Financial Planning and Wealth Management Certificate - Online

ID : 12282   
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Financial Planning and Wealth Management is a course designed to prepare students for a career in paraprofessional work for investment companies, banks, insurance companies, or corporations. This comprehensive distance learning course covers the key details of the financial planning process for individuals who would like to assist financial planners.


Note: This class is not designed to prepare students for the Certified Financial Planner Certification exam.

You will complete the following five modules included in the program:

  • Estate Planning
  • Financial Planning
  • Insurance Concepts
  • Mutual Funds
  • Retirement Planning

View the course syllabus

For our online course refund policy, click here.

Requirements: Internet access, e-mail, Google Chrome, Firefox, Safari 3.2.2 or greater, or Internet Explorer web browser, and a computer equipped with working speakers or headphones.

You will receive a password and log-in information via email within 3-5 business days of registering for this course. Course materials are included and will be mailed to you within 10 business days. You have 12 months to complete this course. You must make an 70 or higher as your final grade to successfully complete the course and receive a certificate of completion.

There are no refunds for this course.

If you have questions about this course, please contact the online coordinator at 470-578-3355 or

Class Details

91 Sessions
Weekly - Sat, Sun, Mon, Tue, Wed, Thu, Fri


Online Instructor 

CEUs : 10



Schedule Information

Date(s) Class Days Times Location Instructor(s)
4/1/2017 - 6/30/2017 Weekly -Sun, Mon, Tue, Wed, Thu, Fri, Sat 12:00 AM - 11:59 PM TBD Online Instructor