Financial Planning Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Financial Planning Certificate (FPC)




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

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CFP (Certificate)

Course Format: Classroom
School/Trainer: Temple University Center City
Training Center(s)/Venue(s): Philadelphia, United States
  V

Temple University Center City (TUCC), in partnership with Kaplan Schweser, the leading provider of financial planning and education materials, offers the Certificate in Financial Planning (CFP) Program. This program meets the challenges faced by today&,#146,s financial planning professionals in the brokerage, insurance, accounting, banking and related fields. This accelerated certificate program is designed around the demanding schedules of working professionals. The program benefits both experienced professionals seeking to advance their careers and those entering the field. The program fulfills the educational component, one of four requirements of the CFP® certification, established by the Certified Financial Planner Board of Standards Inc. This certificate is a cohort program which requires completion of all courses to earn the certificate.

Required six courses:
•Fundamentals and Ethical Considerations &, Insurance and Employee Benefits
•Investment Analysis
•Income Tax Planning
•Retirement Planning
•Estate Planning
•Capstone Case Course in Financial Planning

Managing Your Financial Life: Plan Well & Invest Wisely

Course Format: Classroom
School/Trainer: UTA - Division for Enterprise Development
Training Center(s)/Venue(s): Austin, Arlington, Houston, United States
  V

This financial management course shows you how to organize a financial life that allows you to balance living well today without sacrificing tomorrow. Students are taught how to structure their financial life so it aligns with their own priorities, and how to make adjustments as their life unfolds.
The course provides practical steps (and checklists) to manage these six areas of your financial life:
•Your 1-, 3- and 10-year goals
•Your cash flow
•Your net worth
•Insurance
•Estate planning
•When to adjust your strategy as your goals and priorities change

A booklet containing slides and a worksheet that accompanies each lesson will be given out in class.

Fundamentals of Financial Planning (Certificate)

Course Format: Classroom
School/Trainer: SMU Continuing and Professional Education
Training Center(s)/Venue(s): Dallas, United States
  V

Fundamentals of Financial Planning introduces students to the financial planning process and to the technical skills a competent financial planner must possess in order to serve his or her clients successfully. Students will learn the fundamental elements of financial planning (insurance, investments, taxation, retirement planning and employee benefits, and estate planning) and their corresponding interrelationship in providing comprehensive personal financial planning. This course explores the financial planning industry and how to develop a financial planning practice: including the current economic environment, regulation and licensing, reporting and compliance, and compensation methods. The course defines and reviews the CFP Board’s Code of Ethics and Professional Responsibility.

Financial Planning Strategies & Case Studies (Certificate)

Course Format: Classroom
School/Trainer: SMU Continuing and Professional Education
Training Center(s)/Venue(s): Dallas, United States
  V

Financial Planning Strategies and Case Studies serves as the capstone course for the financial planning certificate program. The case-study format differs from the traditional lecture format in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to insurance, investing, taxation, retirement planning and employee benefits, and estate planning. Students will develop both basic and complex comprehensive financial plans by following the six step financial planning process. Students complete individual and group work and will participate in the presentation of a comprehensive financial plan to the class. This experience will prepare students for the CFP Board’s comprehensive exam and will serve as a model for application as a professional.

Estate Planning (Certificate)

Course Format: Classroom
School/Trainer: SMU Continuing and Professional Education
Training Center(s)/Venue(s): Dallas, United States
  V

Estate Planning examines the taxation of gifts, estates, and generation skipping transfers. The course includes the calculation of the gift tax, estate tax, and generation skipping transfer tax in consideration of applicable exclusions and deductions. Students are exposed to estate planning techniques such as lifetime transfers and gifting, charitable gifting, the utilization of trusts and partnerships, and postmortem planning. The course emphasizes solving a client’s estate planning problems by providing students with the tools to develop practical strategies that focus on a client&,#146,s goals and objectives and apply current tax law in order to develop an effective estate plan.

Fundamentals of Financial Planning and Insurance

Course Format: Online
School/Trainer: Santa Clara University
Training Center(s)/Venue(s): Santa Clara, United States
  V

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&,#146,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, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.

CFP (Certificate)

Course Format: Online
School/Trainer: Santa Clara University
Training Center(s)/Venue(s): Santa Clara, United States
  V

This program was designed for students who have the discipline to self-study but are too busy to commit to a regular schedule to attend a traditional classroom program. This program also allows the student to go in as much depth on topics as they want or lightly cover the topics they already know. This variable learning method will result in students being able to successfully complete the program, in as much or as little time that they need, in order to understand the material.

Other benefits of the program include:
◾Complete the Program in Only 9 months
This assumes you will spend up to 5 hours per week online to cover the material plus 4 to 8 hours per week doing the reading assignments and homework. Students can finish the program sooner or later, it just depends on your background, experience and available time each week.
◾Flexibility to Finish Without Additional Cost
Extend access to the program without any additional charge. If you are unable to complete the program in 9 months, simply call us to extend your access for an additional 3 months, at no charge. If you need another extension, give us a call again and we’ll continue ... [Read More]

Corporate Financial Planning and Analysis

Course Format: Classroom
School/Trainer: Santa Clara University
Training Center(s)/Venue(s): Santa Clara, United States
  V

This course focuses on the firm’s finance function as a strategic resource. It explores the tools and processes used to evaluate, manage, and control the performance of business enterprises, and how to fully utilize the internal financial reporting and decision processes to enhance firm value. Substantial focus will be placed on budgeting and planning systems, variance analyses, performance measurement, compensation, and strategic decision making.

MBA in Financial Planning and Controllership

Course Format: Classroom
School/Trainer: Santa Clara University
Training Center(s)/Venue(s): Santa Clara, United States
  V

Learning Objectives
•The overall objective of this concentration is to provide students with a conceptual framework coupled with practical instruction in key business processes and practices that will enable them to apply financial principles to drive company profitability
•Develop strategy, implement tactics and build well-trained, resourceful and committed teams dedicated to the success of the business
•Establish partnerships within the organization to make Finance a strategic resource.

Specifically, after completing this concentration, a graduate should be able to
•understand and use the basic framework of the business planning process from strategic planning through annual operating plans to performance measurement

•have a basic understanding of cost management systems and how they are used in an enterprise Compute and use commonly used key business metrics and understand how they are used to analyze and drive business performance

•analyze and support supply chain operations with common business metrics and perform make-buy analysis including the implications of outsourcing and/or offshoring operations for cost opti... [Read More]

Personal Financial Planning

Course Format: Classroom
School/Trainer: Okanagan College
Training Center(s)/Venue(s): Kelowna, Oliver, Penticton, Revelstoke, Salmon Arm, Summerland, Vernon, Canada

This course introduces the tools and strategies of personal financial planning. Topics include goal setting, savings, investments, insurance, taxation, budgeting and financing.

Financial Planning

Course Format: Classroom
School/Trainer: Okanagan College
Training Center(s)/Venue(s): Kelowna, Oliver, Penticton, Revelstoke, Salmon Arm, Summerland, Vernon, Canada

This course introduces important fundamentals in the practice of financial planning. Topics include the applications of mathematics of finance in financial planning calculations, issues in contract and family law, and an analysis of government-sponsored benefit programs.

Financial Planning

Course Format: Classroom
School/Trainer: Vancouver Island University
Training Center(s)/Venue(s): Nanaimo, Canada
  V

Modeled on the Personal Financial Planning course offered by the Canadian Institute of Financial Planning in its Chartered Financial Planner program. Topics include identification of financial goals and priorities, budgeting, credit and debt, risk management, savings and investment, mortgages and buying a home, retirement planning, wills and estate planning, and preparation of a financial plan.

Resource Management and Financial Planning

Course Format: Classroom
School/Trainer: Douglas College Continuing Education
Training Center(s)/Venue(s): New Westminster, Canada
  V

This course will provide an overview various energy management tools, financing of energy management projects, and tracking performance of energy manag ement projects.

Topics will include energy accounting, utility bill analysis, monitoring, targeting, and reporting, financial analysis, measurement and verification, financing energy management projects and developing a business case, and planning energy management projects.

Financial Planning (Diploma)

Course Format: Classroom
School/Trainer: Douglas College
Training Center(s)/Venue(s): New Westminster, Canada
  V

There is an increasing need for employees skilled in financial planning at banks, credit unions and in the investment, insurance and financial planning industries. The job market requires people with recognized, specialized credentials, particularly in industries where clients rely on a trusted personal advisor. The need for financial planning professionals will continue to grow as defined pension plans disappear and government increases the age for access to government retirement programs.

Completing the PDD in Financial Planning qualifies you to challenge the Level 1 Certified Financial Planning exam. Learn financial services marketing, Canadian securities, wealth management and more.

The PDD in Financial Planning prepares you for these careers:
•Financial Planner
•Wealth Manager
•Investment Advisor
•Credit Counselor
•Financial Consultant

Personal Financial Planning

Course Format: Classroom
School/Trainer: Camosun College
Training Center(s)/Venue(s): Victoria, Canada
  V

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 for the Financial Planning Exam 1 (FPE1).

Financial Planning

Course Format: Classroom
School/Trainer: Camosun College
Training Center(s)/Venue(s): Victoria, Canada

This is an introduction to Personal Financial Planning and the issues necessary to develop and achieve long-term personal financial goals. Topics will include money management, credit worthiness, real estate, investments, insurance, wills and estate planning.

Taxation for Financial Planning

Course Format: Classroom
School/Trainer: Camosun College
Training Center(s)/Venue(s): Victoria, Canada

This course provides an introduction to personal income tax and tax planning. Topics covered include sources of income, deductions, tax credits, dividends, capital gains, retirement planning, estates and trusts, business income and capital cost allowance.

Personal Financial Planning

Course Format: Classroom
School/Trainer: St. Clair College
Training Center(s)/Venue(s): Windsor, Canada
  V

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 long-term goals. This course seeks to provide an advanced overview of the issues involved in a life cycle planning process. Additional topics covered include the time value of money, credit and ethics.

Corporate Financial Planning

Course Format: Classroom
School/Trainer: Simmons College
Training Center(s)/Venue(s): Boston, United States
  V

Focuses on solving problems and making decisions in corporate finance, frequently using cases as the context. Covers three essential strategic decisions that every business faces: investing, financing, and dividend decisions. Includes a project on an actual company with current problems as the basis of a &,#146,real-life&,#146, case analysis.

Personal Financial Planning

Course Format: Classroom
School/Trainer: Suffolk University Sawyer Business School
Training Center(s)/Venue(s): Boston, United States
  V

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 financial plan for a hypothetical client.

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