Your academic counselor will help you schedule your courses.
A financial planning certificate prepares you to examine aspects of financial strategy that can be used to improve fiscal decision-making, whether it be for an organization or an individual.
While a “certificate” program can prepare you academically with the knowledge and skills to work in finance, this differs from “certification” in finance, which can help you to demonstrate a certain level of proficiency or experience in the field. There are several industry finance certifications available, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), each with distinct eligibility requirements.
A Bachelor of Science in Business with a General Management Certificate at University of Phoenix prepares you for leadership roles within a business’s financial department. By introducing you to general management skills, the certificate can prepare you for more diversified opportunities within the financial industry.
A financial planner needs to be able to analyze financial information on a deep level by evaluating income, investments, insurance, taxes and other life factors to help individuals develop a personal financial plan that best suits their needs.
As a financial planner you should typically complete a bachelor’s degree, preferably in business or finance. The Bachelor of Science in Business degree with a Financial Planning Certificate prepares you to build financial plans, analyze investments, manage portfolios and help clients choose insurance coverage. You can also advance your financial planning education with a master’s in business degree at University of Phoenix.