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Continuing Education Certificate Programs

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Personal Financial Planning Online

The Certificate Program in Personal Financial Planning (PFP) presents techniques to formulate and execute comprehensive financial plans that assist clients in accumulating, conserving and transferring personal wealth. Students who successfully complete the program may apply for the CFP® certification exam.

Prerequisites:

Minimum Education Requirements for PFP: High School Diploma or Equivalent (GED/TASC) and basic knowledge of economics or equivalent experience.

CFP certification: requires 60 college credit completion

Program certification: In order to receive a program certificate, you must complete all required  courses listed and submit a certificate request form ($7). Click to download.

Course Requirements

Intro to Financial Planning
PFP 60 / 13 sessions / 39 hours / LEHC
Risk Management
PFP 61 / 12 sessions / 36 hours / LEHC
Advisory services, 36 NYS CPE credit
Tax Planning and Management
PFP 64 / 12 / sessions / 36 hours / LEHC
Advisory services, 36 NYS CPE credit
Retirement Planning and Employee Benefits
PFP 63 / 12 sessions / 36 hours / LEHC
Advisory services, 36 NYS CPE credit
Investments
PFP 62 /12 / sessions / 36 hours / LEHC
Advisory services, 36 NYS CPE credit
Estate Planning
PFP 65 /12 / sessions / 36 hours / LEHC
Advisory services, 36 NYS CPE credit
Financial Plan Development Course (Capstone)
(Online)
For more information and to register, visit http://www.dalton-education.com/store/dalton-education/cfp-capstone-courses/7-course- capstone and select Lehman-CUNY from the drop down menu or call (877)426-2373. 

Certified Financial Planning

Passing the CFP® Certification Examination plus fulfilling experience, undergraduate degree, and ethics requirements can lead to certification by CFP board, granting the individual the right to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks. Detailed requirements for CFP certification can be found at www.CFP.net. NOTE: The certification marks and are owned by the Certified Financial Board of Standards, Inc.

N.Y.S CPE Credit Information:

The Lehman College SCPS is approved by the NYS Education Department State Board for Public Accountancy to offer certified public accountants and/or public accountants mandatory CPE credits under the NYS License #002749. Noted with the courses in the Personal Financial Planning Program and the IRS enrolled Agent Preparation Program are the number of hours of CPE credits and the CPE subject area(s) covered. Upon completion of the course, participants must inform the instructor(s) at the first class meeting that the course is being taken for mandatory CPE hours for NYS Licensed Accountants. For NYS CPE requirements, go to www.op.nysed.gov.

Coordinator Contact:

Bernadette Gordon
Email: Bernadette.Gordon@lehman.cuny.edu
Phone: 718-960-5182

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