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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.

Ignite Your Passion

Start when you're ready

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.

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

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.

6 Core Courses

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.  

Skills-aligned program icon

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.

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.

Tuition Guarantee

Lock-in Tuition

$398

Cost per credit

$398

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.

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:

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.

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.

Receive 1-on-1 support

You have a support team of real people you can lean on. And our academic counselors, who are with you every step of the way, have earned a 5-star rating from 90% of our surveyed students.[1] Start a conversation with an enrollment representative today.

[1] Transactional Survey, August 2021-22 (18,645 respondents)

Gabriel G., Enrollment Representative

Call or chat with us 7 days a week.

G. Galindo - Enrollment Representative

Gabriel G., Enrollment Rep

Receive 1-on-1 support

You have a support team of real people you can lean on. And our academic counselors, who are with you every step of the way, have earned a 5-star rating from 85% of our surveyed students.[1]

[1] Transactional Survey, September 2022-August 2023 (23,739 respondents)

Start a conversation with an enrollment representative today.

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

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.

Online learning

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

Around-the-clock support and resources

You have a support team available up to 14 hours a day, 5 days a week. 

Computer requirements for courses

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

Phoenix provides support and resources for busy students

Faculty Spotlight

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.

Kathryn Uhles

I’m dedicated to equipping students with the knowledge, skills and abilities to meet their career goals.

Kathryn Uhles
Dean, College of Business and IT, University of Phoenix

I’m dedicated to equipping students with the knowledge, skills and abilities to meet their career goals.

Accreditation

Count on the quality of your education

University of Phoenix has been continually accredited by the Higher Learning Commission (HLC), hlcommission.org, since 1978.

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While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative.