Certificate in Financial Planning program can lead to career change, big earnings

March 24, 2016

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Mesa, Arizona ~ Anybody can offer you financial advice.

But a Certified Financial PlannerTM knows what they're talking about.

The Certificate in Financial Planning (CFP) program available through the National Moser Center for Adult Learning at Benedictine University at Mesa is designed for people looking for a career in the financial, banking, accounting and insurance fields, as well as working professionals seeking a career change. The program is registered with Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification.

"There is a need for Certified Financial Planners today, more than ever," said Ron Finnigan, program director. "Helping people manage investments and reach financial goals is a job that requires professional skills and knowledge."

Benedictine has partnered with Kaplan Schweser to offer a nine-month CFP certificate program, which is not available anywhere else in the Southwest. Kaplan Schweser is the leading provider of financial planning and education materials, and has helped more than 13,000 financial professionals pass the CFP® Certification Examination.

The CFP® designation is important because (according to the CFP® website):

″  Individual professionals with CFP® certification generate 40 to 100 percent more proceeds than those without certification. Those in a team environment with CFP® certification generate 30 percent more.

″  Professionals with CFP® certification are more likely to have lasting clients on a regular basis where they are able to manage 45 percent of the clients' assets for an assets under management-based fee.

″  CFP® professionals with less than 10 years of experience are twice as likely to earn $215,000 annually. Thirty-five percent of professionals with certification with more than 10 years of experience earn that much, compared to 23 percent of professionals without certification.

″  Of clients who worked with a financial advisor with CFP® certification, 87 percent were satisfied or very satisfied compared to those who worked with an advisor without certification, where only 72 percent were satisfied.

The CFP program is designed for both the experienced and the newcomer to financial management. The program features superior faculty who are hired and trained by Kaplan Schweser. All faculty have either received their CFP® certification, a professional designation or license, or have advanced degrees.

Teaching the program at BenU at Mesa are Edward Clark, ChFC, CASL, and Geoffrey White, CFP®, ChFC, MSFS.

Classes meet every other week on Friday evening and all day Saturday for nine consecutive months. Students who successfully complete the certificate program will be eligible to sit for the CFP® Certification Examination. Classes start April 8.

For more information, go to ben.edu/cfp or contact Finnigan at (630) 829-1383 or Rfinnigan@ben.edu.


Benedictine University at Mesa is a branch campus of Benedictine University, an independent Roman Catholic institution located in Lisle, Illinois, just 25 miles west of Chicago. The National Moser Center for Adult Learning offers adult undergraduate and graduate certificate and degree programs in multiple formats and locations. Forbes magazine named Benedictine among "America's Top Colleges" for the fifth consecutive year in 2015.

Marketing and Communications

Gary Kohn
Assoc. Vice President of Marketing and Communications
(630) 829-6095