Certified Financial Planning Education Program

CFP®Certification Financial Planning Education Program

Prepare for your CFP® close to home in less than a year! The CFP® Certification Financial Planning Education Program at Elizabethtown College is offered through a collaborative partnership between the College's Business Department, the School of Continuing and Professional Studies, and industry leader, Dalton Education.

Registered with and approved by the CFP® Board, the curriculum in these six post-baccalaureate courses satisfy the coursework required for CFP® Certification Examination including the completion of a comprehensive financial plan (capstone course) registered with the CFP® Board.

Ideal for individuals who would like to advance their career in wealth management and financial planning, Etown's program is designed to deliver comprehensive financial planning instruction with an emphasis on high quality services according to clients’ needs, financial goals, and risk profile.

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Program Formats:

Online

Hybrid

Credits Required: 18

Cost Per Credit: $400.00

Program Tuition (18 credits): $7,200.00

Program Features:

A CFP® Board registered and approved education program. Successful completion of the curriculum allows participants to sit for the CFP® Certification Examination.
Dedicated faculty deliver course series via a hybrid model at convenient locations designed for demanding schedules of working professionals.
Devoted faculty and staff focusing on your success in passing the CFP® exam and career advances.

CFP® Certification Education Program Requirements

The CFP ® Certification Financial Planning Education Program from Elizabethtown College requires 18 credit hours of academic work.

Sample Progam Schedule:

TERM:	FALL I	FALL II	SPRING I	SPRING II	SUMMER I	SUMMER II
COURSE:	FIN 571 Fundamentals and Insurance Planning	FIN 572 Investment Planning	FIN 573 Estate Planning	FIN 574 Income Tax Planning	FIN 575 Retirement Planning and Employee Benefits	FIN 576 Cases in Financial Planning

Click on the course below for the description:

Fundamentals and Insurance Planning is a required course of CFP® Certification. FIN571 covers fundamental principles in financial planning and fundamental principles in the theory of insurance. By design, the course covers various aspects of financial planning strategies emphasizing applicable knowledge and techniques with which a financial service professional shall be equipped to best service clients based on CFP Board’s Financial Planning Practice Standards, Code of Ethics and Professional Responsibility, Rules of Conduct, as well as rules of Disciplinary Rule and Procedures. In addition, the course also covers the latest common insurance products and practices emphasizing knowledge and techniques in insurance planning with which a financial service professionals shall be equipped to best service clients The course provides a solid foundation in financial planning while focusing on practical skills.

Investment Planning is a required course of CFP® Certification. FIN572 covers fundamental concepts, theories. Principles, and strategies in investment planning. By design, the course covers various aspects of investment planning strategies emphasizing applicable knowledge and techniques with which a financial service professionals shall be equipped to best service clients. The course provides a solid foundation in investment planning while focusing on practical skills.

Estate Planning is a required course of CFP® Certification. FIN573 covers fundamental principles in estate planning. By design, the course covers various aspects of estate planning strategies emphasizing applicable knowledge and techniques with which a financial service professionals shall be equipped to best service clients. The course provides a solid foundation in estate planning while focusing on practical skills.

Income Tax Planning is a required course of CFP® Certification. FIN574 covers fundamental principles in income tax planning. By design, the course covers various aspects of income tax planning strategies emphasizing applicable knowledge and techniques with which a financial service professional shall be equipped to best service clients. The course provides a solid foundation in income tax planning while focusing on practical skills.

Retirement Planning and Employee Benefits is a required course of CFP® Certification. FIN575 covers fundamental principles in retirement planning and employee benefits. By design, the course covers various aspects of retirement planning strategies emphasizing applicable knowledge and techniques with which a financial service professional shall be equipped to best service clients. The course provides a solid foundation in retirement planning while focusing on practical skills.

Designed to meet the CFP Board Financial Plan Development Course Requirement, Cases in Financial Planning is a capstone financial planning course required for the CFP® Certification. FIN576 allows students to synthesize and integrate different aspects of effective financial planning gained in other CFP program courses to server clients’ needs. By design, the course require students to apply various tools, techniques, and strategies of financial planning to a comprehensive case study that emphasizes applicable financial planning knowledge and skills with which a financial service professionals shall be equipped to best service clients.

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Application Requirements

Admissions Requirements

Official transcripts conferring a baccalaureate degree from a regionally accredited college or university.
Have an undergraduate GPA of 3.0 or higher (A GPA waiver can be granted based on professional work experience and other factors).
Three years of relevant work experience is preferred but not required.

Application Deadlines: This program has rolling admissions. See the SCPS academic calendar for registration deadlines.

Application Process

Please feel free to contact or meet with our admissions team at any point during the application process. Our admissions counselors are not only a great resource to guide you through the process and answer questions, they are skilled at helping our applicants find the best program and options to help them reach their goals!

How to Apply: Complete the graduate application process via the online portal which includes:

Submitting a $25 nonrefundable application fee (Waived for Elizabethtown College graduates)
Requesting official transcripts from all undergraduate institutions attended
Uploading your current resume
Uploading a personal statement demonstrating your commitment to professional advancement and contribution to financial planning and advisory
Submitting Two Letters of Recommendation
OPTIONAL: Upload proof of certification in CPA, CMA, CIA, CFA or other credentials related to financial services

Are you ready to elevate your career in Finance and Wealth Management? Get started today with the Certification Financial Planning Education Program at Elizabethtown College!

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Career Outlook

Career Opportunities:

Director of Financial Planning
Senior Financial Advisor
Wealth Manager
Financial Planning Manager
Senior Financial Advisor
Senior Financial Planner/Wealth Manager
Senior Financial Analyst

Job Postings in the Region:

More than 5,000 in the past 12 months
with a projected job increase of nearly 13% through 2023
Source: Burning Glass Technologies ©

Top Employers Hiring:

Verizon Communications Incorporated
Citi
Anthem Blue Cross
Johnson & Johnson
The Bank of New York Mellon
Aetna Incorporated
Comcast

I needed to find a school that fit into my crazy lifestyle while giving me the opportunity to interact with my instructors and peers. Elizabethtown College offered me the best of both worlds. They truly understand the challenges of working adults.

– Melissa Boyles

When I decided to go back to earn my bachelor’s degree, Etown offered me the ability to work at my pace. The program was very accommodating and the instructors were flexible and understanding of my needs working full-time as a single mother.

– Mariko Bender

Each facilitator excels your knowledge and skills. The professors teach relevant material that you can apply in your current job immediately.

– Tony Knepp

I wanted to make a difference and make an impact in my career. I built my foundation through the Elizabethtown College program. I also wanted to give my kids an example of a role model to give them the motivation to pursue their goals.

– Marilyn Murray

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Meet Your
Program Director

Dr. Emma Neuhauser

Dr. Neuhauser recieved her Ph.D. in Finance from State University of New York at Buffalo, M.Sc. in Computer Science from the National University of Singapore, and BEng in Computer Science from Tianjin Institute of Technology, China. Dr. Neuhauser's research interests are Corporate Finance, Corporate Governance, Financial Engineering and Securities, Financial Institution and Markets, and Investments. She has held a variety of positions at a number of institutions including Redback Networks Systems Canada Inc. and Industrial and Commercial Bank of China. She brings with her experience as a quantitative research analyst, system verification engineer, business consultant, and project manager. Dr. Neuhauser has taught corporate finance at the State University of New York at Buffalo. She is a member of the American Finance Association, Financial Management Association and Global Association of Risk Professionals, and has earned several prestigious awards for her work.

Have Questions? Not Sure Where to Start?
Our experienced Admissions staff is here to help. Fill out a brief contact form and one of our counselors will reach out to guide you on your way.

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CFP® Certification Financial Planning Education Program

CFP®Certification Financial Planning Education Program

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Program Formats:

Credits Required: 18

Cost Per Credit: $400.00

Program Features:

CFP® Certification Education Program Requirements

FIN 571 Fundamentals and Insurance Planning

FIN 572 Investment Planning

FIN 573 Estate Planning

FIN 574 Income Tax Planning

FIN 575 Retirement Planning and Employee Benefits

FIN 576 Cases in Financial Planning