Erivan K. Haub School of Business

Master of Science in Financial Services

CFP® Certification

Our CERTIFIED FINANCIAL PLANNER™ Certificate Program has been specifically designed for students who have already earned an MBA degree, but do not have the requisite coursework to sit for the CFP exam.

Saint Joseph's University's Certificate in Financial Planning is registered with Certified Financial Planner Board of Standards Inc. (CFP) Board* as an approved education program
Certified Financial PlannerTM certification is the most recognized professional certification for financial planners, demonstrating expertise in the field and adherence to rigorous standards. As a CFP Board-Registered Program, successful completion of the Saint Joseph's University's Certificate in Financial Planning satisfies CFP Board's education requirement, allowing an individual to sit for the CFP Certification Examination.

Gainful Employment Disclosure: To view the Gainful Employment Disclosure information, please click on the links below.

Post Master's Certificate in Financial Planning (MBA required)

* Saint Joseph's University does not certify individuals to use the CFP®, Certified Financial PlannerTM and flame logo marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing and educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.  

  • ACC 601 Tax Planning for Management Decision Making 3 credits)
  • FIN 601 Personal Financial Planning (3 credits)
  • FIN 602 Portfolio Management (3 credits)
  • FIN 604 Personal Insurance Planning (3 credits)
  • FIN 605 Pensions and Benefits Administration (3 credits)
  • FIN 606 Estate Planning (3 credits)
  • FIN 620 Financial Plan Development Capstone (3 credits)
MSFS Useful Links
Getting Started                                              MSFS Alumni Association
Tuition and Fees Career Development Center  
Certified Financial Planning Board (CFP)
Tuition Deferral Financial Planning Association (FPA)