Making smart long-term money decisions for things like retirement isn’t always easy. In as little as seven months, you can gain the 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.
This course introduces the student to the essential elements of finance for business. Emphasis is placed on financial management, financial markets, and the tools, techniques, and methodologies used in making financial decisions. Topics include: financial statement analysis, time value of money, financial markets and institutions, risk and return, financial planning, and international finance.
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.
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.
This course covers the theories and practices of investments including financial markets, risk and return, securities, asset allocation and diversification. Students will utilize analytical techniques available in the investment planning and selection process in the environment in which investment decisions are made. Students will apply finance models and investment strategies to analyze and manage investments for various types of organizations.
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.
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:
FIN/370T: FINANCE FOR BUSINESS
FIN/420: PERSONAL FINANCIAL PLANNING
FIN/366: FINANCIAL INSTITUTIONS
FIN/402: INVESTMENT FUNDAMENTALS AND PORTFOLIO MANAGEMENT
FIN/422: RETIREMENT AND BENEFIT PLANNING
FIN/486: STRATEGIC FINANCIAL MANAGEMENT
Your academic counselor will help schedule your courses for a Financial Planning Certificate.
Paying for school
Cost per credit
Keep the same fixed, affordable tuition from start to finish of your program, even if it takes longer than you planned. That’s our promise: no matter what surprises life brings, you can count on us.
SAVE TIME AND MONEY ON YOUR CERTIFICATE
Credit transfer made easy Graduate faster by transferring in prior eligible credits from another accredited institution.
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.
Average years of industry experience
Chief Executive Officers
As a faculty member, I'm on your team. I'm your coach and your cheerleader."