2023-2024 Undergraduate Academic Catalog

Financial Planning (21 credits)

Lesley University is a part of a consortium of colleges and universities that enables Lesley students to participate in a program leading to the certified financial planner (CFP) certification. Students who pursue this program would get a minor in financial planning. The CFP program is a 7 course series. All courses are offered online in an 8-week format. The courses are taught by faculty members from the colleges and universities in the consortium. Students are not required to have a business program to participate in the program.  

Degree Requirements

Requirements List

CFINL 3301General Principles of Financial Planning

3

CFINL 3302Risk Management and Insurance Planning

3

CFINL 3303Investment Planning

3

CFINL 3304Tax Planning

3

CFINL 3305Retirement Savings and Income Planning

3

CFINL 3306Estate Planning

3

CFINL 3307Financial Plan Development

3