Program Overview

Financial Planning and Services Certificate

Why Study Financial Planning and Services?

Take a step towards a future where financial planning is more than just numbers. The landscape of personal finance requires both analytical skills and empathetic understanding. Our Financial Planning and Services certificate offers the tools and knowledge to navigate this domain confidently, becoming a trusted advisor for those seeking financial guidance.

What You'll Learn

The Financial Planning and Services certificate transforms your understanding of personal finance into a sought-after expertise. You will study critical areas such as investment management, personal income tax planning, insurance planning, retirement and employee benefits, and estate planning. The capstone course enhances your learning, translating theory into practice with real-world scenarios, ensuring that you're ready to address actual financial challenges and guide with precision.

Program Details

Program Requirements

Students will need to complete a minimum of nine semester hours with Columbia College, earning at least a C grade in all courses. A basic understanding of accounting is also essential to ensure your success in this certificate program - Accounting 281 or equivalent is a prerequisite for most courses in this certificate.

Core Requirements

• Explore the core requirements for the Financial Planning and Services certificate at Columbia College.

Careers & Outcomes

Blending technical knowledge with interpersonal skills, our Financial Planning and Services certificate program lays the foundation for success in a variety of rewarding paths.

Earn Your Certificate Online

We believe in the power of online programs to help you create your future on your terms. That’s why Columbia College is a pioneer in online education, teaching classes virtually since 2000. Our students are all over the world living their real lives, holding down jobs and caring for others, while learning their way to something better. That’s why we employ high-tech virtual learning and simulation systems that ensure you receive the training and experience you need, 100% online. Because a flexible degree should have flexible options, so you can make a real difference for yourself and others, starting today.

Where You Can Take Classes

At Columbia College, our flexible options make it easy to adapt to changing circumstances and pursue your education wherever life takes you. Many of our degrees are offered 100% online. If you prefer a traditional classroom experience, you can attend selected classes at our nationwide locations or at our main campus in Columbia, Missouri. Students at all locations will engage with multiple learning methods, including online and virtual while completing their degree.

Online Programs

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