Latest 42 Training courses, certificate, diploma and degree programs: 

2017 Personal Financial Planning Courses



Personal Financial Planning


Seattle, Washington, United States

Albers School of Business and Economics

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....

Class Format: Public Course / Instructor-Led

Personal Financial Planning


New York City, New York, United States

Baruch College

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, t......

Class Format: Public Course / Instructor-Led




Personal Financial Planning (Certificate)


Albuquerque, Chicago, Oak Brook, Romeoville, United States

Lewis University

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 an......

Class Format: Public Course / Instructor-Led

Personal Financial Planning


Boston, Massachusetts, United States

Suffolk University Sawyer Business School

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......

Class Format: Public Course / Instructor-Led

Personal Financial Planning


Boston, Massachusetts, United States

Northeastern University D Amore-McKim School of Business

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......

Class Format: Public Course / Instructor-Led

Personal Financial Planning


Washington DC, District of Columbia, United States

CUA Metropolitan School of Professional Studies

This course introduces asset management in the context of setting investment objectives for pension plan assets. The course provides the necessary background on financial markets, how they are organized, and how they operate. The concepts of risk versus return and efficient markets and the impact of modern portfolio theory are presented, followed by a detailed discussion on bonds, stocks and de......

Class Format: Public Course / Instructor-Led

Personal Financial Planning


Portland, Oregon, United States

Pamplin School of Business

Provides the informational and decision-making tools needed for planning and implementing a successful personal financial program. Topics include money management models, consumer finance issues, insurance, investing, retirement and estate planning....

Class Format: Public Course / Instructor-Led

Personal Financial Planning


New Orleans, Louisiana, United States

The University of New Orleans

An examination of a broad range of topics in personal financial planning including: client interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, overview of risk management investment planning and retirement planning, special circumstances, plan integration, ethics, and the business of financial pl......

Class Format: Public Course / Instructor-Led

Personal Financial Planning (Bachelor Degree)


Kalamazoo, Michigan, United States

Western Michigan University

A personal financial planning major is comprised of 24 credit hours. This includes three required courses (9 hours) and five elective courses (15 hours). The required courses for the major are: FIN 3100 Introduction to Financial Markets, FIN 3200 Business Finance, and FIN 3510 Investment Analysis. The electives are selected in consultation with an FCL advisor. Students who plan to meet the educ......

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.

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