Online Financial Planning Courses

Learn about the content of courses in financial planning and the requirements for online courses. Find out about different degrees that include financial planning courses and what to expect with online courses. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

What Will I Learn From Online Financial Courses?

Financial planners do more than give money advice; they provide a wide range of services from advising which stocks to invest in to creating short- and long-term budget plans. Online courses can cover subject matter such as investments, risk management, stocks and bonds, taxes, and the stock market. Examples of the type of financial planning courses you might find online include the following.

Introduction to Financial Planning

In this introductory course students will learn about financial planning strategies, different methods used in the analysis of cash-flow, investments, and economic considerations. Topics might also include an overview of risk management and insurance, personal income tax planning, and understanding how to write, implement, monitor and review financial plans.

Portfolio Management

Students will learn about the techniques used to assess and value securities. Topics of discussion might include diversification, optimal asset allocation mix, portfolio design, and sources of investment information.

Retirement Planning

Students in a retirement planning course learn about the various aspects of retirement planning such as the regulations and qualified versus non-qualified plans. The learning process might include the use of case studies and the evaluation of retirement income and expenses.

Estate Planning

In this type of course, students will explore planning processes, administration of estates, and the tax system. Topics of discussion could include generation-skipping transfer taxes, life insurance, charitable gifts, durable power of attorney, and appropriate legal documents.

Financial Statement Analysis

This course explores the creation and interpretation of financial statements. Students will learn to analyze the statements, assess the quality of earnings, explore balance sheets and cash flow statements, and learn about the applicable accounting rules.

At What Levels Can I Take Courses?

Online courses in financial planning are available at the undergraduate and graduate degree levels. At the undergraduate level, courses can be part of such degree programs as a Bachelor of Science in Finance or a Bachelor of Science in Business Administration. You could also choose to pursue a master's degree in finance or Master of Science in Financial Planning to take financial planning courses. A certificate in financial planning will prepare you to take the Certified Financial Planner examination.

What Can I Expect From Online Courses?

Online courses in financial planning cover most of the same material as in-person courses. However, online courses can often be more flexible as many exams and assignments may be completed on your own time. If you've decided to enroll in an online course, make sure you have regular access to a computer with high-speed Internet. You'll need this in order to access your course material through your dedicated class website and for taking quizzes and exams online. You may also need word processing software, such as Microsoft Word, to write research papers, as well as programs like Microsoft PowerPoint to prepare class presentations.

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:

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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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