Financial Planning schools/courses

Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees (On campus, Online or On-site)
Total 59 training courses/programs at schools in Columbus, OH, USA



DePaul University Continuing and Professional Education

Campus/Training Center: Online
Phone No.: (312) 362-6300

e-Financial Planning (Certificate)

Course Format: Online/Virtual Classroom/Webinar  V

DePaul&,#146,s e-Financial Planning Certificate Program is a live, instructor-led, Internet-delivered financial planning program designed to meet the education requirement for the CFP® Certification Examination in only eleven months. Through our program, you&,#146,ll learn how to plan, assess and evaluate a client&,#146,s financial future through the development of a comprehensive financial plan.

Unlike most distance learning options, our course is not an Internet self-study program. Rather, classes are conducted live over the Internet. Students with Internet access can attend &,quot,virtual classrooms&,quot, and interact with instructors and other students using a headset and voice-over-IP technology from anywhere in the country.

The e-Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addit... [Read More]


Philadelphia University

Campus/Training Center: Online
Phone No.: 215.951.2700

Financial Policy and Planning

Course Format: Online/Virtual Classroom/Webinar

This course focuses on the investment and financing decisions of firms. Topics include capital budgeting, cash management and cash flow analysis, capital structure, dividends and international operations. Financial policy making is considered within the context of contemporary valuation and risk management theories. Various financial planning models are analyzed in the course.


Santa Clara University

Campus/Training Center: Online
Phone No.: 408-554-4000

Fundamentals of Financial Planning and Insurance

Course Format: Online/Virtual Classroom/Webinar  V

This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client&,#146,s risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

CFP (Certificate)

Course Format: Online/Virtual Classroom/Webinar  V

This program was designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material.

Other benefits of the program include:
◾Complete the Program in Only 9 months
This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.
◾Flexibility to Finish Without Additional Cost
Extend access to the program without any additional charge. If you... [Read More]


Regis University

Campus/Training Center: Online
Phone No.: 1.800.388.2366

Financial Governance, Planning & Control

Course Format: Online/Virtual Classroom/Webinar

Examines role of financial governance in achieving socially, environmentally, and economically sustainable business operations. Considers forms of financing, capital structures, cost management, and uses of financial statements, budgets, and financial ratios for planning and control.


Franklin University

Campus/Training Center: Online
Phone No.: 1.877.341.6300

Financial Planning

Course Format: Online/Virtual Classroom/Webinar  V


Franklin University’s Financial Planning Major prepares you to be on the frontlines of this flourishing field. Our program equips you to become a personal financial advisor who can help families holistically plan their financial futures—or to specialize in a specific area, such as investments, employee benefits, insurance, or risk management.

Prepare for certification while you earn your degree

Franklin’s Financial Planning curriculum is certified by the CFP® Board, that means upon completion you’ll be eligible to sit for the CERTIFIED FINANCIAL PLANNER?CFP®) exam, the most prestigious certification in the field.

With Franklin’s Financial Planning Program, you’ll build essential skills in six fundamental areas: principles of financial planning, investment and wealth management, insurance planning and risk management, income tax planning, retirement planning and employee benefits, and estate planning. With our program, you’ll have the op... [Read More]


The Ohio State University Fisher College of Business

Campus/Training Center: Online
Phone No.: (614) 292-9300

Financial Planning (Certificate)

Course Format: Online/Virtual Classroom/Webinar  V

This Online Executive Certificate in Financial Planning is offered through Fisher College of Business at The Ohio State University, in conjunction with Dalton Education, a leading provider of financial planning education materials.

The self-paced course is intended to be completed in nine months and is designed to fulfill the education requirement to sit for the CFP® Certification Examination.


MindEdge, Inc.

Campus/Training Center: Online
Phone No.: 781-250-1805

Financial Planning and Control

Course Format: Online/Virtual Classroom/Webinar  V

This course considers practical finance and accounting tools for decision-making within organizations. You will learn about cost benefit analysis, return on investment (ROI), fixed and variable costs, break even and CVP (cost-volume-profit) analysis, tracking and performance measures, and the Balanced Scorecard and its varied uses.

After completing this course, you&,#146,ll be able to:

Explain cost benefit analysis
Calculate return on investment and the payback period
Explain fixed and variable costs
Calculate break even and understand CVP (cost-volume-profit) analysis
Explain tracking and performance measures
Explain and calculate Balanced Scorecard measures


Graziadio School of Business and Management

Campus/Training Center: Online
Phone No.: 310.568.5500

CFP (Certificate)

Course Format: Online/Virtual Classroom/Webinar  V

The Online Executive Certificate in Financial Planning program is designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material. This customized learning program is designed to prepare you to meet the education requirements for the CFP® Certification Examination.


University of Connecticut

Campus/Training Center: Online
Phone No.: (860) 486-2000

Financial Planning for Accounting Professionals

Course Format: Online/Virtual Classroom/Webinar

Designed for the accounting professional in the role of financial planner, this course covers all facets of a professional in financial planning practice. Topics include personal income tax planning, debt management, investment and retirement planning, risk management and insurance, and estate planning.


Delaware State University Adult & Continuing Education

Campus/Training Center: Online
Phone No.: 302.857.6820

Financial Planning and Control

Course Format: Online/Virtual Classroom/Webinar  V

This course considers practical finance and accounting tools for decision-making within organizations. You will learn about cost benefit analysis, return on investment (ROI), fixed and variable costs, break even and CVP (cost-volume-profit) analysis, tracking and performance measures, and the Balanced Scorecard and its varied uses.

After completing this course, you’ll be able to:
•Explain cost benefit analysis
•Calculate return on investment and the payback period
•Explain fixed and variable costs
•Calculate break even and understand CVP (cost-volume-profit) analysis
•Explain tracking and performance measures
•Explain and calculate Balanced Scorecard measures

Target Audience: This course is designed for adult learners and/or non-financial managers.

Level/Prerequisites: Introductory/No Prerequisites

Estimated time to complete: 3-5 hours


K-State Division of Continuing Education

Campus/Training Center: Online
Phone No.: 1-800-622-2KSU (2578)

Personal Financial Planning (Master Degree)

Course Format: Online/Virtual Classroom/Webinar  V

The Personal Financial Planning master’s degree incorporates macro and microeconomics, finance, financial planning ethics, computer applications of financial data, and counseling skills.

Upon completion of the curriculum, students will earn a Master’s in Family Studies and Human Services degree with an emphasis in Personal Financial Planning and be eligible to sit for the CFP® Certification Examination. The degree also fulfills the educational requirement for these designations: Registered Financial Consultant, Registered Financial Associate, Certified Retirement Counselor, and Accredited Financial Counselor.


University of Nevada, Las Vegas

Campus/Training Center: Online
Phone No.: (702) 895-3394

Executive Certified Financial Planning (CFP)

Course Format: Online/Virtual Classroom/Webinar  V

The Online Executive CFP® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student’s schedule. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams. This program is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the course materials can be extended in three-month increments at no additional charge. You can continuously extend your online access until you’ve completed the program requirements. At enrollment, you are given nine months access, with the option for unlimited free extensions. T... [Read More]

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