Financial Planning Certificate

Certified Financial Planners (CFP®) work with individuals and families to advise and help them plan for a solid financial future. They provide guidance in areas including insurance, savings, investments, asset management, and retirement planning.

This program is geared towards individuals:

  • working in the financial planning field and would like to achieve certification
  • changing careers
  • seeking to understand a segment of the financial planning process for their own enrichment

There are six courses in the program. Each class will meet at the Stamford campus once a week for 12 weeks.

Guide to Certification

Upcoming Course Offerings:

CFP 503 Income Tax Planning
Tuesday, 6:00 – 9:30 PM
October 28, 2014 - January 13, 2015
Location: Stamford Campus, 3 Landmark Square, Stamford CT

More Information

Angela Pitcher
Executive Director, Part-Time Undergraduate Admissions
Tel: 203-371-7942
pitchera@sacredheart.edu

Patrick Kryskiewicz
kryskiewiczp@sacredheart.edu 
Tel: 203-569-8440
Fax: 203-569-8411 

Certified Financial Planner Board of Standards Inc. owns the trademarks CFP®, Certified Financial Planner™ and Certified Financial Planner® in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.

Sacred Heart University does not certify individuals to use the CFP®,Certified Financial Planner™ and with flame logo. CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.