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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 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
Part-time
15 - 26 months
English
Campus
Online
 
Centennial College
Toronto, Canada

The Financial Planning program at Centennial College is for you if you've already completed post-secondary education and wish to enter the financial planning field in just two ... +

The Financial Planning program at Centennial College is for you if you've already completed post-secondary education and wish to enter the financial planning field in just two semesters. This Business graduate certificate program will use instructional materials from professional bodies to deliver the Financial Planning courses. A balance of theory and hands-on training in small-sized classes will allow for much interaction with your instructors, fellow peers and the content. -
Graduate Certificate
Full-time
English
Campus
 
Frankfurt School of Finance & Management - Sustainable World Academy
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
01 Mar 2023
31 Mar 2023
Online
 

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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
Online
 
Fanshawe College
London, Canada +1 More

The Professional Financial Services program will give you the skills you need for limitless career success. This one-year graduate certificate is designed for university and c ... +

The Professional Financial Services program will give you the skills you need for limitless career success. This one-year graduate certificate is designed for university and college graduates looking for a career in financial services. You'll learn about personal financial management, tax and retirement planning, insurance, investment and estate planning. -
Graduate Certificate
Full-time
English
Campus
Online
 
University of Technology Sydney
Sydney, Australia +3 More

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 2023
Campus
 
Informa Connect
London, United Kingdom

You'll learn the principles of venture capital, how they have developed among a diverse range of participants, with both for-profit and not-for-profit primary objectives, the ... +

You'll learn the principles of venture capital, how they have developed among a diverse range of participants, with both for-profit and not-for-profit primary objectives, the importance of the finance lifecycle in influencing the nature and substance of venture capital activity, the analytical frameworks used by leading venture capitalists to assess new venture opportunities. -
Postgraduate Certificate
Full-time
Part-time
16 weeks
English
Online
 
Aventia Institute
Brisbane City, Australia

The Certificate IV in Financial Services will provide students with skills and knowledge to be a Manager in a wide range of industry areas.

The Certificate IV in Financial Services will provide students with skills and knowledge to be a Manager in a wide range of industry areas. -
Certificate
English
Campus
 
McHenry County College
Crystal Lake, USA

The Tax Practitioner Certificate consists of four tax courses: individual, corporate, Internal Revenue Service (IRS) practice and procedures and the Enrolled Agent Review cour ... +

The Tax Practitioner Certificate consists of four tax courses: individual, corporate, Internal Revenue Service (IRS) practice and procedures and the Enrolled Agent Review course or Volunteer Income Tax Assistance (VITA) Tax Clinic participation. These four courses are spread out throughout the calendar year enabling you to prepare for your Enrolled Agent (EA) Examination. -
Certificate
Full-time
English
Campus
 
College For Financial Planning
Centennial, USA

Now offered through College for Financial Planning®—a Kaplan Company, you can trust us to help support your goal of passing the CFP® exam with an industry-leading learning met ... +

Now offered through College for Financial Planning®—a Kaplan Company, you can trust us to help support your goal of passing the CFP® exam with an industry-leading learning methodology and best-in-class study tools, as well as ethics and CE credits. Unique features of our learning platform help you stay on track to completing your education, whether you prefer a one-year structured-pace program or a program where you set the completion date. An Activity Feed guides you dynamically through coursework and tools each week so you have a truly integrated, efficient study experience while a Performance Tracker lets you know how you're progressing with assignments. -
Certificate
English
Campus
 
The American College Of Financial Services
King of Prussia, USA

The American College of Financial Services' WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new le ... +

The American College of Financial Services' WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and investors in a program with the highest degree of accreditation. You'll learn the fundamentals of goal-based wealth management, which begins with your client’s goals—whether they're saving for college tuition, planning for retirement, or passing wealth on to others through estate planning. Through a focus on tax-efficient portfolio management strategies that integrate the newest research on client behavior and financial planning, the WMCP® will develop your expertise as an analyst in goal identification, risk management, and investment management plans tailored to the needs of investors. Developed by more than 25 expert financial advisors, the WMCP® provides a unique education in applied investment management that won the program the 2018 Brandon Hall Group Bronze Award for Excellence in Learning. -
Certificate
English
Campus
 
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