Become an expert in the art of setting financial goals and identifying the tools needed to reach them.
Request infoCertified Financial Planners know the ins and outs of investing, saving, and money management. You’ll learn to guide clients through some of the biggest moments of their lives and be a resource for them when times are tough.
To create this program, we brought together top professors of finance and experts in portfolio management.
Dr. Ned Gandevani
Harvard University, Lesley University
Ned Gandevani is a professor of Finance at Harvard University and Lesley University. He is also a practicing Portfolio Manager, and has published multiple successful books on a variety of financial topics.
Dr. Christopher Kubik
Regis College
Chris Kubik is the Director of the LCMC’s CFP Registered program and Professor of Accounting and Finance at Regis College. He holds a DBA from Anderson University and an MBA from University of Detroit. Dr. Kubik was the 2010 recipient of the Jack Jensen Teaching Excellence Award.
Dr. Helen Xu
Holy Names University
Helen Xu is a Professor of Finance at Holy Names University. She holds a PhD in Finance from University of North Texas and an MA in Economics from Jinan University.
Dr. Erik Dellith
Mount Saint Vincent
Erik Dellith is an Adjunct Instructor at College of Mount Saint Vincent. He holds a PhD in Economics from Fordham University and an MA in Economics from SUNY Binghamton.
Quick facts on the industry.
Median annual salary for Personal Financial Advisors
Job growth above the national average for Personal Financial Advisors.
of Americans ages 65 and over consult financial planners when planning for retirement.
This course of study sources material from some of the best minds in personal finance. Their expertise is built into your certificate.
Know the ins and outs of taxes, investment, and more. Help others chart their course.
This program is designed so you’re confident and ready when it’s time for your CFP Board exams.
The Lower Cost Models Consortium is a coalition of private colleges and universities committed to making higher education more accessible for all students and sustainable for the long-term.
