Education Certificate in Finance

As the aging population grows and a wealthier population continues to seek investment advice from experts, Certified Financial Planners™ are in demand.* In fact, overall employment of financial analysts and personal financial advisors (financial planners) is expected to increase by 37 percent through 2016, much faster than the average for all occupations.†

Financial planners are dedicated to guiding their clients toward financial goal achievement. You could get ahead of the competition by helping your employees obtain CFP® designation. Kaplan Continuing Education’s CFP® Board-Registered Certificate in Financial Planning program is designed to help prepare students for finance certification exam success in 12 months or less.‡

Coursework is available 24/7. In addition, the Online Review Course is included at no additional charge.

Exam Success Guaranteed
Kaplan Continuing Education (KCE) is committed to the success of our students. Upon completion of the finance training courses for a Certificate in Financial Planning program, students will take and pass the CFP® Certification Examination—or we will provide them with the academic services for an additional year. For complete details, or to take advantage of the guarantee, call an Admissions Advisor at 866.721.7480 (Toll Free).

Is This Program Right For Your Employees and Your Company?

KCE’s Certificate in Financial Planning program is ideally suited for professionals from the financial services industry, including securities and investments, accounting, insurance, banking, and financial advising. For those interested in pursuing financial certification, our comprehensive curriculum provides a solid foundation in all aspects of financial planning to help prepare for the CFP examination.‡ Individuals interested in making a career change are also encouraged to apply.

Courses Include

Fundamentals of Personal Financial Planning

Insurance and Employee Benefits

Investment Planning

Income Tax Planning

Planning for Retirement

Estate Planning

Financial Planning Online Review Course

Take the First Step
In 12 months or less, your employees could be on their way to more rewarding careers.§ Take the first step by calling 866.721.7480 (Toll Free) or click here for more information.

KCE now offers a Certificate in Financial Planning—Accelerated Option. For those who are interested in completing their program in a shorter amount of time, our accelerated study plan could put you on the fast track. The accelerated option can be completed in 4 months.


For Complete Course Descriptions

*Certified Financial Planner Board of Standards, Inc., owns the CFP®, CERTIFIED FINANCIAL PLANNERTM, and certification marks, which are awarded to individuals who successfully complete initial and ongoing certification requirements. Kaplan University does not certify individuals to use CFP®, CERTIFIED FINANCIAL PLANNERTM, and marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc., to individuals who, in addition to completing an educational requirement such as this CFP® Board-Registered Program, have met its ethics, experience, and examination requirements.
† Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2008–2009 Edition, Financial Analysts and Personal Financial Advisors, http://www.bls.gov/oco/ocos259.htm (accessed September 2009). These employment projections are provided for informational purposes only. Long-term projections are not intended to predict short-term changes in employment demand due to the current economy.
‡ Although certain Kaplan Continuing Education (KCE) programs are designed to prepare students to take various certification or licensing exams, KCE cannot guarantee the student will pass those exams. In some cases, field experience and/or background checks may be necessary to be eligible to take or to successfully pass the exams. Understanding the requirements of certification, state board, or national board licensing exams is the individual student’s responsibility.
§ Kaplan Continuing Education’s (KCE) programs are designed to prepare graduates to pursue employment in their field of study, or in related fields. However, KCE does not guarantee that graduates will be placed in any particular job or employed at all.

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