Consider Kaplan University's online financial planning certificate program if you are interested in establishing a financial planning career dedicated to helping your clients achieve their financial goals.
Learn to analyze all aspects of a client's finances - income, assets, tax management, and more. Identify the client's financial strengths, weaknesses, and goals. Develop a detailed plan to outline how your client's finances can best be managed. The comprehensive online CFP® Board-Registered Program allows you to earn the credentials you need to start building your successful financial planning career today.
This is a professional certificate offered by Kaplan Continuing Education. Please note our Continuing Education certificates are not eligible for Title IV Federal Financial Aid.