Certificate Programs

Upskill and increase your knowledge to better serve clients through specialized certificate programs.

Our online certificate programs help you gain additional skills and knowledge in specific areas to enable you to create better outcomes for your clients. Invest in your career development with one of the following certificate programs from the College for Financial Planning®—a Kaplan Company.

Our Accredited Investment Fiduciary® Training (an official education program for the AIF® designation) and ETFs & Portfolio Construction programs also help fulfill CE hours for CFP® certification. 

Accredited Investment Fiduciary® Training

Gain the fiduciary knowledge and tools to serve clients’ best interests while growing your business. This program satisfies the training requirement to earn the AIF® designation, ranked one of the top financial certifications.
Shop Now

ETFs & Portfolio Construction

Gain the fundamental knowledge and skills to address investor interest in exchange-traded funds (ETFs) and integrate ETFs into investment strategies. 
Shop Now

Financial Advising Accelerator

Financial professionals new to the industry or in the early stages of their career can gain key advising and business-building skills necessary to launch a successful career.
Shop Now

Interested in pursuing a professional designation or CFP® certification?

Professional Designations

CFP® Certification

The programs on this page are certificate programs, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience). Completion of this course does not award academic credits. The certificate cannot be applied for graduate credit to other academic programs.

The Accredited Investment Fiduciary® (AIF®) Training is a certificate program, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience).

Fi360, a Broadridge Company, owns the certification mark AIF® which it authorizes use of by individuals who successfully complete initial and ongoing designation requirements.