Certified Financial Planning Program
Become a CERTIFIED FINANCIAL PLANNER™ with Mount Saint Vincent’s Online CFP® Program
The College of Mount Saint Vincent’s online financial planning program prepares students interested in earning their Certified Financial Planner (CFP®) certification. Whether you’ve just earned your undergraduate degree or are looking to change careers, becoming a CFP® to empower people to take control of their personal finances is a great career choice. Completing the CFP® exam prepares students for careers as financial, investment, insurance, or estate planning advisors, among other specialties.
The College’s CFP® program offers personalized instruction and flexibility—and since the courses are online, with two courses offered per semester beginning in the spring, fall, or summer, you can start at any time with our rolling admission.
Anyone who has a bachelor’s degree or is working toward completing an undergraduate degree is eligible to enroll into the program.
Students may take courses in any order; however, they must take the Capstone in Financial Planning (307/317) at the end of the sequence of curricular courses within their program of study.
Course offerings include:
- Principles of Financial Planning
- Risk Management and Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings and Income Planning
- Estate Planning
- Financial Plan Development (Capstone)
Mount Saint Vincent’s CFP® Board-Registered program satisfies the coursework requirement for the CFP® certification. Students are eligible to sit for the CFP® exam after completing the coursework, but they may register for the exam before completing their curriculum requirements.
Students can transfer course credits if they have completed the course(s) through an official registered program of the CFP Board.