Financial Planning training courses and schools
Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees

Total 150 training course(s)/program(s) at schools in United States.



Colorado State University College of Business

Training Center/Campus: Fort Collins, Colorado, United States
Phone No.: (970) 491-6471

Financial Planning

Course Format: Online / Virtual Classroom / Webinar  V

This course focuses on the following topics: time value of money, personal financial statements, analysis of current financial position, retirement plans, government sponsored benefits and education planning. Additional topics will include: economic factors affecting financial planning decisions, ethics, and the financial planning process. The course is designed to meet part of the education requirements for the CERTIFIED FINANCIAL PLANNERâ„?certification.


Albers School of Business and Economics

Training Center/Campus: Seattle, Washington, United States
Phone No.: 1-206-296-5700

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment

Objective is to expose students to the various elements involved in formulating a comprehensive financial plan. Topics included will be personal investing, education planning, retirement planning, risk management, and consumer finance.


Baruch College Continuing & Professional Studies

Training Center/Campus: New York City, New York, United States
Phone No.: 646-312-5000

Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Whether you are a practicing finance professional seeking to increase your expertise, are new to the field, are looking for a career transition, or are developing another income stream with your own business, this program will allow you to distinguish yourself as a financial planner.

This Financial Planning program offers a comprehensive review of the fundamentals of financial planning and uses a curriculum developed by the College for Financial Planning. Courses in this program provide the opportunity to learn and apply financial planning techniques in a classroom environment, with an emphasis on real-world application and problem solving. Topics include insurance planning, risk-management, valuation techniques and portfolio management, as well as estate planning, retirement planning and tax planning

All of our Finance Programs are designed to help you advance along your career path, positioning you for professional advancement in a more flexible and c... [Read More]


Baruch College

Training Center/Campus: New York City, New York, United States
Phone No.: 646-312-1000

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Discussion of the principles underlying wealth accumulation and exploration of the options available to the individual investor. Such topics as behavior of various capital markets, asset allocation, risk analysis, and portfolio management will be included along with an exploration of the techniques of some of the great investors of this century. The course will also cover retirement planning, tax-advantaged investments, and shifting family income. An understanding of political, economic, and taxation cross-currents is critical to proper planning and therefore will be discussed.


BMCC Center for Continuing Education and Workforce Development

Training Center/Campus: New York City, New York, United States
Phone No.: 212-346-8420

Introduction to Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This course prepares you for a career in the growing field of financial planning. In this forty-hour on-line course, you will learn about the fundamentals of financial planning including planning functions, time value of money, fiscal analysis and risk analysis. Additional topics will help you with tax planning and estate planning. You will learn how to apply lifestyle issues such as educational costs and housing selection to planning a successful future. Plus, you will learn about cash management, implications of credit, investments, insurance and retirement plans. Once you have completed this course you will be in a perfect position to consider entering the field of financial planning.


Continuing Education at Hunter College

Training Center/Campus: New York City, New York, United States
Phone No.: (212) 650-3850

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

A comprehensive course on financial planning that focuses on major
areas of financial planning process and money management. A
diverse range of topics are covered including time value calculations,
budgeting, banking, insurance, financial analysis, as well as retirement
planning, estate planning, and investment planning. Students will gain
substantial understanding of the key financial planning disciplines and
their real-world application and acquire tools for problem solving and
financial decision making.


Lewis University

Training Centers/Campuses: Albuquerque, Chicago, Oak Brook, Romeoville, , United States
Phone No.: (800) 897-9000

Personal Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Basic Personal Investing
The seminar will introduce students to the World of Investing. Risk and return, alternative investment, mutual funds, and retirement planning will be emphasized. Students will become investment literate and will understand how to plan for retirement and how to structure their retirement portfolio.

Economics of Investing (Online)
Many theories of investment analysis exist in Economics. They in many cases require use and understanding of economic data. They require the investor to determine his other preference for risk. This seminar will explore step by step the necessary economics theory, data, and risk analysis required to become a successful long-term investor.

Entrepreneurial Finance
This seminar will introduce the student to the many stages of capital formation for new businesses. Special emphasis will be placed on the venture capital process and the initial public offering. Also included will be smal... [Read More]


DePaul University Continuing and Professional Education

Training Center/Campus: Chicago, Illinois, United States
Phone No.: (312) 362-6300

e-Financial Planning (Certificate)

Course Format: Online / Virtual Classroom / Webinar  V

DePaul&,#146,s e-Financial Planning Certificate Program is a live, instructor-led, Internet-delivered financial planning program designed to meet the education requirement for the CFP® Certification Examination in only eleven months. Through our program, you&,#146,ll learn how to plan, assess and evaluate a client&,#146,s financial future through the development of a comprehensive financial plan.

Unlike most distance learning options, our course is not an Internet self-study program. Rather, classes are conducted live over the Internet. Students with Internet access can attend &,quot,virtual classrooms&,quot, and interact with instructors and other students using a headset and voice-over-IP technology from anywhere in the country.

The e-Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addit... [Read More]

Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Through DePaul&,#146,s Financial Planning Certificate Program, you&,#146,ll learn how to plan, assess and evaluate a client&,#146,s financial future through the development of a comprehensive financial plan. Completing the six required courses in the program will also prepare you to become professionally certified as a financial planner.

Who Should Attend

The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.

Benefits

DePaul&,#146,s Financial Planning Certificate Program offers:
•Exceptional instruction- All courses are taught by professional financial planners with either CFP® certification or other app... [Read More]


Philadelphia University

Training Center/Campus: Philadelphia, Pennsylvania, United States
Phone No.: 215.951.2700

Financial Policy and Planning

Course Format: Online / Virtual Classroom / Webinar  V

This course focuses on the investment and financing decisions of firms. Topics include capital budgeting, cash management and cash flow analysis, capital structure, dividends and international operations. Financial policy making is considered within the context of contemporary valuation and risk management theories. Various financial planning models are analyzed in the course.


Temple University Center City

Training Center/Campus: Philadelphia, Pennsylvania, United States
Phone No.: 215.204.TUCC (8822)

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Temple University Center City (TUCC), in partnership with Kaplan Schweser, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) Program. This program meets the challenges faced by today&,#146,s financial planning professionals in the brokerage, insurance, accounting, banking and related fields. This accelerated certificate program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of four requirements of the CFP® certification, established by the Certified Financial Planner Board of Standards Inc. This certificate is a cohort program which requires completion of all courses to earn the certificate.

Required six courses:
•Fundamentals and Ethical Considerations &, Insurance and Employee Benefits
•Invest... [Read More]


UTA - Division for Enterprise Development

Training Centers/Campuses: Austin, Arlington, Houston, Texas, United States
Phone No.: 866-906-9190

Managing Your Financial Life: Plan Well & Invest Wisely

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This financial management course shows you how to organize a financial life that allows you to balance living well today without sacrificing tomorrow. Students are taught how to structure their financial life so it aligns with their own priorities, and how to make adjustments as their life unfolds.
The course provides practical steps (and checklists) to manage these six areas of your financial life:
•Your 1-, 3- and 10-year goals
•Your cash flow
•Your net worth
•Insurance
•Estate planning
•When to adjust your strategy as your goals and priorities change

A booklet containing slides and a worksheet that accompanies each lesson will be given out in class.


SMU Continuing and Professional Education

Training Center/Campus: Dallas, Texas, United States
Phone No.: 214-768-2273

Fundamentals of Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Fundamentals of Financial Planning introduces students to the financial planning process and to the technical skills a competent financial planner must possess in order to serve his or her clients successfully. Students will learn the fundamental elements of financial planning (insurance, investments, taxation, retirement planning and employee benefits, and estate planning) and their corresponding interrelationship in providing comprehensive personal financial planning. This course explores the financial planning industry and how to develop a financial planning practice: including the current economic environment, regulation and licensing, reporting and compliance, and compensation methods. The course defines and reviews the CFP Board’s Code of Ethics and Professional Responsibility.

Financial Planning Strategies & Case Studies (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Financial Planning Strategies and Case Studies serves as the capstone course for the financial planning certificate program. The case-study format differs from the traditional lecture format in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to insurance, investing, taxation, retirement planning and employee benefits, and estate planning. Students will develop both basic and complex comprehensive financial plans by following the six step financial planning process. Students complete individual and group work and will participate in the presentation of a comprehensive financial plan to the class. This experience will prepare students for the CFP Board’s comprehensive exam and will serve as a model for application as a professional.

Estate Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Estate Planning examines the taxation of gifts, estates, and generation skipping transfers. The course includes the calculation of the gift tax, estate tax, and generation skipping transfer tax in consideration of applicable exclusions and deductions. Students are exposed to estate planning techniques such as lifetime transfers and gifting, charitable gifting, the utilization of trusts and partnerships, and postmortem planning. The course emphasizes solving a client’s estate planning problems by providing students with the tools to develop practical strategies that focus on a client&,#146,s goals and objectives and apply current tax law in order to develop an effective estate plan.


Santa Clara University

Training Center/Campus: Santa Clara, California, United States
Phone No.: 408-554-4000

Fundamentals of Financial Planning and Insurance

Course Format: Online / Virtual Classroom / Webinar  V

This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client&,#146,s risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

CFP (Certificate)

Course Format: Online / Virtual Classroom / Webinar  V

This program was designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material.

Other benefits of the program include:
â—ľComplete the Program in Only 9 months
This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.
â—ľFlexibility to Finish Without Additional Cost
Extend access to the program without any additional charge. If you... [Read More]

Corporate Financial Planning and Analysis

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This course focuses on the firm’s finance function as a strategic resource. It explores the tools and processes used to evaluate, manage, and control the performance of business enterprises, and how to fully utilize the internal financial reporting and decision processes to enhance firm value. Substantial focus will be placed on budgeting and planning systems, variance analyses, performance measurement, compensation, and strategic decision making.

MBA in Financial Planning and Controllership

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Learning Objectives
•The overall objective of this concentration is to provide students with a conceptual framework coupled with practical instruction in key business processes and practices that will enable them to apply financial principles to drive company profitability
•Develop strategy, implement tactics and build well-trained, resourceful and committed teams dedicated to the success of the business
•Establish partnerships within the organization to make Finance a strategic resource.

Specifically, after completing this concentration, a graduate should be able to
•understand and use the basic framework of the business planning process from strategic planning through annual operating plans to performance measurement

•have a basic understanding of cost management systems and how they are used in an enterprise Compute and use commonly used key business metrics and understand how they are used to analyze and drive business performance... [Read More]

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