Back
  • Overview
  • Women-Focused Education
  • Success Stories
  • Ranking & Recognition
  • Your Ursuline Blueprint
  • Facts & Stats
  • Ursuline on Social
  • Our Heritage
  • Virtual Tour
  • Around Cleveland
  • Overview
  • Undergraduate Admission
  • Graduate Admission
  • Online Admission
  • Transfer Admission
  • Connect with a Counselor
  • Scholarships

  • Overview
  • Accelerated
  • Lifelong Learning
  • Course Catalogs
  • Academic Support Svcs.
  • Career Svcs.
  • Academic Partnerships
  • Registrar
  • Our Faculty
  • Women Entrepreneurs + Innovators
  • Overview
  • Campus Life
  • Residence Halls
  • Student Activities
  • Personal Counseling
  • Orientation
  • Career Services
  • Women's Center
  • Diversity and Inclusion
  • Campus Ministry
  • Commencement
  • Coronavirus
  • COVID Kindness
  • Policy on Sexual Misconduct
  • Harassment and Discrimination Policy
  • Overview
  • Tuition & Costs
  • Net Price Calculator
  • Financial Aid
  • Scholarships
  • Student Service Center
  • Financial Aid Forms
  • Connect with a Counselor
  • Undergrad Textbooks
  • Bursar
  • Donate Online
  • Ways to Give
  • Planned Giving
  • Gifts of Stock and IRA Rollovers
  • Scholarships
  • Annual Fund
  • The Impact of Giving
  • Donor Recognition
  • St. Nicholas
  • Wasmer Gallery
  • Overview
  • Get Involved
  • Support for Young Scholars
  • Alumnae Stories
  • Awards & Recognition
  • Alumnae Resources
  • Update Your Information
  • Board
  • Photos & Videos
  • Events
  • Overview
  • Hours
  • Find...
  • Need Help?
  • Reserve a Study Room
  • Article Request
  • Interlibrary Loan
  • Library Guides
  • Archives
  • Library Events
  • FAQs
  • Policies
  • Friends of the Library
  • Overview
  • History
  • Photos & Videos
  • Overview
  • Mission & Vision
  • Institutional Learning Outcomes
  • History
  • 150th Anniversary
  • Office of the President
  • Leadership
  • Employment
  • Marketing & Communication
  • Consumer Information
  • Faculty Speakers Series
  • Back
  • Overview
  • How to Apply
  • Connect with a Counselor
  • For Admitted Students
  • Overview
  • How to Apply
  • Connect with a Counselor
  • For Admitted Students
  • Overview
  • Degrees
  • Certificates
  • Connect with a Counselor
  • How to Apply
  • Cost & Aid
  • For Admitted Students
  • Overview
  • How to Apply
  • Dual Admission
  • Community College Transfer
  • For Transfer Counselors
  • For Admitted Students
  • Connect with a Counselor
  • Overview
  • Find an Undergraduate Program
  • Core Curriculum
  • Internships
  • Overview
  • Find A Program
  • Overview
  • UCAP at a glance
  • Professional Certificates
  • Other Online Programs
  • Find a Program
  • Overview
  • Lifelong Learning
  • Women's Institute
  • Micro-credentials
  • Workshops
  • Overview
  • Advising
  • Tutoring
  • Disabilities Services
  • Alternative Credit Options
  • FOCUS Program
  • Overview
  • Student Organizations
  • Community Engagement
  • Welcome Week
  • Overview
  • Career Coaching
  • For Employers/Recruiters
  • Overview
  • Undergraduate
  • Accelerated/UCAP
  • Graduate
  • Overview
  • Undergraduate
  • Graduate
  • UCAP Online Program
  • Federal Work Study
  • Loans
  • Loan Forgiveness
  • How to Apply for Aid
  • Resources
  • Need help?
  • Student Consumer Info
  • Overview
  • Scholarships for Undergraduates
  • Scholarships for Transfer Students
  • Scholarships for International Students
  • Scholarships for Graduate Students
  • ROTC Scholarships
  • Welcome + Overview
  • Our Sponsors
  • 150th Anniversary Timeline
  • Portraits of Ursuline College People
  • 150th Celebration Photos
  • Overview
  • Job Opportunities
  • Benefits
  • Overview
  • For the Media
  • Brand Guide
  • Contact
  • Overview
  • Accreditation
  • Campus Security Policies, Crime Statistics and Crime Log
  • Data Request
  • Consumer Complaint Process
  • Education Unit Completer Reporting Measures
  • COVID Testing Data
  • HEERF Report
  • Professional Licensure and Certification Disclosures
  • Title IX Compliance
  • Home / Academics / Find a Program / Certified Financial Planning Certificate | Ursuline - Liberal Arts College in OH

    Certified Financial Planning Certificate

    Programs

    Apply Now Visit Ursuline Find a Program Request Info

    Certified Financial Planning Certified Financial Planning Certificate

    Become an expert in the art of setting financial goals and identifying the tools needed to reach them.

    How to Apply

    Ready to take the next step? Apply online and receive a decision within two weeks.

    Go

    Certified Financial Planners know the ins and outs of investing, saving, and money management. You’ll learn to guide clients through some of the biggest moments of their lives and be a resource for them when times are tough.

    Designed especially for busy professionals, Ursuline’s financial planning certificate program is offered entirely online. You can participate in live class discussions or watch the recording later—or both. What’s more, our program is offered in an accelerated format, so you can earn your certificate in less than a year.

    You’ll learn from industry leaders about:

    • Working with clients to set goals and assess risk tolerance.
    • Risk management and insurance planning.
    • Investing in the securities market, risk/return, stocks, bonds, options, futures.
    • Tax consequences and lawful tax-minimizing tactics.
    • Financial planning for retirement.
    • Tax and non-tax considerations in estate planning.

    Careers: Certified Financial Planning Certificate

    Career outlook statistics for Certified Financial Planners:

    $87K

    Median annual salary for Personal Financial Advisors

    40%

    Job growth above the national average for Personal Financial Advisors

    31%

    of Americans age 65 and over consult financial planners when planning for retirement

    More to explore