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

Certified Financial Planner (CFP) Workshop

Course Format: Classroom
School/Trainer: Financial Planning Academy
Training Center(s)/Venue(s): Udaipur, INdia

We initiate an entirely new platform for disseminating Financial Planning Education to the aspiring individuals who are keen to make a career in Financial Advisory Services, the most prestigious qualification for professionals in financial services globally.

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: Office of Professional Development - NC State University
Training Center(s)/Venue(s): Raleigh, United States
  V

NC State University’s Certified Financial Planner Certification Education Program is a series of classes required to sit for the CFP® Certification Examination. NC State University has established this certificate program to give you, the financial services professional, the knowledge you need to bring your skills to the next level and grow your business. Learn practical approaches with historical background and principles associated with practicing as a Certified Financial Planner® professional.

Advanced Financial Planning

Course Format: Classroom
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India
  V

This module builds upon the foundations in Financial Planning and the knowledge requirements in Modules 2 to 5 to enable the CFP professional to construct a comprehensive Financial Plan for a client. This module covers the process of developing, recommending and executing appropriate financial planning strategies to a client and also important aspects related to ongoing monitoring and evaluation of financial plans.

Introduction to Financial Planning

Course Format: Classroom
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India
  V

This module is very comprehensive and offers a complete overview of the financial planning process and code of ethics prescribed by the FPSB, India to be followed by the financial planners. Apart from this it focuses on the Financial Mathematics and the Time Value of Money Calcualtions which form the abse of this education program. It also covers the other practical aspects of financial planning and familiarizes the students with concepts of risk management, investments products, insurance, retirement products, tax and estate planning, which are covered in greater detail in the subsequent five modules.

Taxation Aspects of Financial Planning and Wealth Management

Course Format: Classroom
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India

BIFM Society for Education and Research is running a training course/program about Taxation Aspects of Financial Planning and Wealth Management, or has provided such training courses/programs before. Please visit the official website of BIFM Society for Education and Research to check the availability of this course.

Post Graduate Diploma in Financial Planning and Wealth Management

Course Format: Classroom
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India
  V

The Post Graduate Diploma in Financial Planning and Wealth Management(PGD-FPWM) program of BIFM is designed in such a way that it ensures the development of entrepreneurial spirits in the students. The focus is more on real-life situations than mere pedantic teaching in the classroom. At BIFM, emphasis is laid on familiarizing the students with latest global trends in the field of Financial Planning and Wealth Management and also in developing communication and presentation skills aided by live case study and project based teaching methodology.

We understand that such a practical program cannot be taught judiciously only through theory based lectures, hence, at BIFM, the program is taught by a team of industry practitioners and senior academicians with extensive industry experience and with relevant academic exposure. Together, they will have the authority on the subject to efficiently and successfully deliver such a demanding curriculum.

The institute adopts contemporary tools of presentation with traditional lecture methods. This helps our students in comprehending multi-dimensional topics of study with an ease.

Personal Financial Planning

Course Format: Classroom
School/Trainer: Tulane University School of Continuing Studies
Training Center(s)/Venue(s): Biloxi, Harahan, Madison, New Orleans, United States
  V

While laws and values continue to change, the abilities to analyze, evaluate and make decisions remain central to building financial security. The course develops these abilities and considers the skills to look for in selecting competent bankers, brokers, accountants, insurance and real estate professionals.

Financial Planning and Control

Course Format: Online
School/Trainer: Delaware State University Adult & Continuing Education
Training Center(s)/Venue(s): Dover, 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’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

Target Audience: This course is designed for adult learners and/or non-financial managers.

Level/Prerequisites: Introductory/No Prerequisites

Estimated time to complete: 3-5 hours

Personal Financial Planning

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

The personal financial planning emphasis curriculum prepares students for successful completion of the Certificate in Financial Planning offered by the Certified Financial Planning Board of Standards, as well as for the entry-level positions in the financial services industry.
Learning Outcomes/Objectives

Students will demonstrate the ability to solve time value of money problems including solving for future value, present value, annuity amount, interest rate, and number of periods. Students will demonstrate the ability to use financial statements to describe strengths and weaknesses of a company.
Students will demonstrate the ability to apply discounted cash flow (DCF) analysis to capital budgeting decisions. Specific applications include the ability to solve for net present value (NPV) and internal rate of return (IRR) and use NPV and IRR to make capital budgeting decisions.
Students will demonstrate knowledge of the functions of the Federal Open Market Committee (FOMC) in regards U.S. monetary policy. In addition, students will demonstrate familiarity with the major laws and regulations impacting financial markets and securities.
S... [Read More]

Personal Financial Planning

Course Format: Classroom
School/Trainer: Marriott School
Training Center(s)/Venue(s): Provo, United States

Financial decision making for households: income tax, retirement and estate planning, investment strategy, portfolio management, and personal risk management. Business interests affecting personal finances.

Personal Financial Planning

Course Format: Classroom
School/Trainer: Virginia Wesleyan College
Training Center(s)/Venue(s): Norfolk, United States

Introduces the principles of individual financial planning. Topics include goal setting and decision making, career planning, saving and investing, credit, and insurance.

FINANCIAL PLANNING FOR WOMEN

Course Format: Classroom
School/Trainer: WEA
Training Center(s)/Venue(s): Adelaide, Australia

Understanding and planning your finances gives you choices in life. Learn the language of investment, how to plan, budget and invest your money. Our tutor is a financial planner.

Smart Money

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

Do you really understand the keys to a successful investment strategy? To most people, investments and the principles of creating wealth remain a mystery. Discover the magic of compound interest and the value of a long-term investment strategy. Understand the differences between share and property investments. Learn about managed funds and why superannuation is important. Case studies will explore Negative Gearing and Salary Sacrifice. Remember Smart Money Makes Money! Our lecturers are qualified financial Planners.

Financial Planning for Unmarried Couples and Singles

Course Format: Classroom
School/Trainer: Washtenaw Community College
Training Center(s)/Venue(s): Ann Arbor, United States
  V

Unmarried couples and singles are not automatically protected by the same financial laws pertaining to married couples. Do you have strategies in place to protect your assets as an unmarried couple or as a single person? This course will provide insight for unmarried couples and singles into how to strategize for your financial future. Topics will include: identifying financial goals; investing; budgeting; retirement planning; funding education; income planning in retirement; and protecting assets, income, and quality of life. A key focus will be planning issues in the event of the death or disability of a loved one or partner.

International Finance: Financial Planning and Forecasting

Course Format: Classroom
School/Trainer: Touro College
Training Center(s)/Venue(s): New York City, United States
  V

Focuses on the topics of foreign exchange management, exchange rates, international capital budgeting, international tax planning and financing of foreign trade. Learners explore key financial concepts: international investments and capital flows, trade deficits, futures, options, and currency swaps.

Strategic Planning and Financial Management

Course Format: Classroom
School/Trainer: MidAmerica Nazarene University
Training Center(s)/Venue(s): Kansas City, United States
  V

Introduces the concept of a strategic plan and the importance of linking this with an organization’s mission and ethos. Basic principles associated with program, project, and service line fiscal management, price-setting budget preparation, cost-benefit/break-even analysis, managed care contracting, and interpreting financial ratios are discussed and applied. Emphasis is placed on acquiring a financial vocabulary to communicate with various stakeholders. Financial reports such as balance sheets, budgets forms, and expense reports are studied and formulated. Staffing models and the staffing quality equations are analyzed for the purpose of projecting human resources requirements.

Financial Planning

Course Format: Classroom
School/Trainer: Marywood University
Training Center(s)/Venue(s): Scranton, United States

The study of finance blends concepts from Accounting, Economics, and Statistics into the course work composed of Investment and Portfolio Management, Advanced Topics in Financial Planning, Personal Financial Planning, Money and Banking, and Financial Management.

Financial Planning and Wealth Management (Certificate) (Diploma) (Master Degree)

Course Format: Classroom
School/Trainer: Manchester Metropolitan University
Training Center(s)/Venue(s): Manchester, United Kingdom
  V

This programme has been developed with the Institute of Financial Planning and you examine the core components of wealth management, including investment advice, private banking, financial planning and tax advisory services.

You study the concepts and techniques of behavioural finance, with particular focus on the design of financial products and investment portfolios, and develop an understanding of ethical, compliance and corporate governance. Aspects of marketing relevant to financial services will be explored from both strategic and tactical perspectives.

A Postgraduate Diploma is awarded on successful completion of the taught units. To achieve the MSc you must also complete a project-based dissertation or consultancy-style piece of research.

Financial Planning and Business Management (Certificate) (Diploma) (Master Degree)

Course Format: Classroom
School/Trainer: Manchester Metropolitan University
Training Center(s)/Venue(s): Manchester, United Kingdom
  V

The units you study are informed by award you choose. All students do units in: third generation financial planning and professional practice management. PGDip and MSc students also study a unit in developing professional practice and MSc students also do the dissertation.

The topic of the dissertation is chosen by you in consultation with your supervisor. Normally, it is centred on work-based research undertaken by you into a complex managerial or business issue. You can choose either an action learning approach, that takes a reflective approach to the examination of issues that need to be addressed, or a consultancy approach, where you seek to answer distinct research questions triggered by an issue of strategic or operational importance to a specific client organisation.



Developing Professional Practice

Using a project management approach, this unit has been designed to help you to develop the professional and academic skills required to carry out business research. The curriculum provides a framework that will be adapted to suit your needs and the demands of processes that need to be pursued to ensure the validity and reliability of bus... [Read More]

Personal Financial Planning (Certificate)

Course Format: Classroom
School/Trainer: Kansas State University
Training Center(s)/Venue(s): Manhattan, United States
  V

Kansas State University’s personal financial planning certificate program is a CFP Board-Registered Program, offered through the School of Family Studies and Human Services . Accurate and timely information in the key area of financial planning will be provided, in addition to meeting the educational requirements of CFP Board, qualifying students to sit for the CFP® Certification Examination.

K-State’s certificate in personal financial planning is unlike any other program in the country. The majority of programs registered with Certified Financial Planner Board of standards Inc. either require in-class attendance or they rely on self-study materials. The K-State program offers students an opportunity to combine self-study with a mentoring classroom-type experience. The program is offered totally online.

The certificate in personal financial planning is available for 18 hours of graduate credit. The program consists of six courses: Fundamentals of Financial Planning, Insurance Planning for Families, Investing for the Family´s Future, Personal Income Taxation, Retirement Planning Employee Benefits and the Family, and Estate Planning for Families. Students hav... [Read More]

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