planning is CFP Board certified through a consortium of colleges in partnership with Rize Education. Upon completion, students will have met the criterion to sit for the CFP Exam and obtain the CFP certification. The program is broken into seven, 8-week courses, where students will engage in various weekly asynchronous activities (projects, videos, threaded discussions) and cooperative peer-project activities. This is an excellent add-on for students interested in adding finance certifications to their resumes. This program meets 100% of the education requirement to sit for the CFP Board exam
after graduation.

The Director for the Business Program must be advised and approve student eligibility. At minimum, the student must have successfully completed their freshman year (or 30 + credits) with a GPA of 2.7 in their major. The student must successfully complete these classes with a C+ or better to stay enrolled.

Job Statistics:

- - Personal Financial Advisors earn a median annual salary of $89,330
- - Financial Managers earn a median salary of $134,180 per year
- - Financial Managers Job Growth through 2030 = 17% (over double average)
- - Financial Advisors and Planners are accredited by the Certified Financial Planner Board of Standards (CFP Board)
- - 86%: Percentage of consumers that prefer an advisor who has passed a certification exam and rigorous education program.

More Information

Required Courses

Meet Our Faculty

Required Courses

CFP 301 General Principles of Financial Planning
CFP 302 Risk Management and Insurance Planning
CFP 303 Investment Planning
CFP 304 Tax Planning
CFP 305 Retirement Savings and Income Planning
CFP 306 Estate Planning
CFP 307 Capstone Course in Financial Planning

Meet Our Faculty

Lawrence Sasso, DBA, MSM

Director of Undergraduate Business Programs & Head Softball Coach

Business & Athletics

(508) 849-3374

lsasso@annamaria.edu