online financial planning certificate

Financial Planning Certificate (Undergraduate)

Start your online undergrad certificate in financial planning

Making smart long-term money decisions for things like retirement isn’t always easy. In as little as seven months, you can gain skills to help others navigate the world of investment and financial planning with our Financial Planning Certificate (Undergraduate). Courses are just 5 weeks long, so they won’t get in the way of your busy life.

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Courses

Browse courses for your online financial planning cert

Education should hold practical value. That’s why our courses meet rigorous academic standards and provide you with skills and knowledge immediately applicable to your career.

Look for this icon to see which skills you’ll learn in a course.

Core Courses

3 Credits

This course addresses advanced principles in financial management and decision making. Emphasis is placed on providing relevant theory, best practices, and skills to effectively manage risk, time value of money, working capital, capital structure, the regulatory environment, and evolving issues in financial management.

3 Credits

This course provides an introduction to personal financial planning. Personal financial goals are examined with a focus on investment risk and returns, markets, and analysis tools useful in assessing financial situations.

3 Credits

This course develops a conceptual framework for understanding how recent and current events affect the financial environment. Financial markets are examined with a focus on their utilization by financial institutions, the pricing of financial assets, the impact of the Federal Reserve, the internationalization of financial markets, and the impact of recent events. Financial institutions such as insurance companies, commercial banks, and investment banks are covered. The institutions are described with a focus on regulatory aspects and management use of financial markets and performance.

3 Credits

This course covers the theories and practices of investments, including financial markets, risk and return, securities, asset allocation, and diversification. Students will apply finance models and investment strategies to analyze and manage investment portfolios for various types of organizations.

3 Credits

This course provides students with the tools necessary to create a retirement plan. After completion of this course, students will be able to identify the types of retirement plans, understand the implications of federal law on retirement plans, identify retirement plans and participation requirements, calculate tax deductions and contribution limits, and create a full financial plan, including retirement, for an individual.

3 Credits

This course gives students the opportunity to integrate previously learned finance and accounting concepts and practices to contemporary business strategies, while improving financial decision-making and problem-solving skills. In addition, students will examine real-world financial management scenarios in order to apply best practices resulting in increased value for various types of organizations.

General Education Courses

Electives

Requirements: 18 credits

You’ll need 18 credits to complete this Certificate in Financial Planning. Your course schedule may vary based on transferable credits or credits earned through the University’s Prior Learning Assessment.

6 Core Courses

Here’s where you’ll pick up the bulk of your program-specific knowledge. By the time you finish these courses, you should have the confidence and skills needed in this field.

Program Purpose Statement

This program does not lead to certification as a certified financial planner, or any other certification related to finance or financial planning.

Schedule

Attend class whenever it fits your life, day or night because our online classroom is available 24/7/365. Your academic counselor will help schedule your courses for a Financial Planning Certificate.

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Earn career-relevant skills in weeks – not years.

Learning shouldn’t take years to put into practice. That’s why we’re empowering you to build career-relevant skills with every five- to six-week course.

We’ve worked with the labor market researcher Lightcast to identify in-demand skills for occupations and mapped those to our related associate, bachelor’s and master’s degree programs.

Learn about skills

Tuition

Affordable, fixed tuition

Lock in the peace of mind that comes with fixed, affordable tuition. You’ll enjoy one flat rate from the moment you enroll until the day you graduate from your program. That's your Tuition Guarantee.

Lock-in Tuition

$398

Cost per credit

Learn about Cost of Attendance (COA) for 2023/2024

Financial aid

You may have options when it comes to paying for college tuition and expenses, such as federal grants and loans. Our finance advisors can answer your questions about financial aid and can help guide you through the process.

Learn about financial aid

Federal Student Loan Basics

Careers & Outcomes

What can you do with a Financial Planning Certificate (Undergraduate)?

Discover where your degree might take you and make informed choices about your future.

This certificate can help prepare you to be a:

Financial Advisor
Financial Planner
Assistant Manager

In this program, you'll learn how to:

Build personal financial plans
Analyze investments and manage portfolios
Help clients choose insurance coverage

Ready to get started?

Start your application for free or request additional information.

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What you’ll learn

When you earn your online Financial Planning Certificate, you’ll be equipped with a concrete set of skills you can apply on the job. You’ll learn how to:

Examine areas of financial planning that can be used to improve decision making.
Analyze financial information to improve operational performance.

16% Growth

According to the Bureau of Labor Statistics, job growth for Financial Managers is projected to be much faster than average between 2022 and 2032.

The BLS Projected Growth for 2022-2032 is published by the US Bureau of Labor Statistics. This data reflects the BLS’ projections of national (not local) conditions. These data points are not specific to University of Phoenix students or graduates.

Admissions

Apply for free – no application fee, no obligation.

Starting your degree is a big decision — and we want you to feel great about it. That’s why we remove obstacles from your application.

No SAT/ACT required
No essay required
No cost, risk-free trial for eligible students
We’ll request transcripts at no cost to you, when possible, and we accept eligible credits from over 5,000 accredited institutions.

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How to enroll at the University of Phoenix

How to enroll at University of Phoenix

Receive highly rated 1-on-1 support

You’ll have a support team of real people you can lean on to encourage your success as a student. Start a conversation about your future with one of our enrollment representatives today.

Call or chat with us 7 days a week.

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Gabriel G., Enrollment Rep

Receive highly rated 1-on-1 support

You’ll have a support team of real people you can lean on to encourage your success as a student. Start a conversation about your future with one of our enrollment representatives today.

Call us at 844-937-8679 or chat with us 7 days a week.

Request info

Apply now

Student Experience

An education that fits your busy life

Balancing family, work and school

Work toward your degree without giving up what matters most. Start your degree year-round and take one class at a time.

Learn about our flexibility

Online learning

Enroll in online classes and attend class whenever it fits your life, day or night.

Read about online classes

Around-the-clock support and resources

You have a support team available up to 20 hours a day, 5 days a week.

See student resources

Computer requirements for courses

Many course assignments will require you to use a computer to complete and submit your assignment.

Professionals dedicated to you

Your success is a top priority for our deans and faculty members. They bring an average of 26 years of experience and hands-on perspective to the classroom, and help bridge the gap between academics and industry knowledge.