Certified Financial Planning

Become an expert in the art of setting financial goals and identifying the tools needed to reach them.

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Help shape financial futures.

Certified Financial Planners know the ins and outs of investing, saving, and money management. You’ll learn to guide clients through some of the biggest moments of their lives and be a resource for them when times are tough.

Sponsors, Professors, and Experts

To create this program, we brought together top professors of finance and experts in portfolio management.

Dr. Ned Gandevani

Harvard University, Lesley University

Ned Gandevani is a professor of Finance at Harvard University and Lesley University. He is also a practicing Portfolio Manager, and has published multiple successful books on a variety of financial topics.

Dr. Christopher Kubik

Regis College

Chris Kubik is the Director of the LCMC’s CFP Registered program and Professor of Accounting and Finance at Regis College. He holds a DBA from Anderson University and an MBA from University of Detroit. Dr. Kubik was the 2010 recipient of the Jack Jensen Teaching Excellence Award.

Dr. Helen Xu

Holy Names University

Helen Xu is a Professor of Finance at Holy Names University. She holds a PhD in Finance from University of North Texas and an MA in Economics from Jinan University.

Dr. Erik Dellith

Mount Saint Vincent

Erik Dellith is an Adjunct Instructor at College of Mount Saint Vincent. He holds a PhD in Economics from Fordham University and an MA in Economics from SUNY Binghamton.

Facts Breakdown

Quick facts on the industry.


Median annual salary for Personal Financial Advisors


Job growth above the national average for Personal Financial Advisors.


of Americans ages 65 and over consult financial planners when planning for retirement.

Why study Certified Financial Planning

This course of study sources material from some of the best minds in personal finance. Their expertise is built into your certificate.

Become a finance pro

Know the ins and outs of taxes, investment, and more. Help others chart their course.


This program is designed so you’re confident and ready when it’s time for your CFP Board exams.

What you'll learn.

CFP I - General Principles of Financial Planning

CFP II - Risk Management and Insurance Planning

CFP III - Investment Planning

CFP IV - Tax Planning

CFP V - Retirement Savings and Income Planning

CFP VI - Estate Planning

CFP VII - Financial Plan Development