The online, 20-week Certificate of Achievement in Financial Planning offers in-depth financial markets and investment management knowledge to help you build or advance your financial planning career.
Modality
Certificate of Achievement in Financial Planning Overview
Advance your professional career in finance with our online, 20-week Certificate of Achievement in Financial Planning.
Program availability is dependent on course schedule.
What is a Certificate of Achievement?
Upon completing certain graduate-level courses in a particular discipline, you will receive a certificate of achievement from Cambridge College to recognize your training.
These focused, in-depth programs are designed to be completed relatively quickly and increase your marketability by demonstrating to employers that you have developed or improved skills in these specific areas. A bachelor’s degree is required for acceptance into these advanced certificate programs.
A certificate of achievement is not a formal academic credential and is not eligible for Title IV financial aid. However, the courses may be transferable to related Cambridge College degree programs, reducing the time and cost required to obtain a degree.
Graduate-Level Certificate of Achievement in Financial Planning Program Highlights
The Certificate of Achievement in Financial Planning consists of four courses, each lasting five weeks. It offers in-depth knowledge of financial markets and investment management and helps you develop greater skills in financial planning.
The curriculum for this certificate offers an opportunity to develop your analytical approach and critical thinking abilities through hands-on coursework led by faculty with real-world experience.
The 12 credit hours earned in this program are transferable to the Master of Science in Finance (MSF) program.
Financial Planning Certificate of Achievement Tuition Information
*See curriculum sheet for a breakdown of credits and credit ranges.
Course List
Foundational Courses
- Financial Markets
- Investment Management
- Insurance and Risk Management
Elective Courses (Choose One Course)
- Managerial Finance
- International Finance
Bachelor's degree required
Official transcripts. Must be maileddirectly to Cambridge College in a sealed, unopened envelope. Required degrees must be from accredited colleges or universities. Learn How to Send Transcripts
Non-Matriculated Student Registration Form. Submit your completed form to the Registrar's Office.
Careers in Financial Planning
This certificate can prepare you for a career as a financial advisor. Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances.
According to the Bureau of Labor Statistics, the median annual salary for a personal financial advisor is $95,390.*
$95,390
Median annual salary for a personal financial advisor*
*Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, Personal Financial Advisors, https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm (visited October 19, 2023).
Financial Planning Jobs
The Certificate of Achievement in Financial Planning prepares you for finance careers like:
- Financial planner
- Finanial manager
- Financial analyst