Post job

Planning assistant education requirements

Updated January 8, 2025
4 min read

There are several educational requirements to become a planning assistant. Planning assistants usually study business, finance, or communication. 63% of planning assistants hold a bachelor's degree, and 15% hold an associate degree. We analyzed 3,309 real planning assistant resumes to see exactly what planning assistant education sections show.

The most common colleges for planning assistants are the University of Phoenix and the University of Phoenix.

There are also many online planning assistant courses to help get the education required to be a planning assistant.

There are certain planning assistant certifications that you should consider. These planning assistant certifications include Medical Assistant and Certified Nurse Assistant (CNA).

What education do you need to become a planning assistant?

What degree do you need to be a planning assistant?

The most common degree for planning assistants is bachelor's degree, with 63% of planning assistants earning that degree. The second and third most common degree levels are associate degree degree at 15% and associate degree degree at 9%.
  • Bachelor's, 63%
  • Associate, 15%
  • Master's, 9%
  • High School Diploma, 7%
  • Other Degrees, 6%

What should I major in to become a planning assistant?

You should major in business to become a planning assistant. 28% of planning assistants major in business. Other common majors for a planning assistant include finance and communication.

Most common colleges for planning assistants

Planning assistants often get their degrees at University of Phoenix, New York University, and Arizona State University. Here are the most common colleges for planning assistants in the US based on their resumes.
Planning assistant common collegePercentages
University of Phoenix10.28%
New York University8.88%
Arizona State University6.54%
University of Maryland - College Park6.07%
University of California, Santa Barbara5.61%

Best majors for planning assistants

RankMajorPercentages
1Business27.7%
2Finance6.6%
3Communication6.5%
4Psychology6.1%
5Accounting5.8%

Best colleges for planning assistants

The best colleges for planning assistants are Stanford University, Northwestern University, and University of Pennsylvania.

A planning assistant with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for planning assistants. We based this list on several metrics: admissions rate, retention rate, mean earnings of graduates, the ratio of working vs. non-working students ten years after admission, the average cost of attendance, and median debt for graduates who become planning assistants.

1. Stanford University

Stanford, CA • Private

In-state tuition

$51,354

Enrollment

7,083

2. University of Pennsylvania

Philadelphia, PA • Private

In-state tuition

$55,584

Enrollment

10,764

3. Northwestern University

Evanston, IL • Private

In-state tuition

$54,568

Enrollment

8,451

4. Maine Maritime Academy

Castine, ME • Private

In-state tuition

$13,478

Enrollment

979

5. University of Southern California

Los Angeles, CA • Private

In-state tuition

$56,225

Enrollment

19,548

6. California State University - Bakersfield

Bakersfield, CA • Private

In-state tuition

$7,309

Enrollment

9,142

7. SUNY at Binghamton

Vestal, NY • Private

In-state tuition

$9,808

Enrollment

13,990

8. Villanova University

Villanova, PA • Private

In-state tuition

$53,308

Enrollment

6,819

9. San Diego State University

San Diego, CA • Private

In-state tuition

$7,488

Enrollment

30,018

10. Bentley University

Waltham, MA • Private

In-state tuition

$49,880

Enrollment

4,177

20 best online courses for planning assistants

Advertising disclosure

1. Personal & Family Financial Planning

coursera

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime...

2. Blockchain in Financial Services: Strategic Action Plan

coursera

In this fourth and final course of the specialization, you will synthesize your learning into a Strategic Action Plan. The goals of this course are twofold: One, it’s for you to identify a specific need or problem within the financial services industry that can potentially be solved using blockchain technology. Two, it’s for you to investigate possible solutions to this problem, and to develop a strategic plan for how these solutions might be executed. You will accomplish different project...

3. Financial Planning Coaching Certification Holistic Coaching

udemy
4.4
(1,262)

Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...

4. Financial Accounting-Adjusting Entries & Financial Statement

udemy
4.6
(930)

Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...

5. Financial Planning & Analysis: Building a Company's Budget

udemy
4.6
(8,605)

Learn the Fundamentals of Financial Planning and Position Your Career for Success!...

6. Financial Statement Auditing Cycles

udemy
4.3
(251)

In this course, we learn how public accountants plan and execute an audit...

7. Financial Modelling, Financial Planning and DCF Valuation

udemy
4.4
(542)

How to create a startup or existing company financial model from scratch and carry out the DCF Valuation...

8. Introduction to Financial Planning - CFP Certification

udemy
4.5
(1,453)

CFP - Module 1...

9. Audit - Financial Statement

udemy
4.4
(2,545)

Master the Art of Auditing Financial Statements: In-Depth Analysis, Techniques, and Real-World Case Studies...

10. Financial Statement Analysis

udemy
4.7
(255)

Learn how to make understanding financial statements your superpower!...

11. Accounting & Financial Statement Analysis: Complete Training

udemy
4.6
(16,804)

Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...

12. Financial Accounting: The Complete Introductory Crash Course

udemy
4.5
(1,604)

Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...

13. Executive Travel Planning for Virtual Assistants

udemy
4.6
(412)

Manage flights, hotels, and car services for corporate travel like a pro! PLUS travel changes during a global crisis...

14. How to Read Financial Statements: Build Financial Literacy.

udemy
4.5
(811)

Read financial statements and speak the language of business without the drudgery of a traditional accounting course...

15. Financial Accounting - Subsidiary Ledgers & Special Journals

udemy
4.5
(580)

Mastering Special Journals and Subsidiary Ledgers: A Comprehensive Guide to Streamlined Accounting Practices...

16. Accounting basics, create financial statements easily

udemy
4.5
(280)

Discover, develop, practice your financial information and explore the world of accounting...

17. Supply Chain: Planning of Resources & Detailed Scheduling

udemy
4.5
(3,547)

Master the essentials of the Manufacturing, Planning and Control Hierarchy and become a recognized Supply Chain Leader...

18. ACCA: FA (F3) Financial Accounting

udemy
4.5
(1,302)

Let's get to grasps of how to perform the basics of financial accounting...

19. Complete Primavera P6 training; Project Planning

udemy
4.3
(304)

Master project planning and scheduling with Primavera P6 (Basic & Advance)...

20. Advanced Planning & Scheduling with Primavera P6

udemy
4.6
(495)

Learn advanced planning & scheduling concepts, and apply them using Primavera P6 and MS Excel...

Top 10 most affordable universities for planning assistants

The most affordable schools for planning assistants are SUNY Farmingdale, california state university - bakersfield, and baruch college of the city university of new york.

If the best universities for planning assistants are out of your price range, check out these affordable schools. After factoring in in-state tuition and fees, the average cost of attendance, admissions rate, average net price, and mean earnings after six years, we found that these are the most affordable schools for planning assistants.

1. SUNY Farmingdale

Farmingdale, NY • Private

In-state tuition

$8,306

Cost of attendance

16,091

2. California State University - Bakersfield

Bakersfield, CA • Private

In-state tuition

$7,309

Cost of attendance

16,714

3. Baruch College of the City University of New York

New York, NY • Private

In-state tuition

$7,262

Cost of attendance

14,046

4. California State University - Dominguez Hills

Carson, CA • Private

In-state tuition

$6,942

Cost of attendance

14,469

5. Brooklyn College of the City University of New York

Brooklyn, NY • Private

In-state tuition

$7,240

Cost of attendance

13,991

6. Brigham Young University

Provo, UT • Private

In-state tuition

$5,620

Cost of attendance

18,136

7. SUNY Polytechnic Institute

Utica, NY • Private

In-state tuition

$8,238

Cost of attendance

21,567

8. USF Sarasota-Manatee

Sarasota, FL • Private

In-state tuition

$5,587

Cost of attendance

13,043

9. San Diego State University

San Diego, CA • Private

In-state tuition

$7,488

Cost of attendance

22,990

10. Clayton State University

Morrow, GA • Private

In-state tuition

$5,419

Cost of attendance

17,697

Top 10 hardest universities to get into for planning assistants

The hardest universities for planning assistants to get into are Stanford University, Northwestern University, and University of Pennsylvania.

Some great schools for planning assistants are hard to get into, but they also set your career up for greater success. The list below shows the most challenging universities to get into for planning assistants based on an institution's admissions rates, average SAT scores accepted, median ACT scores accepted, and mean earnings of students six years after admission.

1. Stanford University

Stanford, CA • Private

Admissions rate

4%

SAT average

1,497

2. Northwestern University

Evanston, IL • Private

Admissions rate

8%

SAT average

1,508

3. University of Pennsylvania

Philadelphia, PA • Private

Admissions rate

8%

SAT average

1,492

4. Boston University

Boston, MA • Private

Admissions rate

22%

SAT average

1,420

5. New York University

New York, NY • Private

Admissions rate

20%

SAT average

1,419

6. University of Southern California

Los Angeles, CA • Private

Admissions rate

13%

SAT average

1,445

7. Villanova University

Villanova, PA • Private

Admissions rate

29%

SAT average

1,407

8. Bentley University

Waltham, MA • Private

Admissions rate

43%

SAT average

1,338

9. SUNY at Binghamton

Vestal, NY • Private

Admissions rate

40%

SAT average

1,376

10. Brandeis University

Waltham, MA • Private

Admissions rate

31%

SAT average

1,398

Top 10 easy-to-apply-to universities for planning assistants

The easiest schools for planning assistants to get into are Oklahoma Wesleyan University, notre dame de namur university, and holy names university.

Some schools are much easier to get into. If you want to start your career as a planning assistant without much hassle, check out the list of schools where you will be accepted in no time. We compiled admissions rates, average SAT scores, average ACT scores, and average salary of students six years after graduation to uncover which were the easiest schools to get into for planning assistants.

1. Oklahoma Wesleyan University

Bartlesville, OK • Private

Admissions rate

68%

SAT average

964

2. Notre Dame de Namur University

Belmont, CA • Private

Admissions rate

82%

SAT average

983

3. Holy Names University

Oakland, CA • Private

Admissions rate

70%

SAT average

849

4. Notre Dame College

Cleveland, OH • Private

Admissions rate

90%

SAT average

994

5. LIM College

New York, NY • Private

Admissions rate

83%

SAT average

1,061

6. Nyack College

New York, NY • Private

Admissions rate

98%

SAT average

999

7. Life University

Marietta, GA • Private

Admissions rate

94%

SAT average

979

8. D'Youville College

Buffalo, NY • Private

Admissions rate

100%

SAT average

1,072

9. Presentation College

Aberdeen, SD • Private

Admissions rate

97%

SAT average

1,050

10. Oregon Institute of Technology

Klamath Falls, OR • Private

Admissions rate

96%

SAT average

1,139

Average planning assistant salary by education level

Planning assistants with a Master's degree earn more than those without, at $49,237 annually. With a Associate degree, planning assistants earn a median annual income of $45,714 compared to $44,207 for planning assistants with an Bachelor's degree.
Planning assistant education levelPlanning assistant salary
Master's Degree$49,237
High School Diploma or Less$42,866
Bachelor's Degree$44,207
Some College/ Associate Degree$45,714

Planning assistant education FAQs

Search for planning assistant jobs

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Browse life, physical, and social science jobs