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Top Certificate Programs in Financial Planning

Many students and professionals enroll in additional education programs to gain skills for the workplace. A certificate program is a great option for students needing to fast-track their education. In order to receive a certificate, there are usually requirements such as classwork and testing that students must perform.

What is a certificate in financial planning? This is a unique educational opportunity that enables students to gain financial planning knowledge without working towards a master’s degree. The classes cover various topics such as financial fundamentals, pensions, estate and gift taxation, retirement planning, securities analysis, income taxation, investment management, and insurance products. There are usually requirements for entry to this program. Depending on the school, online learning may be an option. In many instances, students have to complete an exam to earn the certification.

There are several unique benefits to receiving a certificate in financial planning. Financial acumen is valuable in any business environment and is attractive to a wide range of employers. Additionally, understanding the principles of finance and using them to improve one’s own life and to aid one’s relatives in meeting their financial goals provides a strong sense of empowerment and satisfaction for many people who study finance.

The cost of a certificate program varies with each school. There are universities around the globe that offer financial planning programs. If you are interested in this course of study, you can research the cost of the program by contacting the school you want to attend.

After students receive their certificate, they are usually qualified to work in various roles. It is common for graduates to work with banks or financial planning firms. Some people also work independently as finance consultants. There are opportunities around the world for work, and several companies look for candidates with this specialized knowledge.

If you want to learn more about financial planning, it is a good idea to research the different programs available. Search for your program below and contact directly the admission office of the school of your choice by filling in the lead form.

 

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12 Results in Financial Planning

Simply Academy

The CMAcert®is an interactive study course designed for people who wish to work in the financial sector but do not have any previous experience within the industry. The C ... [+]

What is CMAcert®?

(Price is exclusive of VAT)

The CMAcert® is an interactive study course designed for people who wish to work in the financial sector but do not have any previous experience within the industry. The CMAcert® course helps learners develop their knowledge and understanding of the practical aspects of being a mortgage adviser, with skills that are transferable into the day-to-day job role.

Accredited by the National Skills Academy for Financial Services, the CMAcert® course will cover aspects of the job such as information gathering, putting together recommendations and the application process, developing valuable knowledge and experience for your new position.... [-]

United Kingdom UK Online
Open Enrollment
Part-time
Online
Simply Academy

The CeMAP qualification meets standards set by the Financial Conduct Authority (FCA) for those aiming for a ‘licence to practice’, and with over 80% of mortgage advisers ... [+]

What is CeMAP®?

(Price is exclusive of VAT) If your goal is to start an exciting and potentially lucrative career as a mortgage adviser, then the Certificate in Mortgage Advice and Practice (CeMAP®) qualification is your ticket to success. The CeMAP qualification meets standards set by the Financial Conduct Authority (FCA) for those aiming for a ‘licence to practice’, and with over 80% of mortgage advisers having achieved the certificate, it is truly considered as the benchmark qualification throughout the financial industry. The content and structure of the CeMAP® course has been designed to meet the regulatory requirements and demands of a career in financial services. Employers from across the sector have assisted in the development of CeMAP®, meaning that the content aligns with real-world requirements that employers are looking for.... [-]

United Kingdom UK Online
Open Enrollment
Part-time
Online
Simply Academy

If you are a qualified mortgage adviser looking to broaden your skillset and offer more options to your clients, then the Certificate in Regulated Equity Release (CeRER®) ... [+]

What is CeRER®?

(Price is exclusive of VAT)

If you are a qualified mortgage adviser looking to broaden your skillset and offer more options to your clients, then the Certificate in Regulated Equity Release (CeRER®) will make a great addition to your CV. The CeRER® is a QCF level 3 qualification specific to the UK and meets the standards set by the Financial Conduct Authority (FCA).

The equity release market is growing rapidly, and being able to offer homeowners this additional service is proving a popular choice. This one-day study course consists of just two units under one module and aims to develop your understanding of the equity release market, including the legal and regulatory aspects of this specialist field.... [-]

United Kingdom Birmingham London Manchester
Open Enrollment
Full-time
Campus
Simply Academy

The CeMAP® is a QCF level 3 qualification specific to the UK and meets standards set by the Financial Conduct Authority (FCA) for those aiming for a ‘licence to practice’ ... [+]

What is CeMAP®?

(Price is exclusive of VAT)

If your goal is to start an exciting and potentially lucrative career as a mortgage adviser, then the Certificate in Mortgage Advice and Practice (CeMAP®) qualification is your ticket to success. The CeMAP® is a QCF level 3 qualification specific to the UK and meets standards set by the Financial Conduct Authority (FCA) for those aiming for a ‘licence to practice’. With over 80% of mortgage advisers having achieved the certificate, it is truly considered as the benchmark qualification throughout the financial industry.

The content and structure of the CeMAP® course has been designed to meet the regulatory requirements and demands of a career in financial services. Employers from across the sector have assisted in the development of CeMAP®, meaning that the content aligns with real-world requirements that employers are looking for.... [-]

United Kingdom Bishop's Stortford Bristol Birmingham Edinburgh Glasgow Leeds London Manchester Newcastle upon Tyne Norwich Nottingham Plymouth Southampton  + 10 More
Open Enrollment
Full-time
10 days
Campus
Morgan International

The FP&A is the only qualification of its kind, providing much-needed professional standards to the financial planning industry while delivering major benefits to bus ... [+]

Certified Corporate Financial Planning & Analysis Professional

The FP&A is the only qualification of its kind, providing much-needed professional standards to the financial planning industry, while delivering major benefits to businesses and employees.

Why be an FP&A?

If you are looking to make your mark in financial planning or enjoy greater career prospects, then the FP&A is definitely for you.

What every business wants

Here’s why FP&A has taken its place as a must-have professional credential

The only qualification in financial planning Administered by international organization AFP Critical to corporate financial success A key driver of business decisions Integral to increase revenue growth Benchmarks professional standards Acts as a talent marker What do you learn? ... [-]
Lebanon Beirut Jordan Amman India Pune Hyderabad Chennai New Delhi Canada Mississauga Vancouver Montreal France Paris Switzerland Geneva Germany Frankfurt Qatar Doha Bahrain Manama United Arab Emirates Abu Dhabi Dubai Al Ain Saudi Arabia Dammam Egypt Cairo Russia Moscow Kazakhstan Almaty Ukraine Kyiv Jeddah Riyadh Kuwait Kuwait City Bengaluru  + 38 More
October 2019
Part-time
Online
VCampus Global

This certificate program in investment planning is meant for those who want to get an introductory but firm grasp on the process of investment. The program enables the st ... [+]

Certificate Program - Investment Planning

This certificate program in investment planning is meant for those who want to get an introductory but firm grasp on the process of investment. The program enables the student to get a firm hold on the fundamentals of investment planning. This course familiarizes beginners with the various investment avenues and important concepts such as time value of money. It also provides knowledge about the securities market and the risk and return profiles of various investment avenues.

This Certificate Program is intended for

Certificate in investment planning is for those who want to develop their professional competencies in the area of investment planning and research. This certificate can be helpful in career enhancement, career advancement and even career replacement.... [-]

USA Los Angeles United Arab Emirates Al Jazirah Al Hamra India Delhi  + 2 More
September 2020
Full-time
Part-time
Online
California State University at Fullerton,Steven G. Mihaylo College of Business and Economics

This one-semester certificate was designed to help board members, nonprofit staff, accountants, and attorneys better understand and meet the unique challenges of financia ... [+]

The nature of nonprofits' accounting, auditing, investing, reporting and tax filing procedures is distinct from business and personal financial practices. This program is designed to meet the needs of nonprofit organizations and is appropriate for those who are interested in learning how to better plan and manage the finances of a nonprofit personnel. This 45-hour program can be completed in one semester. * PROGRAM OBJECTIVESAt the conclusion of the certificate program, graduates will be able to:-Create and implement an operating budget using fund accounting principles.-Develop policies and procedures for investment and cash management.-Understand legal and fiduciary responsibilities of staff and board members. -Develop appropriate financial statements for internal and external audiences. -Develop appropriate policies and procedures for financial management.... [-]

USA Fullerton
Part-time
3 months
Campus
Seidman College of Business, Grand Valley State University

The CERTIFIED FINANCIAL PLANNER™ or CFP® certification is awarded by CFP Board to individuals who meet ethics, experience, and education requirements, and pass the CFP® C ... [+]

Expand Your Knowledge and Earning Potential

Because of the increasing complexity required in making wise financial choices, a growing number of people are looking for smart advice about financial resources and services. This expanding demand has created many new and profitable opportunities for financial service professionals who can provide intelligent and informed guidance.

What is the CFP® certification?

The CERTIFIED FINANCIAL PLANNER™ or CFP® certification is awarded by CFP Board to individuals who meet ethics, experience, and education requirements, and pass the CFP® Certification Examination. The CFP® certification is the financial planning certification clients respect and demand. It sets you apart as a competent and ethical financial planner. ... [-]
USA Grand Rapids
September 2020
Part-time
Online & Campus Combined
University of California, Irvine - Division of Continuing Education

This program is registered with Certified Financial Planner Board of Standards, Inc. CFP Board is a certifying organization whose mission is to benefit the public by fost ... [+]

Overview

This program is registered with Certified Financial Planner Board of Standards, Inc. CFP Board is a certifying organization whose mission is to benefit the public by fostering professional standards in personal financial planning.

Who Should Attend Bankers, accountants, stockbrokers and attorneys Mid-career professionals in the finance industry who want to hone their skills College graduates and other individuals who are considering a career in personal financial planning Career Insight

Occupational summary for personal financial advisors in the United States.

Jobs: 205,336 (2016) Projected Growth: 28.10% (2017-2027) Annual Salary: $58k-$161k (25th-75th Percentile)

... [-]

USA Irvine USA Online
Open Enrollment
Full-time
Part-time
15 - 26 months
Campus
Online
edX

Improve your project management skills and learn the key strategies to generate crucial funding for your project. This program will provide you with the fundamental knowl ... [+]

Improve your project management skills and learn the key strategies to generate crucial funding for your project.

Are you involved in the development and execution of technical projects and eager to know what it takes to fund a project successfully? Would you like to be more in touch with the latest developments in project finance and able to use these to your advantage? To benefit from a range of novel project contracts and methods of financing, professionals working on infrastructure and industrial projects need to have a good understanding of how project financing works and how project investors and lenders think and assess the risks of a project.

This program will provide you with the fundamental knowledge and necessary tools to create the optimum financing structure for your project and enhance its potential to attract funding.... [-]

USA Cambridge
September 2020
Full-time
Part-time
10 - 14 weeks
Online
CESTE Business School

The course has been designed to complement and deepen the previous education and experience of professionals who, in various areas, advise and manage personal estates. Th ... [+]

Program accredited by the EFPA (European Financial Planning Association) as a preparation for the EFA (European Financial Advisor) certification exam. With this, you will be able to demonstrate your worth and perform professionally at the highest level of the banking and advising field which grows the most in developed countries. This program contains a module of our Official Master’s in Banking and Finance (MBF) which can be studied independently.

The course has been designed to complement and deepen the previous education and experience of professionals who, in various areas, advise and manage personal estates. The basic aim is to teach the technical abilities, assessment, judgment, and advising necessary to optimize relationships with clients. The course provides the theoretical understanding and necessary practice to respond to the present and future needs of the client’s estate management, and to improve the quality and profitability of the services provided by the entity.... [-]

Spain Zaragoza
December 2019
Full-time
4 months
Campus
Online
CESTE Business School

The online Financial Advising programme allows you to acquire the necessary understanding that will make you a professional qualified to properly advise on current financ ... [+]

A course accredited by the EFPA (European Financial Planning Association) to prepare for the EIP (European Investment Practitioner) certification exam. With this, you will be able to prove your worth and professionally yield high-level results in the field of banking and consulting which grows mostly in developed countries. The program is offered in an online format.

Credits: 6 ECTS Duration: 24 Weeks Methodology: Online with interactive content, virtual classes, and recorded video conferences.

The online Financial Advising program allows you to acquire the necessary understanding that will make you a professional qualified to properly advise on current financial products in compliance with current regulations. This includes, but is not limited to, topics such as:... [-]

Spain Zaragoza
Open Enrollment
Part-time
6 months
Online