Financial PlanningSchool/Trainer:Chicago, Illinois, United States
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Phone No.: (312) 362-6300
14 East Jackson Boulevard, Suite 1010
Chicago, IL 60604
Free Course List: Chicago
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 (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,s financial planning professionals in the brokerage, insurance, accounting, banking and related fields. This accelerated certificate program...
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...
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 correspon...
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 an...
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 part...
Other courses offered by DePaul University Continuing and Professional Education
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