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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.

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* 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)
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    		   U.S. News & World Report The Princeton Review  Business Week
    		Beta Gamma Sigma Phi Beta Kappa chapter
    The Haub School is AACSB-accredited in Business and Accounting – less than 5% of business schools worldwide meet this dual standard of excellence   The Haub School’s MSFS Program at Saint Joseph's University is the only regional Masters in Finance that is both AACSB accredited and CFP® Board Certified   U.S.News & World Report, Princeton Review, and Business Week have all ranked the Haub School as one of the nation’s top graduate business schools   Saint Joseph's University is one of only 142 schools nationwide with a Phi Beta Kappa chapter and AACSB business school accreditation, and has been recognized by Beta Gamma Sigma for five consecutive years with Outstanding Chapter Awards