Financial Planning Certificate (Undergraduate)
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Overview
Help others reach their financial goals
Learn the skills to help others navigate the world of investment and financial planning with an undergraduate Financial Planning Certificate. In this continuing education program, you’ll gain understanding of topics such as:
- Personal financial planning
- Investment analysis and portfolio management
- Insurance planning
Balance life with school by taking one 5-week course at a time while you earn your Financial Planning Certificate. Then, help others reach their financial goals.
Courses
Course length:
5 weeks
Total credits required:
18
Max. number of transfer credits:
3
Requirements and prerequisites
You’ll need 18 credits from a set of required courses to complete this certificate program. Required courses may vary based on previous experience, training or transferable credits.
Transfer credits
Earn your certificate faster. Transfer eligible college credits or apply to have relevant experience evaluated for potential college credit. Contact an enrollment representative at 844.YES.UOPX for more information.
Core courses
Career Resources
Networking opportunities
Access powerful networking tools through our PhoenixLinkTM career services platform. Take advantage of personal career coaching. Search and apply for jobs, or make your resumé visible to employers. And connect with employers and alumni through career fairs and mixers. It’s all about connections. And we help you make them.
Accreditation
The goal of accreditation is to ensure that education provided by institutions of higher education meets acceptable levels of quality. Accreditation is your assurance the University meets quality standards.
Institutional accreditation
Regional accreditation is an institution-level accreditation status granted by one of six U.S. regional accrediting bodies. Accreditation by more than one regional accrediting body is not permitted by the U.S. Department of Education.
University of Phoenix is accredited by the Higher Learning Commission (HLC), hlcommission.org. Since 1978, University of Phoenix has been continually accredited by the Higher Learning Commission and its predecessor.
Download program info
Save this program information as a PDF to share or read at a later time.
What sets us apart?
Lock in one affordable rate from start to finish on your degree program. And count on your tuition to be as dependable as your education.
Designed to fit into the lives of busy working adults, our Financial Planning Certificate can be completed in short, manageable, 5-week courses.
Taught by industry professionals with an average of 25 years of experience, our courses integrate real-world business principles that can position you for a variety of careers.
Take the next step
It’s time to let your education prepare you for the next phase of your career. You’ve got the will. And by taking one course at a time toward an undergraduate Financial Planning Certificate, you’ve got the way.
Or call 844.YES.UOPX for more details.
Other certificates that may interest you:
While widely available, not all programs are available in all locations or in both online and on-campus formats. Please check with a University Enrollment Representative.
