Financial Planning Online Training Courses & Degree Programs

Schools providing online certificates, diplomas or degrees for Financial Planning Certificate (FPC)

Total 66 online training courses and degree programs available.

Family Financial Planning & Counseling - Online

School/Trainer: UA College of Continuing Studies
Tuscaloosa, United States

Graduates holding this degree from The University of Alabama can assist families as they focus on consumer assets management, planning, investing and financial decision making.

Within this 30-hour degree program you will also develop a broad theoretical background in the social sciences, and learn to apply that knowledge to help individuals and families achieve economic well-being. By taking two courses each semester, you can complete the degree in less than two years.

Those who earn a Master’s of Science in HES (Family Financial Planning &, Counseling) from UA:
•Develop a more holistic approach to financial planning that focuses on the client’s financial and non-financial goals when creating a long-term financial plan.
•Qualify to sit for the CFP® certification after graduation.
•Help families to understand the world of finance and make informed decisions regarding their financial goals.
•Work in a variety of financial planning areas including insurance companies, family service agencies and financial planning firms.

By studying online through UA, you will become part of the Crimson Tide family as you learn from the same experienced professionals who teach on campus. Many of the professors who teach in this program have not only studied financial planning, but they have also worked in a financial role f... [Read More]

Financial Planning - Online

School/Trainer: Colorado State University College of Business
Fort Collins, United States

This course focuses on the following topics: time value of money, personal financial statements, analysis of current financial position, retirement plans, government sponsored benefits and education planning. Additional topics will include: economic factors affecting financial planning decisions, ethics, and the financial planning process. The course is designed to meet part of the education requirements for the CERTIFIED FINANCIAL PLANNER?certification.

Personal Financial Planning - Online

School/Trainer: College of Extended Learning - UNB
Fredericton, Canada

The objective of this course is to introduce students to the fundamental principles of financial decision-making, and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing a successful personal financial plan. Students will also learn financial planning as it is done in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment, insurance, retirement and estate planning. There is equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.

At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure flows so as to live stress-free financial lives and to be able to give sound personal financial planning advice based on well founded principles.
Specifically, you should be able to: clearly assess personal financial situations, prepare relevant financial statements including a budget and set meaningful financial goals,
know how to manage credit, use the financial system to tap into cr... [Read More]

e-Financial Planning - Online

School/Trainer: DePaul University Continuing and Professional Education
Chicago, United States

DePaul&,#146,s e-Financial Planning Certificate Program is a live, instructor-led, Internet-delivered financial planning program designed to meet the education requirement for the CFP® Certification Examination in only eleven months. Through our program, you&,#146,ll learn how to plan, assess and evaluate a client&,#146,s financial future through the development of a comprehensive financial plan.

Unlike most distance learning options, our course is not an Internet self-study program. Rather, classes are conducted live over the Internet. Students with Internet access can attend &,quot,virtual classrooms&,quot, and interact with instructors and other students using a headset and voice-over-IP technology from anywhere in the country.

The e-Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.


DePaul&,#146,s e-Financial Planning Certificate Program offers:
•Exceptional instruction- All of DePaul&,#146,s courses are taught by professional financial planners with either CFP® certificatio... [Read More]

Financial Policy and Planning - Online

School/Trainer: Philadelphia University
Philadelphia, United States

This course focuses on the investment and financing decisions of firms. Topics include capital budgeting, cash management and cash flow analysis, capital structure, dividends and international operations. Financial policy making is considered within the context of contemporary valuation and risk management theories. Various financial planning models are analyzed in the course.

Fundamentals of Financial Planning and Insurance - Online

School/Trainer: Santa Clara University
Santa Clara, United States

This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client&,#146,s risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

CFP - Online

School/Trainer: Santa Clara University
Santa Clara, United States

This program was designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material.

Other benefits of the program include:
◾Complete the Program in Only 9 months
This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.
◾Flexibility to Finish Without Additional Cost
Extend access to the program without any additional charge. If you are unable to complete the program in 9 months, simply call us to extend your access for an additional 3 months, at no charge. If you need another extension, give us a call again and we’ll continue to extend your access for a minimal fee. Our goal is to help you complete the program and we’ll work with you any way we can to help you succeed.

?CFP Exam Focused
The program w... [Read More]


School/Trainer: LaSalle College
Montreal, Canada

Targeted skills: Establishing budget forecasts.
Managing the budget.
Analyzing sales reports.
Interpreting the gap between objectives and results.
Taking corrective measures.

Financial Governance, Planning & Control - Online

School/Trainer: Regis University
Denver, United States

Examines role of financial governance in achieving socially, environmentally, and economically sustainable business operations. Considers forms of financing, capital structures, cost management, and uses of financial statements, budgets, and financial ratios for planning and control.

Financial Planning - Online

School/Trainer: Franklin University
Beavercreek, Columbus, Delaware, Dublin, Westerville, United States

Franklin University’s Financial Planning Major prepares you to be on the frontlines of this flourishing field. Our program equips you to become a personal financial advisor who can help families holistically plan their financial futures—or to specialize in a specific area, such as investments, employee benefits, insurance, or risk management.

Prepare for certification while you earn your degree

Franklin’s Financial Planning curriculum is certified by the CFP® Board, that means upon completion you’ll be eligible to sit for the CERTIFIED FINANCIAL PLANNER?CFP®) exam, the most prestigious certification in the field.

With Franklin’s Financial Planning Program, you’ll build essential skills in six fundamental areas: principles of financial planning, investment and wealth management, insurance planning and risk management, income tax planning, retirement planning and employee benefits, and estate planning. With our program, you’ll have the opportunity to master each area so you’ll be ready to competently deliver comprehensive financial plans to your future clients.

Gain experience building financial plans using tools of the trade

And because practical experience is so valuable to clients and employers, our Financial Planning Major features hands-on project assignments. For example, you’ll create a comprehensive p... [Read More]

Financial Planning - Online

School/Trainer: The Ohio State University Fisher College of Business
Columbus, United States

This Online Executive Certificate in Financial Planning is offered through Fisher College of Business at The Ohio State University, in conjunction with Dalton Education, a leading provider of financial planning education materials.

The self-paced course is intended to be completed in nine months and is designed to fulfill the education requirement to sit for the CFP® Certification Examination.

Financial Planning and Control - Online

School/Trainer: MindEdge, Inc.
Waltham, United States

This course considers practical finance and accounting tools for decision-making within organizations. You will learn about cost benefit analysis, return on investment (ROI), fixed and variable costs, break even and CVP (cost-volume-profit) analysis, tracking and performance measures, and the Balanced Scorecard and its varied uses.

After completing this course, you&,#146,ll be able to:

Explain cost benefit analysis
Calculate return on investment and the payback period
Explain fixed and variable costs
Calculate break even and understand CVP (cost-volume-profit) analysis
Explain tracking and performance measures
Explain and calculate Balanced Scorecard measures

Diploma of Financial Planning - Online

School/Trainer: Open Universities Australia
Melbourne, Australia

The Diploma of Financial Planning is designed for those who want to start a career in financial planning and those who are already working in the industry. This is a nationally recognised qualification and meets the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146), allowing graduates to offer financial planning advice and financial product advice across a range of financial product areas (Financial Planning, Life Insurance, Superannuation and Managed Investments).
Those who do not wish to attain the Diploma of Financial Planning but wish to attain qualifications in a particular area to meet the requirements of RG146 (for example to provide advice in Life Insurance only) can customise their studies by completing the Employability Specialist Knowledge Module combined with study in the relevant specialist unit.


Online submission of assessments for all units is required via the Sydney Institute&,#146,s learning management system. There are no invigilated exams in this course.
Career Outcomes

The services of financial advisers are forecast to grow strongly over the coming years, due as a result of the ageing population and the growth in the superannuation and funds management industries. Graduates from this course would be suited for employment in specialist areas such as financ... [Read More]

CFP - Online

School/Trainer: Graziadio School of Business and Management
Los Angeles, United States

The Online Executive Certificate in Financial Planning program is designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material. This customized learning program is designed to prepare you to meet the education requirements for the CFP® Certification Examination.

Financial Planning for Accounting Professionals - Online

School/Trainer: University of Connecticut
Storrs, United States

Designed for the accounting professional in the role of financial planner, this course covers all facets of a professional in financial planning practice. Topics include personal income tax planning, debt management, investment and retirement planning, risk management and insurance, and estate planning.

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