Online Classes in Financial Planning with Schooling Options

Online classes in financial planning are typically offered through certificate programs. Read the following articles for details about course requirements and schooling options for studies in financial planning.

View 16 Popular Schools »

Essential Information

Certificate programs teach students about various financial strategies. They also study industry basics, such as percentage calculations, financial statements, compound growth, bond yield calculations and basic statistics. Students may be able to complete a certificate program within 18 months.

Programs are typically offered through college and university continuing education and professional development centers. Consequently, these programs are often designed for individuals working in the financial sector or a related field or for those who have a relevant undergraduate degree.

Sample Classes

Introduction to Financial Planning

Students learn about how to budget, save, manage debt and prepare financial statements. Other topics can include business law, economics, ethics and industry regulations.

Retirement Planning

This course examines Medicare and Social Security. Students also learn about the various types of retirement plans, investment strategies and distribution requirements.

Insurance Planning

Students study methods for managing risk. Insurance policies examined include life, home owner, long-term care, disability and automobile. Students also learn about employee benefits, such as flexible spending accounts and cafeteria plans.

Estate Planning

In this class, students learn about taxes at the state and national level related to inherited property, trusts and gifts. In addition, students explore techniques for helping clients reach long-term monetary goals that can benefit their beneficiaries.

Online Learning Details

Classes may be offered via asynchronous and synchronous formats. Assignments and exams can be completed online. Students typically learn through a combination on textbook study, virtual lectures, discussion forums and instructional videos. For each course, students should expect to devote at least 10 hours per week toward study time.

Overview of Programs and Schools

University of California - Los Angeles

The University of California - Los Angeles (UCLA) offers a distance learning Financial Analysis in Personal Financial Planning Certificate. This program includes 34 credit hours of Minimum Continuing Legal Education (MCLE), three credit hours of legal ethics study and six credit hours of California Department of Insurance Continuing Education classes.

UCLA established in 1919, offers over 100 undergraduate programs and 200 graduate programs. UCLA Extension is one of the oldest continuing education providers in the nation and offers online certificate, credit and continuing education programs.

Contact Information

  • Address: 405 Hilgard Ave., Los Angeles, CA 90095
  • Phone Number: (310) 825-4321

Florida State University

Florida State University (FSU) offers an online Certificate in Financial Planning, which is registered with the Certified Financial Planner Board of Standards. The program requires completion of seven courses. Graduates are prepared to sit for the CFP Certification Exam. Online classes in financial planning start each month on the first Friday and are 10-11 weeks in length.

FSU is located in the state capital of Tallahassee. The university offers more than 270 undergraduate, graduate, doctorate, specialist and professional degree programs through its 15 colleges. The Center for Professional Development at FSU offers online credit courses that culminate in certificates or degrees; non-degree programs are also available.

Contact Information

  • Address: 211 Westcott Building, Tallahassee, FL 32306
  • Phone Number: (850) 644-2525
Show me popular schools

Related to Online Classes in Financial Planning

  • Related
  • Recently Updated
  • Popular
Financial Planning Classes and Courses Overview

Financial planners and financial advisors offer client consultation on personal investments, tax and insurance decisions. They...

Bachelors in Financial Planning: Program Overviews

The most common type of degree program available for an aspiring financial planner is a Bachelor of Science in Finance. Such a...

Master of Financial Planning: Degree Overview

Explore master's degree programs that prepare students for careers in financial planning. Get info about the educational...

MBA in Financial Planning: Degree Overview

Read about the requirements and curriculum of a Master of Business Administration (MBA) degree in Financial Planning. Find out...

Financial Planning Degree Program Information

Popular Schools

Popular Schools

Avg. Wages For Related Jobs

Source: Bureau of Labor Statistics