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.

United States - United Kingdom - Canada - Australia - India

Personal Financial Planning

Course Format: Classroom
School/Trainer: Pamplin School of Business
Training Center(s)/Venue(s): Portland, United States

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.

Financial Planning for Individual Investors

Course Format: Classroom
School/Trainer: Portland Community College Community Education
Training Center(s)/Venue(s): Portland, United States

Join us for an in-depth discussion on stocks, bonds, wills and trusts, financial planning ideas and much more. Taught by a professional financial planner.

Personal Financial Planning

Course Format: Classroom
School/Trainer: The University of New Orleans
Training Center(s)/Venue(s): New Orleans, United States
  V

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 planning.

Financial Planning

Course Format: Online
School/Trainer: Franklin University
Training Center(s)/Venue(s): Beavercreek, Columbus, Delaware, Dublin, Westerville, United States
  V


Franklin University’s Financial Planning Major prepares you to be on the frontlines of this flourishing field. Our program equips you to become a personal financial advisor who can help families holistically plan their financial futures—or to specialize in a specific area, such as investments, employee benefits, insurance, or risk management.

Prepare for certification while you earn your degree

Franklin’s Financial Planning curriculum is certified by the CFP® Board, that means upon completion you’ll be eligible to sit for the CERTIFIED FINANCIAL PLANNER?CFP®) exam, the most prestigious certification in the field.

With Franklin’s Financial Planning Program, you’ll build essential skills in six fundamental areas: principles of financial planning, investment and wealth management, insurance planning and risk management, income tax planning, retirement planning and employee benefits, and estate planning. With our program, you’ll have the opportunity to master each area so you’ll be ready to competently deliver comprehensive financial plans to your future clients.

Gain experience building financial plans using tools of the tra... [Read More]

Financial Planning (Certificate)

Course Format: Online
School/Trainer: The Ohio State University Fisher College of Business
Training Center(s)/Venue(s): Columbus, United States
  V

This Online Executive Certificate in Financial Planning is offered through Fisher College of Business at The Ohio State University, in conjunction with Dalton Education, a leading provider of financial planning education materials.

The self-paced course is intended to be completed in nine months and is designed to fulfill the education requirement to sit for the CFP® Certification Examination.

Financial Planning and Control

Course Format: Online
School/Trainer: MindEdge, Inc.
Training Center(s)/Venue(s): Waltham, United States
  V

This course considers practical finance and accounting tools for decision-making within organizations. You will learn about cost benefit analysis, return on investment (ROI), fixed and variable costs, break even and CVP (cost-volume-profit) analysis, tracking and performance measures, and the Balanced Scorecard and its varied uses.

After completing this course, you&,#146,ll be able to:

Explain cost benefit analysis
Calculate return on investment and the payback period
Explain fixed and variable costs
Calculate break even and understand CVP (cost-volume-profit) analysis
Explain tracking and performance measures
Explain and calculate Balanced Scorecard measures

Certified Financial Planning

Course Format: Classroom
School/Trainer: University of Virginia School of Continuing and Professional Studies
Training Center(s)/Venue(s): Falls Church, United States
  V

Our Certificate in Certified Financial Planning is designed to provide individuals with the skills and knowledge necessary for obtaining CFP® Certification. This noncredit program is registered with the Certified Financial Planner Board of Standards, Inc. and includes seven courses that address the core competencies in financial planning, insurance, investment planning, income tax planning, retirement planning, estate planning, and ethics. The certificate in financial planning can be completed in 18 months.

Why Certified Financial Planning?

Personal financial planners assess the financial needs of individuals and assist them with investments, tax laws, and insurance decisions. Financial planners help their clients identify and plan for short-term and long-term goals. According to the Bureau of Labor Statistics, employment for those in the field of personal financial planning is expected to grow by 30 percent through 2018. Growing numbers of financial planners will be needed to assist the millions of workers expected to retire over the next decade.

Who Should Enroll?

The certificate in financial planning is ideal for finance an... [Read More]

Financial Planning (Diploma)

Course Format: Classroom
School/Trainer: RMIT Training
Training Center(s)/Venue(s): Melbourne, Australia
  V

Financial planning encompasses the state of the global economy,technologies, market developments and the introduction of compliance. Individuals wishing to provide financial advice to clients are required to meet ASIC Regulatory Guideline 146 (RG146) educational requirements. The competencies required can be gained through the undertaking the Diploma of Financial Planning or specific RG146 units relating to the area of professional practice.

Diploma of Financial Planning

Course Format: Online
School/Trainer: Open Universities Australia
Training Center(s)/Venue(s): Melbourne, Australia
  V

The Diploma of Financial Planning is designed for those who want to start a career in financial planning and those who are already working in the industry. This is a nationally recognised qualification and meets the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146), allowing graduates to offer financial planning advice and financial product advice across a range of financial product areas (Financial Planning, Life Insurance, Superannuation and Managed Investments).
Those who do not wish to attain the Diploma of Financial Planning but wish to attain qualifications in a particular area to meet the requirements of RG146 (for example to provide advice in Life Insurance only) can customise their studies by completing the Employability Specialist Knowledge Module combined with study in the relevant specialist unit.

Assessment

Online submission of assessments for all units is required via the Sydney Institute&,#146,s learning management system. There are no invigilated exams in this course.
Career Outcomes

The services of financial advisers are forecast to grow strongly over the coming years, due... [Read More]

Personal Financial Planning

Course Format: Classroom
School/Trainer: Newcastle Business School
Training Center(s)/Venue(s): Newcastle, Australia
  V

Aims to provide a broad overview of the nature and scope of individual financial planning in the Australian context. This course provides specific coverage of the major components necessary for the development of individual financial plans and the regulatory environment in which practising financial planners operate. Emphasis is market orientated and thus quantitative, supported by conceptual theory.


Objectives

1. To enable students to understand the key conceptual, methodological and regulatory considerations involving imvestment, superannuation, retirement planning, risk management and estate planning needs of individuals.
2. To compare and contrast strategies.
3. To analyse taxation implications of alternative investments and strategies.
4. To appreciate the changing financial planning environment and key issues facing the financial planning sector.


Content

Provides a broad overview of the nature and scope of individual financial planning in the Australian context. Provides specific coverage of the major components necessary for the development of individual financial plans.

CFP (Certificate)

Course Format: Online
School/Trainer: Graziadio School of Business and Management
Training Center(s)/Venue(s): Los Angeles, United States
  V

The Online Executive Certificate in Financial Planning program is 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. Students complete the program at their own pace via highly interactive content, including video introductions for each module, instructor whiteboard examples and lectures, interactive games, exercises, homework and exams.

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. This customized learning program is designed to prepare you to meet the education requirements for the CFP® Certification Examination.

Personal Financial Planning

Course Format: Classroom
School/Trainer: Western Michigan University
Training Center(s)/Venue(s): Kalamazoo, United States
  V

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 education requirements of the CFP® Certification Exam must take the following courses as electives: FIN 3600 Risk and Insurance, FIN 3720 Estate Planning, FIN 3730 Retirement Planning and Employee Benefits, FIN 4710 Applications in Financial Planning and ACTY 3240 Introductory Tax Accounting.
Requirements for this major.

Personal Financial Planning

Course Format: Classroom
School/Trainer: University of Toronto School of Continuing Studies
Training Center(s)/Venue(s): Toronto, Canada
  V

Do you have a financial plan? If not, here is the ideal course, whether you plan to hire a professional money manager or are committed to managing your own finances. Our repertoire of proven techniques will teach you how to manage your money and control your debt. We cover all the basics including: the essentials of investing, RRSPs, mutual fund management, insurance coverage and estate plans.
Learner Outcomes
Understanding of the essentials of money management
Skill at assessing your personal finances
Ability to prepare your own financial plan
Familiarity with the benefits of basic tax and estate planning

Financial Planning Workshop

Course Format: Classroom
School/Trainer: Chemeketa Community College
Training Center(s)/Venue(s): Salem, United States
  V

This is a two-night financial planning workshop with a special focus on issues for women. Course covers understanding cash flow, establishing financial goals, methods for attaining financial goals, tax planning, retirement preparation; and special issues for married, divorced, divorcing, and widowed women.

Corporate Financial Planning

Course Format: Classroom
School/Trainer: London Corporate Training Ltd.
Training Center(s)/Venue(s): London, United Kingdom
  V

To understand the role and function of management accounting
To conduct effective financial ratio analysis
To appreciate the impact of IFRS
To conduct effective investment appraisals
To execute effective financial risk management
To financially plan for mergers and acquisitions
To enhance financial management systems within the organization
To appreciate options and opportunities within capital and debt restructuring
To understand the role and impact of the Treasury function
Course content
Interpreting financial reports
Key ratio analysis ?P&L Account
Key ratio analysis ?Balance Sheet
Interpreting notes to the accounts
Trend analysis
The principles and impact of IFRS
Key principles of IFRS
The IFRS Standards
The impact of IFRS upon financial reports
Ensuring compliance
Capital composition structures
Forms of capital composition
The impact of gearing
Debt v equity
Balancing capital structures

Certified Financial Planner

Course Format: Classroom
School/Trainer: Knowledge 4 Wealth
Training Center(s)/Venue(s): Udaipur, India
  V

Career in CFP
Career prospectus for CFP Certificates
",One certificate multiple career options",
Banking
Investment Advisory services
Life & General Insurance
Mutual Funds
Stock & Security brokers
Tax Consultancy
Fund Managers / Portfolio Managers
Provides much wanted ’,credibility & competency’,

Financial Planning for Accounting Professionals

Course Format: Online
School/Trainer: University of Connecticut
Training Center(s)/Venue(s): Storrs, United States
  V

Designed for the accounting professional in the role of financial planner, this course covers all facets of a professional in financial planning practice. Topics include personal income tax planning, debt management, investment and retirement planning, risk management and insurance, and estate planning.

Financial Planning

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

This financial planning series will equip you with the skills and knowledge necessary to make sound financial decisions. Gain a firm understanding of the financial markets. Learn about the major exchanges, mutual funds, individual stocks and bonds analysis and estate planning for your financial future

Financial Planning (Certificate)

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

The financial planning profession is experiencing tremendous growth and the CFP® mark is the best-known credential. Duquesne University’s Executive Certificate in Financial Planning program is registered with Certified Financial Planning Board of Standards Inc. to fulfill the education requirements of the CFP® certification.* The program is designed for professionals in the financial field as well as career changers.
Earn Your Certificate in 9 Months

Upon successful completion of Duquesne University’s Executive Certificate in Financial Planning program, students will receive a certificate of completion from Duquesne University. Students who successfully complete the certificate program will be eligible to sit for the CFP® Certification Examination.

Graduates of the program may receive three academic credits towards a graduate degree in the School of Leadership and Professional Advancement.

Program brochure
Curriculum

An outstanding faculty presents the material in a manner that is clear and concise. The curriculum focuses on the:

technical aspects
practical application
and ethics and professionalism o... [Read More]

Financial Planning and Insurance Planning

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

This course will introduce student to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning. In addition, the course will present topics on the concepts of time, value of money, education and retirement funding, and insurance planning. A financial calculator, such as an HP 12C, is required for this course.

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United Kingdom - United States



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