For those interested in learning more about financial planning through a certified course, there are many great online options to consider! Completing an online course in financial management is your first step to achieving more financial independence as well as building the fundamental skills needed to pursue a career in financial management services.
Financial Planning diplomas provide the necessary skills to enter the workforce as a junior financial planner and covers topics such as understanding client requirements, establishing client relationships, developing financial strategies and complying with ethical and operational guidelines.
Advanced Diplomas allow graduates to further advance their careers in the industry with a higher certified qualification. Advanced Diplomas provide more in-depth skills and technical knowledge relating to areas such as taxation and estate planning, and can also provide course credit toward an undergraduate degree.
Financial Planning undergraduate degrees offer career opportunities such as stockbroking, funds management and private sector roles in financial planning. In many cases, depending on which university or college you attend, there may also be a practical placement element – proving students with valuable real-world experience.
Finally, masters degrees are the highest level of formal financial planning qualification attainable. Master’s degree courses in some cases may have eligibility criteria related to previous qualifications and industry experience. This means you may be required to complete a Diploma and Advanced Diploma, along with attaining up to 5 years of industry experience, before being eligible to enrol in a masters program.
There are dozens of education providers in the US and other countries with similar financial regulations (such as Australia and New Zealand) that offer online courses. Here are a few things to consider and compare when selecting an online course:
- Make sure the courses provide an industry recognised qualification or certification.
- Courses that provide credit toward a higher qualification (such as Undergraduate Degrees) can open up additional career development pathways.
- Be wary of providers that require upfront payment or only accept payment through unknown third party loan providers.
- Make sure you are aware of required assessments, course duration and study modes. Some online courses allow you to work at your own pace, while others may require the submission of assessments at certain dates without exception.
- Do your homework and be sure to read reviews online regarding each educational institution.
A career in financial planning offers the opportunity to earn a great salary while also helping other achieve their personal lifestyle and financial goals. Online courses provide the convenience of after-hours study without the need to leave your current employment. Good luck!