64 Financial Planning Degree Programs

The Finance concentration emphasizes a conceptual and applied approach to the development of professional skills necessary for careers in such fields as banking, investments, corporate financial management, financial planning, insurance, and financial services.

The program provides students with a solid foundation in financial planning, focusing on developing skills to help individuals and families manage their finances effectively. Students learn about inve...

The Master of Applied Finance in Financial Services is an advanced program for students interested in acquiring advanced knowledge of financial services, banking, and regulatory systems.

This is the first graduate school set up based on customers’ viewpoint of financial planning in Taiwan. The purpose of its establishment is to provide professional knowledge about income and tax management so that our students are trained to be good at their own financial management or become professional tax managers.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Manage client portfolios, keeping client plans up-to-date. Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

This one-semester certificate was designed to help board members, nonprofit staff, accountants, and attorneys better understand and meet the unique challenges of financial planning and management for nonprofit organizations. This comprehensive program takes you from the nuts and bolts of how a nonprofit is established, to an exploration of important issues critical to maintaining your nonprofit status, avoiding legal problems, and onto day-to day-operations issues.

The CERTIFIED FINANCIAL PLANNER™ or CFP® certification is awarded by CFP Board to individuals who meet ethics, experience, and education requirements, and pass the CFP® Certification Examination

The Master of Trust and Wealth Management (MTWM) Program enables graduate students to develop the fiduciary skills that will help them to succeed in any wealth management or finance-related discipline. Students gain expertise in the areas of estate and trust administration, personal financial planning, portfolio management, tax planning, and insurance.

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Better tools for building confidence. The Financial Services Certified Professional® (FSCP®) designation offers the most complete product knowledge, and marketing and planning skills training available to financial services professionals today. Gain the practical knowledge and skills you need to establish a successful, ethical practice. Learn using the active learning process of Learn, Discuss, Do, Reflect, and transform knowledge into doing. Complete five of nine available electives and two required courses to earn your FSCP® designation. This flexibility allows you to set your own path as you lay the foundation for career-long learning and growth.

The purpose of a retirement financial planner is to help individuals who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face. As coordinated planning and better decision-making can improve retirement security, retirement income planning is a very rewarding area within financial planning. Research has shown that better decisions can make a big difference in retirement income, and with a retirement income planning certification like the RICP®, you can help your clients do well by doing good.

The American College of Financial Services' WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and investors in a program with the highest degree of accreditation. You'll learn the fundamentals of goal-based wealth management, which begins with your client’s goals—whether they're saving for college tuition, planning for retirement, or passing wealth on to others through estate planning. Through a focus on tax-efficient portfolio management strategies that integrate the newest research on client behavior and financial planning, the WMCP® will develop your expertise as an analyst in goal identification, risk management, and investment management plans tailored to the needs of investors. Developed by more than 25 expert financial advisors, the WMCP® provides a unique education in applied investment management that won the program the 2018 Brandon Hall Group Bronze Award for Excellence in Learning.

This certificate program in investment planning is meant for those who want to get an introductory but firm grasp on the process of investment. The program enables the student to get a firm hold on the fundamentals of

Now offered through College for Financial Planning®—a Kaplan Company, you can trust us to help support your goal of passing the CFP® exam with an industry-leading learning methodology and best-in-class study tools, as well as ethics and CE credits. Unique features of our learning platform help you stay on track to completing your education, whether you prefer a one-year structured-pace program or a program where you set the completion date. An Activity Feed guides you dynamically through coursework and tools each week so you have a truly integrated, efficient study experience while a Performance Tracker lets you know how you're progressing with assignments.

Curricula and rigorous coursework reflect a multidisciplinary approach to this specialized MBA that prepares students to serve their future clients by integrating formal education, research and analysis, with experience and ethics