Financial Planning and Services Certificate

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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

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. 

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

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.

Flexible Education

Columbia College Global offers traditional classroom instruction for many courses at nationwide locations. Students at nationwide locations are expected to engage with multiple learning methods, including online and virtual while completing their degree. Columbia College offers on-campus programs with traditional classroom instruction at the Residential Campus in Columbia, Missouri.


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because a future built by you is a future built for you.

Too many people have been made to feel that higher education isn’t a place for them— that it is someone else’s dream. But we change all that. With individualized attention and ongoing support, we help you write a new story for the future where you play the starring role.