Course Title:

Personal Financial Planning
(Certificate)

School/Trainer:

Lewis University

Albuquerque, Chicago, Oak Brook, Romeoville, United States

Course format: Classroom
Description:

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 small case studies on how to value a closely held business and the special risks facing such organizations.

Real Estate
To help prepare for the most expensive purchase most people will ever make, home ownership, this seminar will introduce you to techniques used every day in the Real Estate Industry. Topics will include: the role of Realtors, property selection, determining a property&,#146,s market value, financing, price negotiations, forms of ownership, legal contracts, legal responsibilities of both buyers and sellers, and more.

Tax Law Change
This seminar will be a non-technical consumer-oriented look at Individual Income taxation as it applies to the current tax-filling year. In a general, user-friendly manner, we will overview the recent federal tax acts of the past five years. These Acts form the basis of all current taxation. Further, we will look at n ...


Elements of this syllabus are subject to change. Training programs and their availability may vary by location.




Please visit the school's official website or social networks for the latest training price and schedule.


Phone No.: (800) 897-9000

School Address/Venue(s):

One University Parkway
Romeoville, IL 60446-2200
USA

Free Course List: Albuquerque, Chicago, Oak Brook, Romeoville

Search other schools for Personal Financial Planning training programs.



Personal Financial Planning training course in Kelowna, Oliver, Penticton, Revelstoke, Salmon Arm, Summerland, Vernon

This course introduces the tools and strategies of personal financial planning. Topics include goal setting, savings, investments, insurance, taxation, budgeting and financing.
Personal Financial Planning training course in Victoria

This course will cover topics related to personal financial planning fundamentals, professional standards in the financial planning industry and comprehensive practices in risk and retirement planning. Material in this course focuses on curriculum requirements set out by the Financial Planning Standards Council. It is one of four courses at Camosun which when completed qualify a student to sit...
Personal Financial Planning training course in Windsor

In recent years, the interactions of the specialist fields of personal taxation, insurance, investing, mortgages, retirement planning, estate planning and family law have given rise to the field of comprehensive financial planning. Financial planners seek to take a broad view of these issues, integrating them across a client’s life to create a plan that takes into account both short-term and lo...
Personal Financial Planning training course in Boston

Topics covered include legal, economic, cash flow, tax, investment and insurance ramifications of life and death. Emphasizes tools and techniques necessary to maximize benefits generated from net worth, cash flow and employment and minimize the loss resulting from unforeseen contingencies, death and retirement. Students participate in class discussions and are required to submit a written finan...
Personal Financial Planning training course in Brampton, Mississauga, Oakville

By the end of this course, students will have demonstrated the ability to compare financial products and strategies using what-if scenarios, based on an understanding of the purchaser¿s needs and concerns. Learning Outcomes To achieve the critical performance, students will have demonstrated the ability to: 1. Examine the key ratios and type of classification used on a net ...
Personal Financial Planning training course in Boston

Emphasizes the development of personal financial management knowledge by applying the techniques and perspectives of financial planning professionals. Examines the various aspects of financial planning, exploring how individual characteristics, such as age and economic circumstances, as well as the macroeconomy, impact decisions. Offers students an opportunity to develop a financial plan and id...



Other courses offered by Lewis University

Notice: The course description on this page was archived statically and not updated from day to day. If you are a school user, please upload your new courses using this form, or you can contact us for data management issues.
 


Facts:
We serve the schools and students around the world. Major visitors come from India, United States, United Kingdom, Canada, Australia, Philippines, Malaysia, Singapore and South Africa.



Online/E-Learning:
Personal Financial Planning
Ask for Training
Add Courses