Certificate in Financial Planning Degree From Kaplan University Online

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Become a financial planner. 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. Manage your clients’ finances – income, assets, and tax management. Forge detailed plans to outline how your clients can best achieve their financial goals. Work independently as a consultant or with banks, brokerage firms, insurance companies, accounting firms, and more.

The following financial services professions are ideally suited to the field of financial planning:

  • Insurance
  • Financial advising
  • Accounting and bookkeeping
  • Banking
  • Securities and investments

According to the Bureau of Labor Statistics, personal financial advisors earned an average of $79,990 in 2003*. In 2002, the middle 50 percent earned upward of an annual income of $100,540**. Financial planners can earn their incomes through fees, commissions, and salary.

Career changers and other interested individuals are also encouraged to apply.

* Bureau of Labor Statistics, National employment and wage data from the Occupational Employment Statistics survey by occupation, November 2003.

** Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2004-2005 Edition.




About Kaplan University

Kaplan University is part of Kaplan Higher Education, a system of more than 70 campus-based schools nationwide. An accredited university providing educational services since 1937, Kaplan University offers master's, bachelor's and associate's degrees, as well as certificate programs. Our programs foster student learning with opportunities to launch, enhance or change careers in a diverse global society. The university is committed to general education, a student-centered service and support approach, and applied scholarship in a practical environment.

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