Certificate programs in personal finance

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your financial goals. This course prepares you to choose the right financial institution for your specific situation, evaluate cash management products, and use credit wisely. Learn to assess your tolerance for risk, evaluate investment products, and develop an investment mindset.

This course prepares you to compare insurance policies, calculate your need for retirement income, and includes a step-by-step workshop on retirement planning. Begin your path to a responsible financial future with the Personal Finance Professional Certificate.

Contact Us. Search form Search. International Tax Certificate Program. Who will benefit? You would like to demonstrate knowledge in one or more core areas of PFP by displaying a digital badge awarded upon completion of the certificate program.

The CAIA is for professionals managing alternate investments, such as hedge funds and real assets. The charter program, run by the CAIA Association, takes about a year to complete and includes coursework as well as exams.

If you are interested in putting some of your portfolio into alternate investments, these are the experts to work with. If you are looking to invest specifically in mutual funds, you may want to work with a charted mutual fund counselor.

Holders of this designation are experts in mutual funds. Coursework specifically prepares designees to understand the complexities of the field of mutual funds and other packaged investment products. A CMA is an expert at management accounting.

These individuals often work on the corporate side, rather than in a private accounting practice. They use their skills in both accounting and management to make strategic financial business decisions. For instance, if you need tax advice you might consider working with a certified public accountant. Students complete a 40 hour program with the goal to instill positive financial behaviors and having completed steps toward building their financial foundation.

These educators are current and retired teachers who feel passionate about teaching personal finance. Though the course behavioral assessments and other measures are gathered. The goal is to provide the industry data on comprehensive financial education programming and provide financial certifications without a degree or with a degree — both options are available.

To encourage participation and attract everyone interested in learning more about the program, all selected participants receive a full scholarship — there is no cost to them. Graduates also earn a Personal Finance Certificate to help further their career ambitions.