14 Financial Planning Preparatory Programs

The Personal Financial Planning Certificate program is designed to give students a solid foundation in managing personal finances. It covers key areas such as financial planning principles, investment...

The Certified Financial Planning program prepares students to sit for the Certified Financial Planner (CFP) exam offered through the CFP Board and launch a career in a fast-growing industry. Certified Financial Planners know the ins and outs of investing, saving and money management. Students will learn to navigate risk and opportunity in the financial markets, understand how to balance clients’ goals with their income and devise holistic financial plans to ensure stability and growth.

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.

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 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.

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.

The Certificate IV in Financial Services will provide students with skills and knowledge to be a Manager in a wide range of industry areas.

Drive a car? Rent or own a home? Manage a Fortune 500 company? Chances are you answered yes to at least one of those questions. Insurance and Financial Management is everywhere and savvy students can use this training to their career advantage.

This course is to provide participants with the knowledge and skills needed to develop a consistent vision for guiding an organization’s actions, decision making, and resource allocation.

The program integrates technology; written communication, oral communication, interpersonal skill, and ideas relating to sound business practices into the insurance/financial services curriculum

This course will equip you with the current facts you need to prepare for a financially secure retirement. You will learn how to protect your hard-earned money from inflation, income taxes, and erosion due to possible long-term health care needs.

The program is built on solid business education, career readiness, and preparation for professional certification exams. In response to current professional market demands, curricula have evolved to include more advanced training in analytics and technology to better prepare you for the workplace.

The Tax Practitioner Certificate consists of four tax courses: individual, corporate, Internal Revenue Service (IRS) practice and procedures and the Enrolled Agent Review course or Volunteer Income Tax Assistance (VITA) Tax Clinic participation. These four courses are spread out throughout the calendar year enabling you to prepare for your Enrolled Agent (EA) Examination.