Financial Planning

Financial Planning

Program Details

Carroll College introduces a certificate program to fulfill the Education requirement for financial professionals and career changers with existing undergraduate degrees wishing to qualify to take the CFP Board exam.

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About the Program

This professional certificate program is available to post-baccalaureate students. The Financial Planning Certificate program is offered as part of our growing graduate and professional studies initiative, as well as an addition to the undergraduate choice of certificates. Graduate and professional studies support the Carroll mission to serve our community and its educational needs. 

The Financial Planning Certificate program is offered completely online. 

This program serves the mission of instilling and fulfilling the enduring search for knowledge that prepares participants for expertise in their vocation: exactly in the spirit of Carroll College's motto: non scholae sed vitae, not for school, but for life. Specifically geared to serve adult learners in the financial planning field with existing undergraduate degrees, the program provides the education element of the requirements for those wishing to become a Certified Financial Planner ™. Financial Planning professionals are unable to take the CFP Board exam to become a CFP® Certificant until first completing the required curriculum from a CFP Board Registered Program.

Join us and grow your professional skills

This program is for postgraduate clients currently in the profession, as well as those who wish to pursue a career change. 

  1. Learning on-demand via recorded lecture, supplemental videos, and guest conversations.
  2. Learning assessment via recorded responses, discussion forums, and written projects.

The Carroll College Financial Planning Certificate Program gives you access to the people, content, tools, and frameworks that enable you to grow in your ability to analyze a client's finances, insurance needs, and long-term goals.

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