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Program checklist · Certificate

Financial Planning (CFP®) Certificate

DeSales University · Center Valley, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Certificate
Credential class
ceterms:Certificate
CIP
52.0804
Credits (computed from items)
21
Catalog edition
2026-2027
Checklist type
degree-program
Identifiers
IPEDS UNITID
210739
CourseShelf checklist
CK_210739_5fefd4fe
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Required Courses

8 items
  1. FN - 290 Personal Finance
    Not resolved to a course
    3
  2. FN - 315 Retirement and Estate Planning
    Not resolved to a course
    3
  3. FN - 342 Introduction to Risk Management
    Not resolved to a course
    3
  4. FN - 361 Investments and Portfolio Management
    Not resolved to a course
    3
  5. FN - 417 Financial Plan Development
    Not resolved to a course
    3
  6. One from the following:
    Not resolved to a course
  7. AB - 322 Federal Income Taxation
    Not resolved to a course
    3
  8. FN - 311 Income Tax Planning
    Not resolved to a course
    3
Source. DeSales University, catalog 2026-2027 — https://catalog.desales.edu/preview_program.php?catoid=22&poid=4996. Captured page pages/0219.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.