Latest 88 Training courses, certificate, diploma and degree programs: 

2017 Financial Planning Courses
at school(s) in New Zealand or delivered online/live/on-site/by e-learning



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

Family Financial Planning & Counseling (Master Degree) 2017


UA College of Continuing Studies

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 taki......

Class Format: Online / Virtual Classroom

Financial Planning


Colorado State University College of Business

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 re......

Class Format: Online / Virtual Classroom

Personal Financial Planning


College of Extended Learning - UNB

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 in......

Class Format: Online / Virtual Classroom

e-Financial Planning (Certificate)


DePaul University Continuing and Professional Education

DePaul’,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’,ll learn how to plan, assess and evaluate a client’,s financial future through the development of a comprehensive financial plan. ......

Class Format: Online / Virtual Classroom

Financial Policy and Planning


Philadelphia University

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....

Class Format: Online / Virtual Classroom

Fundamentals of Financial Planning and Insurance


Santa Clara University

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’,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, t......

Class Format: Online / Virtual Classroom


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.

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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)


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