Financial Planning Certificate (Undergraduate)

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Approx. program length:

7 months

Credits:

18

Cost per credit:

$398

Tuition Guarantee

Format:

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.

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

COURSE TITLE CREDITS
This program is not available based on your location. Please edit your location above or search for an alternative program that is available in your current location.
Finance For Business fin370
3
Personal Financial Planning fin420
3
Strategic Financial Management fin486
3
Insurance For Financial Planning fin428
3
Financial Institutions fin366
3
Investment Fundamentals And Portfolio Management fin402
3
Retirement And Benefit Planning fin422
3
Real Estate Investment fin467
3

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.

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.

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What sets us apart?

Tuition Guarantee

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.

Learn on your schedule

Designed to fit into the lives of busy working adults, our Financial Planning Certificate can be completed in short, manageable, 5-week courses.

Learn from experienced instructors

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.