Certificate in Financial Planning

Banner

Kaplan Continuing Education offers online financial planning courses designed to help you accelerate your career and prepare to become a certified financial planner.

As the aging population grows and as a generally better educated and wealthier population increasingly seeks investment advice, Certified Financial Planners™ are sought after now more than ever.* In fact, overall employment of personal financial advisors (financial planners) is expected to increase by 30 percent through 2018, which is much faster than the average for all occupations.†Certified Financial Planners are dedicated to guiding their clients toward financial goal achievement. You could get ahead of the competition and establish your book of business by obtaining your CFP® designation.

Kaplan Continuing Education’s CFP® Board-Registered Certificate in Financial Planning online program could help prepare you for exam success in 12 months or less.‡ The self-paced program features discussion boards and email to foster interaction between student and instructor. Coursework is available 24/7 so students can study anytime, anywhere. In addition, the Online Review Course is included at no additional charge. 

Imagine What You Can Do

  • Consult

  • Work with clients to understand their financial standing and goals.

  • Analyze

  • Apply your knowledge of investments, insurance, and taxation to your client’s financial situation and recommend options to meet your client’s immediate and long-term goals.

  • Plan

  • Develop comprehensive financial plans; identify problem areas; make recommendations for improvement; select investments compatible with your client’s objectives, attitude toward risk, and expectation or need for return on investment.

  • Service

  • Buy and sell financial products on behalf of your client or make referrals to other companies for products and services; potentially assume responsibility for managing your client’s investments.

  • Reassess

  • Provide regular review to determine the impact of your client’s life changes, such as marriage, benefit changes, disability, job transfers, or retirement.

  • Build

  • Develop a client base to build a strong revenue flow.
 

 

Imagine Where You Can Apply

From small, high-end firms serving esteemed clientele to large corporate entities, graduates may work for a variety of institutions—insurance companies, brokerage firms, banks, accounting and law firms, investment banks, mutual fund companies, independent financial planning firms, tax preparation firms, credit unions, or even as an independent consultant.§ Certified Financial Planners can earn their incomes through fees, commissions, and salary.

Is This Program Right for Me?

KCE’s online financial planning certificate program is ideally suited for professionals from the financial services industry, including securities and investments, accounting, insurance, banking, and financial advising. Our comprehensive curriculum provides a solid foundation in all aspects of financial planning, so individuals interested in making a career change are also encouraged to apply. Click here to view the program comparison guide.

Accelerated Option

KCE now offers a Certificate in Financial Planning—Accelerated Option. For those who are interested in completing their program in a shorter amount of time, our accelerated study plan could put you on the fast track. The accelerated option can be completed in 4 months.

Courses Include

  • Fundamentals of Personal Financial Planning
  • Insurance and Employee Benefits
  • Investment Planning
  • Income Tax Planning
  • Planning for Retirement
  • Estate Planning
  • Financial Planning Online Review Course

For complete course descriptions, click here.

Program Prerequisites

  • High School Diploma or GED

Program Length

  • 12 months

Tuition

Click here to view tuition and fees.

 

Take the First Step

In 12 months or less, you could be on your way to a more rewarding career. Take the first step by calling 866.542.4042 (Toll Free) or click here for more information. 
*Certified Financial Planner Board of Standards, Inc., owns the CFP®TM , CERTIFIED FINANCIAL PLANNER, andcertification marks, which are awarded to individuals who successfully complete initial and ongoing certification requirements. Kaplan University does not certify individuals to use

CFP®, CERTIFIED FINANCIAL PLANNERTM, and  marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc., to individuals who, in addition to completing an educational requirement, such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements.

†Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2010–2011 Edition, Personal Financial Advisors, on the Internet at http://www.bls.gov/oco/ocos302.htm. National long-term projections may not reflect local and/or short-term economic or job conditions, and do not guarantee actual job growth.



‡Although certain Kaplan Continuing Education programs are designed to prepare students to take various certification or licensing exams, the University cannot guarantee the student will pass those exams.

§Kaplan Continuing Education’s programs are designed to prepare graduates to pursue employment in their field of study, or in related fields. However, KCE does not guarantee that graduates will be placed in any particular job or employed at all.

Corporate Partners

Our courses are designed to accommodate busy working professionals.
Learn More

Prospective Students

Start preparing for your future now with online certificate programs from Kaplan Continuing Education.
Learn More

International

Go global with Kaplan. Enhance your capabilities and reach your potential.
Learn More