Financial Planning Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Financial Planning




Total 315 training courses and degree programs available around the world.

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Anne Arundel Community College
Training Center(s)/Venue(s): Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, United States

Introduction to Financial Planning Put your money to work. Develop an integrated, balanced financial plan that includes tax reduction methods, income protection and retirement planning. Study insurance, real estate, fixed-income investments, stock market, mutual funds, education needs and principles of taxation and planning.

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University - Wisconsin
Training Center(s)/Venue(s): Appleton, Eau Claire, La Crosse, Madison, Wausau, United States

This course covers personal financial planning and
management. Topics include the financial planning process, household
financial statements and budgets, tax planning, managing assets and credit,
determining insurance needs, managing investments, retirement planning,
and estate planning.

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University Sioux Falls Campus
Training Center(s)/Venue(s): Sioux Falls, United States

This course covers personal financial planning and
management. Topics include the financial planning process, household
financial statements and budgets, tax planning, managing assets and credit,
determining insurance needs, managing investments, retirement planning,
and estate planning.

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Minnesota School of Business & Globe University
Training Center(s)/Venue(s): Blaine, Minneapolis, Richfield, Rochester, Woodbury, United States

This course covers personal financial planning and
management. Topics include the financial planning process, household
financial statements and budgets, tax planning, managing assets and credit,
determining insurance needs, managing investments, retirement planning,
and estate planning.

CFP (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Mumbai, India
  V


Module 1
Introduction to Financial Planning
(IFP)

Module 2
Risk Analysis and Insurance Planning
(RAIP)

Module 3
Retirement Planning &, Employee Benefits
(RPEB)

Module 4
Investment Planning
(IP)

Module 5
Tax Planning &, Estate Planning
(TPEP)

Module 6
Advance Financial Planning
(AFP)

Family Financial Planning & Counseling (Master Degree)

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: UA College of Continuing Studies
Training Center(s)/Venue(s): Tuscaloosa, United States
  V

Graduates holding this degree from The University of Alabama can assist families as they focus on consumer assets management, planning, investing and financial decision making.

Within this 30-hour degree program you will also develop a broad theoretical background in the social sciences, and learn to apply that knowledge to help individuals and families achieve economic well-being. By taking two courses each semester, you can complete the degree in less than two years.

Those who earn a Master’s of Science in HES (Family Financial Planning &, Counseling) from UA:
•Develop a more holistic approach to financial planning that focuses on the client’s financial and non-financial goals when creating a long-term financial plan.
•Qualify to sit for the CFP® certification after graduation.
•Help families to understand the world of finance and make informed decisions regarding their financial goals.
•Work in a variety of financial planning areas including insurance companies, family service agencies and financial planning firms. Read More]

Plan Your Way to Wealth Workshop

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: Infinite Wealth
Training Center(s)/Venue(s): Leederville, Australia
  V

Tim Guest is a well-known financial educator who founded Infinite Wealth, a company that hosts investment strategy seminars that teaches attendees how to make the most out of their money. Held regularly in both Perth and Melbourne, Tim Guest’s Plan Your Way to Wealth seminars have taught thousands of every day Australian’s ways to go about achieving financial freedom. Head to the website to find out more about Tim Guest and Infinite Wealth.

Financial Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Colorado State University College of Business
Training Center(s)/Venue(s): Fort Collins, United States
  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 PLANNER?certification.

Personal Financial Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: College of Extended Learning - UNB
Training Center(s)/Venue(s): Fredericton, Canada
  V

The objective of this course is to introduce students to the fundamental principles of financial decision-making, and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing a successful personal financial plan. Students will also learn financial planning as it is done in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment, insurance, retirement and estate planning. There is equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.

At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure flows so as to live stress-free financial lives and to be able to give sound personal financial plan... [Read More]

NISM Mutual Funds AMFI Stock Market Financial Planning Workshop (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: VRIDHI Training
Training Center(s)/Venue(s): Chennai, India

Complete Training institute for all Financial Market certifications

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: iTrainingExpert.com
Training Center(s)/Venue(s): Puchong, Malaysia
  V

This course was created to help those who cannot afford extensive planning assistance better understand how to define and reach their financial goals. It provides the fundamental of financial literacy so informed life-decisions can be made.

Financial planning, in the broadest sense, is an effort to manage all aspects of a person / family’s financial affairs. Classically, that begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution (retirement and estate planning). Don&,#146,t short change yourself, learn from those who have been to the other side!

For details, please log on to http://itrainingexpert.com/course-calender.asp

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Albers School of Business and Economics
Training Center(s)/Venue(s): Seattle, United States

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.

Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Baruch College Continuing & Professional Studies
Training Center(s)/Venue(s): New York City, United States
  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 cost-efficient way than possible in an advanced degree program. The Financial Planning program is a l... [Read More]

Personal Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Baruch College
Training Center(s)/Venue(s): New York City, United States
  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.

Introduction to Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: BMCC Center for Continuing Education and Workforce Development
Training Center(s)/Venue(s): New York City, United States
  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.

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Continuing Education at Hunter College
Training Center(s)/Venue(s): New York City, United States
  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.

Personal Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Lewis University
Training Center(s)/Venue(s): Albuquerque, Chicago, Oak Brook, Romeoville, United States
  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 small case studies on how to value a closely held business and the special risks facing such organizatio... [Read More]

e-Financial Planning (Certificate)

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: DePaul University Continuing and Professional Education
Training Center(s)/Venue(s): Chicago, United States
  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 addition, professionals from other industries who want to make a career change and are looking for rigoro... [Read More]

Financial Planning (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: DePaul University Continuing and Professional Education
Training Center(s)/Venue(s): Chicago, United States
  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 appropriate professional license or designation. Our instructors use CFP Board standards as the framewo... [Read More]

Financial Policy and Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Philadelphia University
Training Center(s)/Venue(s): Philadelphia, United States

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.

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