Which Schools Have Online Financial Planning Certificate Programs?

Financial planning certificate programs are available online and help prepare students for certification as Certified Financial Planners. Read on to find some registered schools and review the requirements. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

Online Programs in Certified Financial Planning

Many colleges and universities offer online programs leading to fulfillment of the academic requirements for a Certified Financial Planner (CFP) designation. Those schools are registered with the Certified Financial Planner Board of Standards, which issues the certificate after academic, experience and testing requirements are met.

Important Information About Certified Financial Planning Programs

Prerequisites Minimum bachelor's degree in any field from an accredited college or university
Degree Levels Certificate, Undergraduate, Graduate and Ph.D. degree programs
Programs Non-credit training programs available
Possible Careers Financial Planner, Accountant, Stockbroker, Insurance Agent

Schools Offering Online Programs in Certified Financial Planning

Following are some schools that are registered with the CFP Board of Standards and offer the course subjects required for CFP certification.

  • Boston University - Massachusetts
  • DePaul University - Chicago, IL
  • Eastern Michigan University - Ypsilanti, MI
  • Florida State University - Tallahassee, FL
  • Rice University Glasscock School of Continuing Studies - Houston, TX
  • Northwestern University School of Continuing Studies - Chicago, IL

Requirements For Schools Offering a Financial Planning Certificate

The CFP Board of Standards sets the academic requirements for a Financial Planning Certificate. All schools offering a program that meets the academic requirements for certification as a Certified Financial Planner must offer the following course topics:

  • General Principles of Financial Planning: An overview of the knowledge and skills needed to become a Certified Financial Planner.
  • Insurance Planning: A concentrated study of various kinds of insurance, including property, casualty, medical, long-term care, life, disability, group, liability and business.
  • Investment Planning: A course in analyzing investors' financial goals, developing and managing an appropriate portfolio, risk and return, investment theory, investment practice and valuation.
  • Income Tax Planning: A course in tax-related decisions for individuals and businesses, tax law and principles, potential income tax issues and tax-advantageous investments.
  • Interpersonal Communication: Coursework in client and planner attitudes, biases and values, as well as the effect of communication and behavior on financial planning.
  • Retirement Planning: A study of public retirement plans, such as Social Security, Medicare and Medicaid; private plans; regulatory and legal issues; tax implications; and pre-retirement decision-making.
  • Estate Planning: Coursework in tax implications of state inheritance laws, transfer of wealth, charitable giving, advance directives, asset liquidity and valuation, wills, probate and trusts.
  • Professional Conduct and Fiduciary Responsibility: A review of the CFP Board's Disciplinary Rules and Procedures, Rules of Conduct, Financial Planning Practice Standards, and Code of Ethics and Professional Responsibility.

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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