An online Certified Financial Planning (CFP) program offers students a great choice for joining the money management business, taking shorter time than a Master’s degree program and enabling them to learn according to their own pace without sacrificing their career or private lives. Certified financial planners must pass the Certified Financial Planner (CFP) exam to become certified. The best online Financial Planning Certificate programs provide a syllabus that is aligned with CFP guidelines to adequately prepare for this exam. All of the online Certified Financial Planning programs on this list prepare pupils to start a career as financial planners and acquire the CFP designation.
Most individuals lack the necessary expertise to build realistic and efficient financial plans and are often unsure where to begin. A skilled certified financial planner, on the other hand, can assist people and groups improve the process of financial planning and get the most profit and benefits out of their money in the long term.
So, dive into our list and select your favorite course to kick start your career in financial planning.
Table of Contents
1. CFP Review by The College of Financial Planning
The College of Financial Planning, a for-profit college founded in 1972, is credited with was the first one to offer educational programs focused solely on financial organizing. CFP education was developed by the College of Financial Planning, which also owned the certification in its early years. In addition to the CFP, the college offers online programs in pension planning and wealth management. A Master of Science in Personal Financial Planning and a Master of Science in Finance is also offered by the college. Dealing with actual challenges and solutions is emphasized heavily in the College of Financial Planning. Through its own MyChoice learning system, the College of Financial Planning offers the Online Certified Financial Planner Certificate program, which is a CFP Board-registered curriculum. The majority of learners finish the course in one to two years, although it can take up to three years. The training meets the core education criteria for the CFP Board’s certification. Students participating in the College of Financial Planning’s Master of Science in Personal Planning degree program can utilize credits earned in the Online Certified Financial Planner Certification program, which is a graduate-level curriculum.
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2. CFP by Boston University
The Center for Professional Education offers an online Financial Planning certificate program that prepares students to work as successful and educated financial advisors. The well-balanced program focuses on the fundamentals of money management, such as risk management and tax planning, and concludes with a capstone project. The Center for Professional Education, which is part of Boston University Metropolitan College, offers a number of non-credit certification programs. Metropolitan College’s programs educate students to achieve in their professional interests by focusing on career preparedness and certification exam criteria. Students are ready to take the CFP licensing exam in as little as nine to twelve months. Boston University provides a CFP Board – Registered Program.
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3. CFP by Kansas State University
The Academy also includes the Monetary Therapy Clinic, which combines innovative therapeutic research to combine financial planning with psychology. The College of Personal Financial Planning offers an online Graduate Certificate in Personal Financial Management that is CFP Board of Standards approved and designed to prepare students for the CFP exam. The Institute of Personal Financial Planning, which is part of Kansas State University’s College of Human Ecology, offers educational programs to both students and non-students. In parallel to certificate programs, the Academy invests in outreach, providing clinics, workshops, and professional development opportunities to the region. Students qualify for jobs as trained professional financial advisers in 14 months. The syllabus gives a solid basis in money management fundamentals, with an emphasis on family financial planning.
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4. Personal Financial Planning by University of California LA
For non-conventional and professional students, the University of California Los Angeles Extension provides a variety of professional training programs, including certificate programs, non-credit training programs, and undergraduate credit programs. The University of California Los Angeles Extension meets the particular needs of students pursuing career development through a non-conventional educational path as UCLA’s formal training extension. Learners have access to chances for progress well beyond class through communication and connections with several corporate partnerships, as well as outreach program alliances and centers. The CFP Board of Standards has approved the University of California Los Angeles Extension’s online Personal Financial Planning certificate program. Students will be prepared for the CFP exam with this program. Students get a basic understanding of financial planning, with an emphasis on local money management needs. In the specific sense of the individual customer, students consider concerns such as financial planning, income taxation, and financial analysis. A capstone project is also required of students.
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5. Personal Financial Planning by University of California – Irvine
The Division of Continuing Education at the University of California, Irvine, was established in 1962 to educate and develop working professionals in a range of professions. Certificate programs in commerce, education, accountancy, and law are available through the Division of Continuing Education. The Division of Continuing Education provides non-conventional students with a substantial level of scheduling flexibility through a variety of program instructional strategies, including wholly online programs, blended programs, MOOCS (Massive Open Online Courses), and weekend and evening courses. The CFP Board of Standards has approved the Division of Continuing Education’s online Certified Financial Planning credential program. Students who complete the certificate program will be prepared to take the CFP exam. The program can be completed in as little as one year. The course focuses on money management principles such as income tax, retirement, and estate planning. The course also includes a capstone course which will be important for the completion of the course.
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6. CFP by De Paul University
DePaul Continuing & Professional Education at DePaul University offers a wide range of certificate program options, giving students the opportunity to progress in a variety of occupations. DePaul University’s Money Management Instruction Center offers learners and financial service experts skills training to assist them to succeed in their careers. The CFP Board of Standards has approved the Financial Planning Education Center’s online e-Financial Management credential program. Students who complete the certificate program will be prepared to sit for the CFP exam. Graduate degree finances online students complete coursework on an autonomous, flexible work schedule over the course of 18 months. Students improve their capacity to function as competent financial planners for a varied customer base by focusing on core components of the business, such as income tax planning and estate planning.
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7. Financial Planning Degrees by California Lutheran University
The School of Management at California Lutheran University aims to give students and the experience they need to explore or enhance a variety of professional jobs in commerce. It offers undergraduate, graduate, and professional degree and non-degree programs. The School of Management offers students versatility in their courses offered through its online programs. The School of Management provides an online certificate program in Financial Planning that is accredited with the CFP Board of Standards and is intended to teach learners for CFP certification. The curriculum, which takes an average of 18 months to complete, prepares students for jobs as informed expert financial advisers. The well-balanced program lays a solid basis in financial planning fundamentals, such as risk management and tax planning. The curriculum comes to a close with a capstone project.
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8. Personal and Family Financial Planning by University of Florida
The Division of Family, Youth, and Social Service, which is housed at the University of Florida’s College of Agricultural and Life Sciences, offers undergrad, graduate, and professional students a number of degree and non-degree choices for study. The school participates in outreach programs and research projects, as well as offering beneficial services to the local neighborhood. Students will gain valuable management knowledge and skills development as a result of the events. Through the UF Distance Education Platform, the Department of Family, Youth, and Community Services offers an online Career Development Curriculum in Individual / Family Financial Planning, a CFP Board – A registered program that prepares students to sit for the CFP test. The non-credit grade certification finance online program equips learners to address the different needs of client and community clients in planning their financial futures by focusing on both individual/family money management.
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9. Personal Financial Planning by University of Missouri
The Personal Financial Planning Department offers a wide range of undergraduate, graduate, vocational, and non-degree degree and non-degree programs, featuring nine CFP-registered programs. The school develops the field’s discussion and assists the surrounding residents with its money management needs by active involvement in decisions and outreach programs. The Personal Financial Planning Department, in collaboration with the Great Plains Interactive Distance Education Alliance, launched an integrated Family Financial Planning certificate program that is registered with the CFP Board of Standards. Students will be prepared for the CFP exam with this program. The graduate degree in finance online program covers key ideas in family money management, such as hazard management and employee benefits.
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10. Certified Financial Planner™ (CFP®) Certification Education Program by Rice University
Rice University’s Susanne M. Glasscock School of Continuing Studies serves a wide group of students and non-students. Professional degree and certificate programs, as well as career development, ESL, and college preparation programs, are all available at the university. The Glasscock School of Continuing Studies launched an integrated online CFP certificate program that is approved by the CFP Board of Standards and prepares students to take the CFP test. The well-balanced curriculum provides a solid basis in money management fundamentals such as risk management, investment planning, and tax planning. A capstone project is the culmination of the online graduate certificate in the financial planning curriculum.
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