Online Financial Planning Certificate (Kaplan University)

The Financial Planning Certificate Program is offered by Kaplan University through its Kaplan Continuing Education (KCE). It forms part of KCE’s online career education programs designed to help professionals advance their respective careers. This program is specifically offered to individuals seeking careers as certified financial planners. The university is accredited by the Higher Learning Commission of the North Central Association of Colleges and Schools.

Students can complete the program within twelve (12) months or less. Through the program, students will be prepared to handle the responsibilities of the much sought- after financial planners. These would include working with clients to understand individual financial standing and goals; applying knowledge of investments, insurance, and taxation in relation to a client’s financial situation and recommending possible options suitable for clients’ goals; developing comprehensive financial plans; buying and selling financial products in representation of clients or assuming responsibility for managing client investments; providing regular review for changes in clients’ life to determine impact on investments, if any; and developing a client base to ensure a continuous and solid revenue flow.

Prospective students include professionals from the financial services industry such as accounting, banking, securities and investment, insurance, and financial advising. Required Courses include Fundamentals of Personal Financial Planning, Insurance and Employee Benefits, Investment Planning, Income Tax Planning, Planning for Retirement, Estate Planning, and Financial Planning Online Review Course. Applicants must have a high school diploma or GED equivalent.

Graduates are given unlimited employment opportunities due to the increasing demand for sound investment advice from an aging population that are better educated and have considerable wealth to plan for. Completion of the program qualifies graduates to sit for the Certification Examination.

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