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online financial planning certificate

Financial Planning Certificate (Undergraduate) 

Start your online undergrad certificate in financial planning

Making smart long-term money decisions for things like retirement isn’t always easy. In as little as seven months, you can gain skills to help others navigate the world of investment and financial planning with our Financial Planning Certificate (Undergraduate). Courses are just 5 weeks long, so they won’t get in the way of your busy life.

Ignite Your Passion

Start when you're ready

Courses

Browse courses for your online financial planning cert

Education should hold practical value. That’s why our courses meet rigorous academic standards and provide you with skills and knowledge immediately applicable to your career.

Skills-aligned program icon

Look for this icon to see which skills you’ll learn in a course.

Requirements: 18 credits

You’ll need 18 credits to complete this Certificate in Financial Planning. Your course schedule may vary based on transferable credits or credits earned through the University’s Prior Learning Assessment.

6 Core Courses

Here’s where you’ll pick up the bulk of your program-specific knowledge. By the time you finish these courses, you should have the confidence and skills needed in this field.

Schedule

Attend class whenever it fits your life, day or night because our online classroom is available 24/7/365. Your academic counselor will help schedule your courses for a Financial Planning Certificate.  

Skills-aligned program icon

Earn career-relevant skills in weeks – not years.

Learning shouldn’t take years to put into practice. That’s why we’re empowering you to build career-relevant skills with every five- to six-week course.

We’ve worked with labor market researchers like Lightcast to find in-demand skills for occupations and mapped those to our related associate, bachelor’s and master’s degree programs.

Tuition

Affordable, fixed tuition

Lock in the peace of mind that comes with fixed, affordable tuition. You’ll enjoy one flat rate from the moment you enroll until the day you graduate from your program. That's your Tuition Guarantee.

Tuition Guarantee

Lock-in Tuition

$398

Cost per credit

COA Components Undergraduate Certificate⁴
Tuition and Fees¹
Tuition and Fees¹
Tuition and Fees¹
$7,056
Books, course materials, supplies and equipment
Books, course materials, supplies and equipment
Books, course materials, supplies and equipment
$1,062
Transportation
Transportation
Transportation
$1,088
Miscellaneous personal expenses
Miscellaneous personal expenses
Miscellaneous personal expenses
$440
Living Expenses²
Living Expenses²
Living Expenses²
     Food
     Food
     Food
$2,120
     Housing³
     Housing³
     Housing³
$4,096
Federal student loan fees
Federal student loan fees
Federal student loan fees
$32
Dependent care expenses
Dependent care expenses
Dependent care expenses
$0
Disability related expenses
Disability related expenses
Disability related expenses
$0
Total COA
Total COA
Total COA
$15,894

1The tuition component is based on a per credit weighted average for the credential level across the entire University.

2The University allows the same living expense amounts for students in all living arrangements and dependency statuses.

3The living expense component for students receiving Military Basic Allowance for Housing (BAH) only includes an allowance for food.

4The figures provided are illustrative and based on 18 undergraduate credits; the actual COA will be based on the specific length of the program in which the student is enrolled.

Financial aid

You have options when it comes to paying for college tuition and expenses, such as federal grants and loans. Our finance advisors can answer your questions about financial aid and can help guide you through the process.

Federal Student Loan Basics

Careers & Outcomes

What can you do with a Financial Planning Certificate (Undergraduate)?

Discover where your degree might take you and make informed choices about your future.

This certificate can help prepare you to be a:

  • Financial Advisor
  • Financial Planner
  • Assistant Manager

In this program, you'll learn how to:

  • Build personal financial plans

  • Analyze investments and manage portfolios

  • Help clients choose insurance coverage

Ready to get started?

Start your application for free or request additional information.

What you’ll learn

When you earn your online Financial Planning Certificate, you’ll be equipped with a concrete set of skills you can apply on the job. You’ll learn how to:

  • Examine areas of financial planning that can be used to improve decision making.
  • Analyze financial information to improve operational performance.

Admissions

Apply for free – no application fee, no obligation.

Starting your degree is a big decision — and we want you to feel great about it. That’s why we remove obstacles from your application.

  • No cost to request transcripts 
  • No SAT/ACT required 
  • No essay required 
  • No cost, risk-free trial for eligible students

Receive highly rated 1-on-1 support

You’ll have a support team of real people you can lean on to encourage your success as a student. Start a conversation about your future with one of our enrollment representatives today.

Gabriel G., Enrollment Representative

Call or chat with us 7 days a week.

G. Galindo - Enrollment Representative

Gabriel G., Enrollment Rep

Receive highly rated 1-on-1 support

You’ll have a support team of real people you can lean on to encourage your success as a student. Start a conversation about your future with one of our enrollment representatives today.

Call us at 844-937-8679 or chat with us 7 days a week.

An education that fits your busy life

Balancing family, work and school

Work toward your degree without giving up what matters most. Start your degree year-round and take one class at a time.

Online learning

Enroll in online classes and attend class whenever it fits your life, day or night.

Around-the-clock support and resources

You have a support team available up to 20 hours a day, 5 days a week. And our academic counselors, who are with you every step of the way, have earned a 5-star rating from 90% of our surveyed students.[1]

[1] Transactional Survey, August 2021-22 (18,645 respondents)

Phoenix provides support and resources for busy students

Faculty Spotlight

Professionals dedicated to you

Your success is a top priority for our deans and faculty members. They bring an average of 26 years of experience and hands-on perspective to the classroom, and help bridge the gap between academics and industry knowledge.

Kathryn Uhles

I’m dedicated to equipping students with the knowledge, skills and abilities to meet their career goals.

Kathryn Uhles
Dean, College of Business and IT, University of Phoenix

Accreditation

Count on the quality of your education

University of Phoenix has been continually accredited by the Higher Learning Commission (HLC), hlcommission.org, since 1978.

While widely available, not all programs are available to residents of all states. Please check with a University Enrollment Representative.