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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 oppo… Read more

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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University of South Australia Online
Adelaide , Australia

This qualification can serve as a bridging program for existing financial advisers who already hold an approved or relevant qualification and are only required to study a sele ... +

This qualification can serve as a bridging program for existing financial advisers who already hold an approved or relevant qualification and are only required to study a selection of remaining courses to meet education requirements. Our program embeds core bridging courses that have been specifically outlined in FASEA’s education standards. These include ethics and professionalism, financial advice regulatory and legal obligations, and behavioural finance: client and consumer behaviour. Depending on your requirements, you may need to undertake one, or all, of these courses. -
Certificate
Full-time
Part-time
6 months
English
Online
 
University of California, Irvine - Division of Continuing Education
Irvine , USA +1 More

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 ... +

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. -
Certificate
Full-time
Part-time
15 - 26 months
English
Campus
Online
 
North Dakota State University - Graduate School
Fargo , USA

The graduate certificate in Family Financial Planning is available via a collaborative, inter-institutional program offered through online distance education. Students can com ... +

The graduate certificate in Family Financial Planning is available via a collaborative, inter-institutional program offered through online distance education. Students can complete the certificate program in one calendar year. -
Graduate Certificate
Full-time
12 months
English
Jan 2021
01 Dec 2020
Online
 

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Frankfurt School of Finance & Management
Frankfurt , Germany

The significant contribution that financial inclusion can make to achieving inclusive economic growth and the Sustainable Development Goals has gained global recognition. This ... +

The significant contribution that financial inclusion can make to achieving inclusive economic growth and the Sustainable Development Goals has gained global recognition. This course will provide you with relevant knowledge on the following key financial inclusion policy areas – proportionate application of global standards, consumer protection, the digital route to financial inclusion, national strategies, measuring the impact of financial inclusion. -
Certificate
Part-time
6 months
English
Online
 
University of Technology Sydney
Sydney , Australia

The Graduate Certificate in Planning offers an entry pathway to the Master of Planning (C04007) for students who have professional experience in planning but do not have an ap ... +

The Graduate Certificate in Planning offers an entry pathway to the Master of Planning (C04007) for students who have professional experience in planning but do not have an appropriate undergraduate qualification, or have a bachelor's degree in an unrelated field. -
Graduate Certificate
Full-time
Part-time
English
Feb 2021
Campus
 
edX
Cambridge , USA

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 knowledge ... +

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 knowledge and necessary tools to create the optimum financing structure for your project and enhance its potential to attract funding. -
Certificate
Full-time
Part-time
10 - 14 weeks
English
Sep 2021
Online
 
VCampus Global
Los Angeles , USA +2 More

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 ... +

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 -
Certificate
Full-time
Part-time
Online
 
Simply Academy
Bishop's Stortford , United Kingdom +12 More

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’. Wit ... +

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. -
Certificate
Full-time
10 days
English
Campus
 
Seidman College of Business, Grand Valley State University
Grand Rapids , USA

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® Certif ... +

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 -
Certificate
Part-time
Online & Campus Combined
Campus
Online
 
California State University at Fullerton,Steven G. Mihaylo College of Business and Economics
Los Angeles , USA

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

This one-semester certificate was designed to help board members, nonprofit staff, accountants, and attorneys better understand and meet the unique challenges of financial planning and management for nonprofit organizations. This comprehensive program takes you from the nuts and bolts of how a nonprofit is established, to an exploration of important issues critical to maintaining your nonprofit status, avoiding legal problems, and onto day-to day-operations issues. -
Certificate
Part-time
3 months
Campus
 
Simply Academy
Birmingham , United Kingdom +2 More

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 ... +

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). -
Certificate
Full-time
English
Campus
 
Simply Academy
UK Online , United Kingdom

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 havin ... +

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. -
Certificate
Part-time
English
Online
 
Simply Academy
UK Online , United Kingdom

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 CMAcer ... +

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. -
Certificate
Part-time
English
Online
 

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