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Executive Certificate in Financial Planning

"With a growing demand for qualified personal financial planners, now is the time to become a CERTIFIED FINANCIAL PLANNERTM professional. Whether you're just starting your education, looking to change careers, or seeking to improve your professional status, CFP® certification can open the door to more and better opportunities."

CFP Board

The Webinar scheduled for August 26 has been cancelled. You may register for the September 9 Information Session or contact Dr. Erroline Williams williamse976@duq.edu to schedule a meeting.

That's why you chose to pursue a career in brokerage, insurance, accounting, banking, or a related industry. You enjoy the challenge of determining what type of products or investment mix is best to achieve particular kinds of goals. You are sensitive to the risk tolerance of those looking for advice. You enjoy sharing your insights with others to help them to be more successful in their financial planning. Now you are ready to expand your qualifications and marketability by earning your CFP®, the credential that matters.

The world of finance and investing gets more complicated each year. Yet, on balance, stocks, bonds and mutual funds remain important to individuals seeking financial security. That's why investors need the help of a professional to protect their investments-and what they represent.

* Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Earn the Credentials that Matter

The financial planning profession is experiencing tremendous growth and the CFP® mark is the best-known credential.  Duquesne University's Executive Certificate in Financial Planning program is registered with Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification.*  The program is designed for professionals in the financial field as well as career changers.

Earn Your Certificate in 9 Months

Upon successful completion of Duquesne University's Executive Certificate in Financial Planning program, students will receive a certificate of completion from Duquesne University.  Students who successfully complete the certificate program will be eligible to sit for the CFP® Certification Examination.

Graduates of the program may receive six academic credits towards a graduate degree in the School of Leadership and Professional Advancement.

Program brochure

Curriculum

An outstanding faculty presents the material in a manner that is clear and concise. The curriculum focuses on the:

  • technical aspects
  • practical application
  • and ethics and professionalism of financial planning.

Hear what our alumni have to say about the program...

    Offered in Partnership with Kaplan Schweser

    The leading provider of financial planning and education materials, Kaplan Schweser has helped more than 13,000 financial professionals pass the CFP® Certification Examination. Because of Kaplan Schweser's extensive experience in providing financial planning education, students participate in an efficient and effective learning environment.

    The Executive Certificate in Financial Planning program is approved;

    • by the Commonwealth of Pennsylvania Insurance Department to award continuing education insurance credits in accordance with the guidelines set forth by the Continuing Education Program
    • with the Pennsylvania State Board of Accountancy to award continuing education credits for CPAs (Certified Public Accounts)
    • for GI Bill or VA education benefits and for CareerLink funding; please contact your VA or CareerLink office for more information about this opportunity

    Refer A Student!

    Several students and alumni have referred friends and colleagues to Duquesne's Executive Certificate in Financial Planning Program. Do you know anyone who would benefit from the program?

    In appreciation for student referrals, we are pleased to offer you a $100 discount on Kaplan Schweser's Premium Live Review Study Solution. The comprehensive Live Review will assist you preparing for the CFP(R) Exam by focusing on the critical content you studied in your required education program and provide you with test-taking tips and strategies. The Premium Live Review Study Solution includes 8 textbooks, a full array of pre- and post-review products, SchweserPro Review QBank, InstructorLink, plus our expert classroom instruction. For additional information, visit their website.

    Please send all referrals - names and contact information - to leadership@duq.edu.