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 app 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.

Top Picks for Diploma In Financial Planning

Brightside Financial#1

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(1.4K ratings)
FreeAds
Brightside Financial screenshot 1
Brightside Financial screenshot 2
Brightside Financial screenshot 3
Brightside Financial screenshot 4

Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

What We Love

  • ๐Ÿš€ Quick and easy to use
  • ๐Ÿ‘ Helpful financial assistance
  • ๐Ÿ’ก Useful features for Amazon employees
  • ๐Ÿค Great customer service

Room to Improve

  • ๐Ÿ› Frequent app crashes and glitches
  • ๐Ÿ”’ Login and access issues
  • โš ๏ธ Unreliable app performance
Ameriprise Financial#2

Ameriprise Financial by Ameriprise

Strong Contender
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

What We Love

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances
Voya#3

Voya by Voya Services Company

Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜ž(186K ratings)
Free
Voya screenshot 1
Voya screenshot 2
Voya screenshot 3
Voya screenshot 4
Voya screenshot 5
Voya screenshot 6

Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.

What We Love

  • ๐Ÿš€ Intuitive user interface
  • ๐Ÿ”’ Robust security features
  • ๐Ÿ’ก Retirement planning tools
  • ๐Ÿ‘ User-friendly navigation

Room to Improve

  • ๐Ÿ› Frequent app crashes and system unavailability
  • ๐Ÿ‘Ž Lack of transparency in account details
  • ๐Ÿ•ฐ๏ธ 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 program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

๐Ÿ’ฐ Finance
(17K)
5
Financial Fitness Passport
Financial Fitness Passport
Financial Fitness Passport
Smarter Finance Starts Here
Free
๐Ÿ’ฐ Finance
(4)
6
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
CFP Exam Prep App by Achieve
3600+ Qs & CFP Practice Tests
Free

Get ready for your CFP exam with a comprehensive exam prep app that includes 3600 practice questions across all exam domains. Ace your CFP exam with confidence!"

๐Ÿ“š Education
(106)
7
Risevest - Invest in Dollars
Risevest - Invest in Dollars
Risevest - Invest in Dollars
Earn up to 15% from US assets
Free

An application that provides easy access to US investments earning returns in dollars, offering personalized investment plans, expert financial advice, and world-class wealth management. Users can choose to invest in expertly selected US stocks, high-demand commercial real estate, or secure fixed income assets. Start investing with a minimum of $10.

๐Ÿ’ฐ Finance
(448)
8
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Track every dollar with Quicken Simplifiโ€”the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

๐Ÿ’ฐ Finance
(11K)
9
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

๐Ÿ’ฐ Finance
(227K)
10
COUNTRY Financial Mobile
COUNTRY Financial Mobile
COUNTRY Financial Mobile
by CC Services, Inc.
Free

This mobile app allows users to access their insurance policy and account information on-the-go, with features such as bill payment, insurance ID cards, and 24/7 roadside assistance. Download the app to easily manage your accounts, interact with your representative, and get personal assistance at your fingertips.

๐Ÿ’ฐ Finance
(98)
11
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your program's progress, manage accounts, connect with the Client Success Team, and get financial tips all in one place. Start optimizing your financial journey today!

๐Ÿ’ฐ Finance
(4.3K)
12
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

๐Ÿ’ฐ Finance
(14)
13
The Standard โ€“ My Retirement
The Standard โ€“ My Retirement
The Standard โ€“ My Retirement
by StanCorp Financial Group, Inc.
Free

Track your retirement savings with our app: monitor balance, stay on target for goals, adjust contributions, view transactions, manage investments, stay updated on investment performance, access statements and planning tools. Start planning for your future today!

๐Ÿ’ฐ Finance
(59)
14
FINRA Securities Exam Prep
FINRA Securities Exam Prep
FINRA Securities Exam Prep
SIE, Series 6, 7, 63, 65, 66
Free

Prepare confidently for the SIE, Series 6,7,63,65,66 exams with over 5000 practice questions on this comprehensive study tool. Tailor your study experience, track progress, and access personalized recommendations for success in the financial industry. Download now for free or subscribe for full access to all features and materials.

๐Ÿ“š Education
(40)
15
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

๐Ÿ’ฐ Finance
(21K)
16
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Access and manage your Thrivent accounts, monitor investments, and direct Choice Dollars easily from your phone with the secure Thrivent Mobile app. Align financial solutions with your needs and priorities to achieve what matters most for you and your community. Start managing your money with purpose today!

๐Ÿ’ฐ Finance
(748)
17
FinFit
FinFit
FinFit
by FinFit Ops LLC
Free

This application provides a comprehensive financial wellness program, offering educational resources, personalized tools, and financial solutions to help employees achieve financial stability and meet their goals. By using the application, members can access a range of services, including financial assessments, coaching, and money management tools, and earn rewards points redeemable for cash and prizes.

๐Ÿ’ฐ Finance
(1.8K)
18
READYSAVE 529
READYSAVE 529
READYSAVE 529
by Ascensus Inc
Free

Download READYSAVE 529 to securely access your 529 plan account, check balances, manage transactions, add contributions, compare savings, and invite others to contribute. Access accounts from a wide range of 529 programs and enroll in select programs directly through the app.

๐Ÿ’ฐ Finance
(27K)
19
Empower ยฎ
Empower ยฎ
Empower ยฎ
Plan, save, invest, retire
Free

Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!

๐Ÿ’ฐ Finance
(386K)
20
HOPE In Hand
HOPE In Hand
HOPE In Hand
by Operation HOPE, Inc.
Free

This application empowers communities with financial dignity by offering free programs, coaching, and resources to help users achieve their financial goals. Users can access various tools and courses, connect with a financial coach, and attend events and workshops to improve their financial well-being.

๐Ÿ’ฐ Finance
(19)