Bachelor Programs in Financial Planning

Compare 4 Bachelor Programs in Financial Planning

Financial Planning

Most people who work full-time are trying to set aside some money for retirement. By earning a Bachelor in Financial Planning, you can help all kinds of people create a financially stable future for themselves post-retirement.

What is a Bachelor in Financial Planning? This degree program focuses on basic principles of finance and successful investment strategies. Students learn how to plan for a financially stable future. Courses tend to focus on fundamental principles of finance and investments, as well as taxation, estate planning, retirement planning, financial statement analysis, risk management and more. Studies usually take about four years to complete, and many degree programs can be completed online.

There are several benefits to learning more about financial planning, including being able to better manage your personal financial future. Planning for retirement and more is a huge part of life, and with this degree, you get to help others make smart financial choices for the future.

The cost of earning a bachelor’s degree in financial planning varies widely depending on the institution hosting the program and the length of study. Attending classes on campus may come with a different price tag than attending classes online. To learn more about all of the costs involved with your program, you will need to research the school of your choice carefully.

For the most part, earning a Bachelor in Financial Planning qualifies graduates to become financial planners, provided they obtain certification to become a Certified Financial Planner (CFP). This type of job is expected to have growth faster than the national average in the U.S. through the year 2020. Graduates of this type of program may also pursue post-graduate degrees for even higher paying financial positions.

Since many financial planning programs are available completely online, it is easy to fill out and submit applications over the Internet. To learn more, search for your program below and contact directly the admission office of the school of your choice by filling in the lead form.

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Bachelor of Commerce (with a major in Financial Planning)

Milpark Education
Online Full time Part time 3 - 9 years February 2019 South Africa Cape Town Johannesburg + 2 more

The Bachelor of Commerce with a major in Financial Planning provides a solid basis in the field of commerce and will equip students with the knowledge and skills required to operate responsibly and successfully as financial planning practitioners. The Milpark BCom with a major in Financial Planning addresses the academic qualification requirements for the designation of Financial Service Advisor™/FSA™ professional awarded by the Financial Planning Institute of Southern Africa. On completion of this qualification, students will be eligible to apply to the FPI to write its professional competency exam for the FSA™ professional. [+]

Financial planning has emerged as an exciting career path in South Africa over the past decade, partly due to the fact that the financial services industry has become highly regulated and those minimum educational standards are prescribed to those who provide advice to the public. Its growth as a profession is also supported by the opportunity to achieve an internationally recognized designation: Certified Financial Planner®, offered in South Africa by the Financial Planning Institute of Southern Africa (FPI). In order to become a Certified Financial Planner® professional, the educational requirement is a relevant postgraduate diploma. This bachelor's degree will allow graduates access to postgraduate studies in financial planning. Milpark Education is an FPI-accredited education provider and the Bachelor in Commerce with Financial Panning as a major is an approved programme. The Milpark BCom with a major in Financial Planning addresses the academic qualification requirements for the designation of Financial Service Advisor™/FSA™ professional awarded by the Financial Planning Institute of Southern Africa. On completion of this qualification, students will be eligible to apply to the FPI to write its professional competency exam for the FSA™ professional... [-]


BCom Hons in Financial Planning

University of Johannesburg
Campus Full time Part time 1 - 2 years February 2019 South Africa Johannesburg + 1 more

The purpose of the qualification is to develop applied competence and deepen the student’s expertise in the analysis, interpretation and application of financial planning principles and research capacity in the economic environment at an advanced level. [+]

The purpose of the qualification is to develop applied competence and deepen the student’s expertise in the analysis, interpretation and application of financial planning principles and research capacity in the economic environment at an advanced level. Learners are also prepared for a career in the practice of financial planning and further learning in researched based postgraduate study in this field by developing research and reporting skills. The students should be able to reflect on their decisions and applications to assess the effect thereof in the holistic context of financial planning as a practice at an advanced level.

Admission requirements: A potential student must be in possession of a BCom and should have appropriate knowledge of Financial Planning (assessed at a New NQF level 7 / Old NQF level 6) or an appropriate advanced diploma. The department may require the completion of a bridging programme should students not comply with the rules of access regarding the specific subject knowledge in Financial Planning. Final admission requirements will from time to time be set by the department.... [-]


Degree in financial administration

Universidad Tecmilenio
Campus Full time 8 semesters July 2019 Mexico Culiacán Guadalajara Monterrey + 2 more

Develops financial solutions that contribute to the success of a company and investors. [+]

Graduate Profile

By graduating from the Financial Management career, you are able to:

Select fi nancial solutions suitable for companies, using instruments and services from fi nancial institutions and intermediaries. Design financial plans that contribute to the optimization of fi nancial structures and levels of profitability of companies and individuals. Manage fi nancial resources using instruments that provide money, capital and derivatives markets. Carry out the financial valuation of an organization to collaborate in merger and acquisition processes. Manage investment portfolios to maximize the profitability of investors. Evaluate investment projects to support decision-making processes. Contribute to the creation of wealth in companies, through the efficient administration of fi nancial resources and investment in productive projects. Advise companies to maintain, recover or increase their financial viability. Labor Field ... [-]

Bachelor of Commerce (Financial Planning)

University of Wollongong Faculty of Business
Campus Full time Part time January 2019 Australia North Wollongong + 1 more

Financial planners must have an understanding not only of finance but of accounting, management, and marketing. [+]

Financial planners must have an understanding not only of finance but of accounting, management, and marketing. Financial planning is the design of specific financial outcomes that meet a client's unique needs and objectives, given their financial resources and risk profile. Its broad approach is to fulfill clients' total needs, incorporating investment planning, taxation and social services planning, retirement planning, risk planning and estate planning.This degreeAfter a common first year in business, you will study a broad range of disciplines to give you the knowledge a financial planner needs. You will also undertake a final-year capstone subject that lets you apply everything you've learned up to that point in collaboration with students from other disciplines. Plus, you have the option of applying for an internship that provides work-integrated learning. Career opportunities include fund manager, financial planner, wealth advisor and insurance broker.What you will studyYou will investigate securities and the market they operate in as well as theories of the market and the equilibrium prices of securities. You will learn how to assess investments, and the method for identifying the best financial product for a client, with particular attention to their risk profile. You will learn the codes of conduct governing the financial planning industry and relevant regulatory frameworks, advising techniques, and how to build and maintain clients' investment portfolios.Additional InformationFirst and second year subjects can also be completed at the following locations:... [-]