Delivery
Online
Financial Planner, Professional Certificate
UNC Charlotte’s Professional Certificate in Financial Planning is launching soon.
Program Overview
Prepare for the Gold Standard in Financial Planning
Located in Charlotte — one of the largest financial centers in the United States — UNC Charlotte is uniquely positioned to prepare professionals for careers in financial advising and wealth management.
Program Contact
Enrollment Team
School of Professional Studies
Be the First to Know
Sign up to receive an email when the Financial Planning Professional Certificate launches and enrollment opens.
Key Program Features
Students learn how to:
- Develop integrated financial plans for clients
- Evaluate investments and portfolio strategies
- Plan for retirement income and wealth transfer
- Manage insurance and financial risk
- Apply tax strategies within financial plans
- Uphold ethical standards in financial planning practice
The program is structured to support working professionals through flexible scheduling and a blended learning format. Students typically complete the program in 12–15 months.
eMoney® Access Included
A University Program eMoney® account is included in the program, at no additional cost.
Meet the Instructors
