Earning a Financial Planning Degree

A branch in the field of financial advising, financial planning is known to be person centered, catering to individual private persons, and not with corporate clients, as with most cases. A financial planner is basically one who, with the help of his/her knowledge of tax laws and investment principles, collaborates with a client with regards the formation of a feasible financial plan geared to achieve a client’s set of short, medium and/or long term financial goals.

The best of financial planning degrees gear potential financial planners to a comprehensive learning experience with regards to investments, matters on real properties, taxation, risk management and tolerance, and debt reduction. Ideal financial planning degree holders have high mathematic aptitude and top-notch problem solving skills, as well as impressive interpersonal communication skills. A career as a financial planner boasts certain benefits which are both lucrative and rewarding.

Undergraduate and Graduate Financial Planning Degree and Certificate Programs

Most financial planning degrees are offered as post secondary courses and eligibility to begin performing as a professional financial planner comes after passing the CFP Certification Examination.

Most schools offering financial planning degrees design their curriculum for those with past related education as business as well as a considerable level of finance handling experience, ideal for MA students. As “light” as the title of a financial planner may sound, earning a financial planning degree entails a lot of legwork and reading, as well as forecast understanding skills, interpersonal skills, tax laws know-how and investment practices and principles.

Offering Financial Planning Degree Programs

Kaplan University offers a Certificate in Financial Planning through the University’s online education arm.

Mainly to help students get ready for the Certificate in Financial Planning (CFP) or Registered Financial Consultants (RFC) designation, the financial planning degree aims to gear students into a comprehensive environment of effective learning and planning programs, instilling into students the value of taking their jobs seriously, as well as obtain necessary increasingly beneficial experience before taking the CFP Certification Examination. Kaplan University’s financial planning degree curriculum is primarily rooted on a “Four E’s” principle, where the E’s stand for Experience, Education, Examination and Ethics, essentially providing the basics needed in building a financial planner, and then instilling the root ethics that make the best of financial planners.

Financial planners hold different degrees, illustrating their development and commitment to the field, the most common degrees and certifications include RFC, CFP, ChFC, CPA CLU and CPCU. 

Students who intend to be selling bonds, stocks, mutual funds, real estate or insurance as financial planners are required to secure professional licenses in accordance to regional regulations.

Bottom line, Kaplan University stands to be a good avenue for earning a financial planning degree.

James Mahony is the founder of The Credit Source - A site dedicated to Credit Information

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