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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Other options within this field of study: 
CESTE Business School
Zaragoza, Spain

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

The online Financial Advising programme 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. -
Certificate
Part-time
6 months
Spanish, English
Online
 
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
Mar 2020
29 Feb 2020
Online
 
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 weeks
English
Sep 2020
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 months
English
Campus
Online
 
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
 
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
Sep 2020
Online
 
Morgan International
Beirut, Lebanon +26 More

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 business ... +

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. -
Certificate
Part-time
English
Online
 
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
Online & Campus Combined
Part-time
Sep 2020
Online & Campus Combined
Campus
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 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
 
CESTE Business School
Zaragoza, Spain

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 bas ... +

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. -
Certificate
Full-time
4 months
English, Spanish
Campus
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
 
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 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