Online Financial Advisor Courses and Schools

Online bachelor's and master's degree programs in the field of finance can start you on your way to becoming a credentialed financial advisor for individuals, organizations and corporations. Keep reading to learn more about financial advisor courses and schools. Get licensing and certification information, too. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

What You Need to Know

If you wish to gain a broad knowledge of the financial field, you may enroll in an online degree program that features subjects like accounting and economics. Also available online are financial planning courses that lead to a certificate, as well as courses that culminate in a Certified Financial Planner certification.

Degrees Bachelor's Degree in Finance or Financial Management; Master's Degree in Finance or Family Financial Planning
Certificates Certificate in Financial Planning, Executive Certified Financial Planner Certificate
Courses Managerial accounting funds, financial accounting funds, financial institutions, investments, working capital management, finance and banking, capital structure and financing, international financial management, working capital management

What Undergraduate Courses Will I Take?

If you're studying corporate finance, you may take fundamental business courses. You'll learn about business finance in marketing and investment classes. The following course topics might also be explored:

  • Accounting
  • Micro/macroeconomics
  • Management science
  • Risk management
  • Computerized accounting
  • Credit analysis

What Graduate Courses Are Available to Me?

In a master's degree program in family financial planning, you'll learn to tailor an investment plan to suit personal future goals. You may be introduced to real estate investments and insurance, as well as stocks and bonds. You'll hone your counseling skills and learn to explain financial terms clearly and in non-technical language. These areas of interest may also be discussed:

  • Capital budgeting
  • International financial markets
  • Managerial economics
  • Retirement planning
  • Personal income tax regulations

How Do I Participate in Online Courses and Programs?

Online financial advisor courses allow you to access course materials at any time to earn your degree or certificate. You'll access lectures, readings, assignments and tests through Blackboard or another course management system. Online learning is generally considered more self-directed than an on-campus program, but you can still ask questions and participate in discussions with instructors and fellow students through email, Web chat and online discussion boards.

The following are just a few examples of schools that offer relevant online programs:

  • New York University
  • Webster University
  • Temple University
  • National University
  • American College of Financial Services

What Degrees Are Available For an Aspiring Financial Advisor?

If you want to help businesses and organizations develop financial plans, you might consider obtaining an online Bachelor of Science in Financial Management. You can also earn a Bachelor of Business Administration with an emphasis in finance online. Either degree program introduces you to the financial issues relevant to corporate investments and insurance.

What Are My Options for a Master's Degree Program?

You may decide to pursue an online Master of Science in Finance if you're involved in financial management and investing in your company. Alternatively, if you want to help individuals assess their risk and develop personal strategies for economic growth, you might consider an online master's degree program in family financial planning. Upon graduation, you'll be eligible to take the certified financial planner exam.

Do I Need to Be Licensed or Certified?

According to the U.S. Bureau of Labor Statistics (BLS), you'll need to be licensed in your state if you buy or sell securities or insurance policies as a personal financial advisor ( The BLS also reports that some employers may favor individuals who have earned the Certified Financial Planner (CFP) designation. You may become a CFP upon earning a bachelor's degree and successfully completing the certification exam administered by the CFP Board of Standards (

If you're a financial manager for a company specializing in investments, you may become a Chartered Financial Analyst (CFA), which is a globally recognized credential awarded by the CFA Institute ( The CFA Institute requires you to have a bachelor's degree or a combination of education and experience in order to sit for a series of three exams. The BLS recommends that you earn a master's degree if you're interested in becoming a corporate financial manager, although a bachelor's degree is the minimum training required.

To continue researching, browse degree options below for course curriculum, prerequisites and financial aid information. Or, learn more about the subject by reading the related articles below:

  • 1. Degree Options:
The schools in the listing below are not free and may include sponsored content but are popular choices among our users. Tuition and costs will vary across programs and locations. Be sure to always request tuition information before starting a program.

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