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Best Diploma In Financial Planning Apps

171+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Finding the right diploma in financial planning apps can be overwhelming with so many options. We've analyzed 171+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Compare top Diploma In Financial Planning Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Brightside FinancialBrightside FinancialFree4.6★ (1.4K)YesNoJul 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
3VoyaVoyaFree4.7★ (188K)NoNoAug 2026
4Beyond FinanceBeyond FinanceFree4.9★ (18K)NoNoJul 2026
5Financial Fitness PassportFinancial Fitness PassportFree5.0★ (4)YesYesJul 2026
6CFP Exam Prep App by AchieveCFP Exam Prep App by AchieveFree4.7★ (121)NoYesJul 2026
7RisevestRisevestFree4.6★ (495)YesNoJul 2026
8Quicken: Budget & Track MoneyQuicken: Budget & Track MoneyFree4.5★ (12K)NoYesJul 2026

Top Picks for Diploma In Financial Planning

Brightside Financial#1

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Editor's Choice
💰 Finance
4.6😞(1.4K ratings)
FreeAds
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This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

What We Love

  • 🚀 Quick and easy to use
  • 👍 Helpful financial assistance
  • 💡 Useful features for Amazon employees
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent app crashes and glitches
  • 🔒 Login and access issues
  • ⚠️ Unreliable app performance
Ameriprise Financial#2

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender
💰 Finance
4.9😊(37K ratings)
Free
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Ameriprise Financial screenshot 5

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
Voya#3

Voya by Voya Services Company

Worth Considering
💰 Finance
4.7😞(188K ratings)
Free
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Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

What We Love

  • 🚀 Intuitive user interface
  • 🔒 Robust security features
  • 💡 Retirement planning tools
  • 👍 User-friendly navigation

Room to Improve

  • 🐛 Frequent app crashes and system unavailability
  • 👎 Lack of transparency in account details
  • 🕰️ Slow performance and loading times

More Diploma In Financial Planning apps to explore

4
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
5
Financial Fitness Passport
Financial Fitness Passport
Financial Fitness Passport
Budget, Track Money & Goals
Free

Manage your money, track expenses, and improve your financial health with personalized guidance and educational resources. Achieve financial wellness through a comprehensive approach to budgeting, debt management, and investing.

Personalized Financial Fitness Score7 key financial area tracking20-lesson Financial Academy
💰 Finance
(4)
free with in-app purchases
6
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
4900+ Qs & CFP Practice Tests
Free

Prepare for the Certified Financial Planner exam with over 3600 practice questions, mock tests, and detailed analytics. Master key financial planning concepts and track your progress to ace the exam.

3600+ practice questionsCFP mock test seriesIn-depth analytics
📚 Education
(121)
free with in-app purchases
7
Risevest
Risevest
Risevest
Earn up to 15% from US assets
Free

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

Invest in US stocks and real estatePersonalized investment portfoliosGoal-based saving and investing
💰 Finance
(495)
free with in-app purchases
8
Quicken: Budget & Track Money
Quicken: Budget & Track Money
Quicken: Budget & Track Money
Investing, Spending, Net Worth
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(12K)
free with in-app purchases
9
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
💰 Finance
(231K)
free with in-app purchases
10
COUNTRY Financial Mobile
COUNTRY Financial Mobile
COUNTRY Financial Mobile
by COUNTRY Financial
Free

Manage your insurance policies and financial accounts conveniently from your mobile device. Access billing, policy details, and insurance cards. Request roadside assistance and report claims easily.

Register policy and account infoView billing and policy detailsManage payments and payment history
💰 Finance
(99)
free
11
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection
💰 Finance
(4.5K)
free
12
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
13
The Standard – My Retirement
The Standard – My Retirement
The Standard – My Retirement
by StanCorp Financial Group, Inc.
Free

Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.

Check account balanceMonitor retirement goal progressChange contribution amounts
💰 Finance
(60)
free
14
FINRA Securities Exam Prep
FINRA Securities Exam Prep
FINRA Securities Exam Prep
SIE, Series 6, 7, 63, 65, 66
Free

Prepare for six FINRA securities licensing exams with over 5,300 practice questions and simulated tests. Track your progress with a readiness score and receive expert explanations for every question. Study on any device with cross-platform synchronization.

5,300+ practice questions6 FINRA exams coveredReadiness Score tracking
📚 Education
(40)
free with in-app purchases
15
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
16
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
💰 Finance
(748)
ad-supported
17
FinFit
FinFit
FinFit
by FinFit Ops LLC
Free

This app provides employees with educational resources, tools, and financial solutions to achieve financial stability and meet their goals. Earn points through a rewards program for cash and prizes, and access services like personalized assessments, coaching, and money management.

Personalized financial assessmentOne-on-one financial coachingCredit and banking solutions
💰 Finance
(1.8K)
free
18
READYSAVE 529
READYSAVE 529
READYSAVE 529
by Ascensus Inc
Free

Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.

Secure 529 account accessView balance and transaction historyAdd one-time or recurring contributions
💰 Finance
(27K)
free
19
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(400K)
free with in-app purchases
20
HOPE In Hand
HOPE In Hand
HOPE In Hand
by Operation HOPE, Inc.
Free

Access free financial education programs covering homeownership, credit management, and small business development. Connect with a financial coach, learn at your own pace, and discover local events and workshops to achieve your financial goals.

Free financial programsHomeownership educationCredit and money management
💰 Finance
(19)
free

FAQ about Diploma In Financial Planning

What are the best diploma in financial planning apps for iPhone?
Brightside Financial tops our diploma in financial planning apps ranking as of June 2026, with a 4.6-star average from 1.4K App Store ratings, and it's free to download.
Yes — 20 of the top diploma in financial planning apps we rank are free to download, including Brightside Financial and Ameriprise Financial.
Brightside Financial shows ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 171+ diploma in financial planning apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
Brightside Financial is a platform designed to improve the financial health of working families. It offers on-demand access to financial assistants and personalized solutions to help users manage debt, save money, and navigate financial challenges.
The app provides comprehensive support by combining human insight with advanced technology. Users can receive tailored solutions for debt management, guidance on saving money, and assistance with various financial challenges, all available around the clock.