Latest 161 Training courses, certificate, diploma and degree programs: 

2017 Financial Planning Courses



Social Media Compliance for Financial Planning 2017NEW


Lorman Education Services

This topic will discuss the growing use of social media in financial planning- both the marketing of these services and the interaction between financial planners and their clients. Among other things, it will cover the SEC’,s rules for brokerage firms using these communication means as well as their personnel using them to communicate with present and prospective clients. It will also addr......

Class Format: Online / Virtual Classroom

Inflation and Investing Strategies for Financial Planning 2017NEW


Lorman Education Services

Learn how to build a diversified portfolio that is better equipped for higher inflation. Inflation comes and goes. Lately, it’s been low. That will change eventually, and if the last 47 years are any guide, when inflation ticks back up we may see a distinct change in the performance of various asset classes. This information reviews U.S. inflation over the past 91 years and identifies diversifi......

Class Format: Online / Virtual Classroom




Valuation Methodologies for Private Investments 2017NEW


Lorman Education Services

Introduction to Valuation Theory ?Discussion of Generally Accepted Valuation Practices ?Discussion of How Value Is Measured According to Accounting Standards Introduction to the Market Approach ?Discussion of the Guideline Public Company Method ?Discussion of the Guideline Transaction Method Introduction to the Income Approach ?Discussion of the Discounted Cash......

Class Format: Online / Virtual Classroom

How to Handle the Future Retirement Crisis 2017NEW


Lorman Education Services

The Scope of the Retirement Saving Problem The Need for Retirement Income ?Longer Lifespans ?Rising Health Costs ?Low Interest Rate Environment The Contracting U.S. Retirement System ?Social Security Replacement Rates Are Declining ?401(k) Plans Typically Have Modest Balances ?Few People Save Outside of Employer Plans ?But Many People Are Not Covered by Employe......

Class Format: Online / Virtual Classroom

Determining Social Security Benefit Amounts 2017NEW


Lorman Education Services

Overview of Social Security and Medicare ?History, Purpose, Solvency Concerns ?Social Security vs. Medicare vs. Supplemental Security Income (SSI) ?Social Security Administration ?Social Security Totalization Agreements With Foreign Countries Fica and Sei Taxes ?OASDI vs. HI ?OASDI Maximum Wage Base ?Medicare Surtax ?Exclusion for Some State and Local Government Wor......

Class Format: Online / Virtual Classroom

Rate Setting and Financial Planning for Water Utilities 2017


Lorman Education Services

Water Industry Context ?Public Utility Concepts ?Public and Private Sector Roles ?Local and Unique Characteristics of the Water Utility Function Primary Analytical Steps in Rate Studies ?Revenue Requirements ?Cost of Service ?Rate Design Special Topics ?Financing ?Surcharges ?Fixed Costs and Variable Revenues ?Rate Differentials ?Conservation ?Affordability ?New ......

Class Format: Online / Virtual Classroom

Financial Planning 2017


Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, Maryland, United States

Anne Arundel Community College

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....

Class Format: Public Course / Instructor-Led

Financial Planning 2017


Appleton, Eau Claire, La Crosse, Madison, Wausau, Wisconsin, United States

Globe University - Wisconsin

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....

Class Format: Public Course / Instructor-Led

Financial Planning 2017


Sioux Falls, South Dakota, United States

Globe University Sioux Falls Campus

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....

Class Format: Public Course / Instructor-Led


Please be aware that some of the training program information is generated from historical archives. Program/training course content subject to change. Programs/training courses and their availability may vary depending on campus, term, and delivery method. Please consult the school directly for latest update. Please email the webmaster directly for any editorial issues.

Pages: 1 2 3 4 5 6 ...    18 pages in total

[ Workshops ] [ Online Courses ] [ Corporate Training ] [ Topics ] [ Locations ] [ Colleges ] [ Job Seekers ]

Who may also be interested in attending these Financial Planning training courses:


(Student ID: 445912) Certified Financial Planning course needed in HYDERABAD, Andhra Pradesh, India

"Hi, I, Srinivas Yanamandra, MBA finance and possessing 20+ years expertise in F&,A from various industries viz., ceramics,softdrinks,breweries,Metals,Marketing..."   2014/2/6 11:38:59 (GMT)

(Student ID: 437619) cERTIFIED FINANCIAL PLANNING course needed in patna, bihar, India

"i want a carrier in finnacial planner.so i need training in related fields...."   2013/9/4 7:43:48 (GMT)

(Student ID: 433504) financial planning course needed in cairo, egypt, egypt

"course duration &, fees
conditions for admission
availability of taking the course online..."
   2013/7/1 17:46:42 (GMT)

(Student ID: 433431) financial planning & Control Systems course needed in Riyadh, Riyadh, Saudi Arabia

"Please forward me all details...."   2013/6/30 11:55:15 (GMT)

(Student ID: 432501) Corporate Financial Planning course needed in Lagos, Nigeria, Nigeria

"One Week Traning in your traning centre..."   2013/6/6 15:13:11 (GMT)

(Student ID: 425183) BA- accounting and financial planning course needed in peterborough, ON, Canada

"ossd is all i have..."   2013/3/20 0:59:33 (GMT)

(Student ID: 417084) INVESTMENT MANAGEMENT AND PERSONAL FINANCIAL PLANNING course needed in KEMPTON PARK, GAUTENG, SOUTH AFRICA

"GOOD MORNING I WOULD LIKE TO GET MORE INFO ABOUT THE INVESTMENT MANAGEMENT AND FINANCIAL PLANNING...."   2013/1/16 4:59:52 (GMT)

(Student ID: 403755) Financial Planning Certificate course needed in Brampton, ON, Canada

"I am a CGA with BAS (Hons) from York University. I’,ll like to augument my accounting training with a Financial Planning cert...."   2012/9/13 20:58:22 (GMT)


Trace Your Feedback
Enter the submission code to check feedback of your training request ever posted.
Submission Code:

Remove Your Training Request
Enter the submission code to delete your training request ever posted in our database.
Submission Code:
    
Ask for Training
Add Courses