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 (Master Degree)

Course Format: Online
School/Trainer: K-State Division of Continuing Education
Training Center(s)/Venue(s): Manhattan, United States

The Personal Financial Planning master’s degree incorporates macro and microeconomics, finance, financial planning ethics, computer applications of financial data, and counseling skills.

Upon completion of the curriculum, students will earn a Master’s in Family Studies and Human Services degree with an emphasis in Personal Financial Planning and be eligible to sit for the CFP® Certification Examination. The degree also fulfills the educational requirement for these designations: Registered Financial Consultant, Registered Financial Associate, Certified Retirement Counselor, and Accredited Financial Counselor.

Financial Planning & Wealth Management

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

If you are looking for a program in financial planning that will prepare you not only for a successful career in the area of financial services and wealth management, but also prepare you for a life that is rich, rewarding and fulfilling, we invite you to join our dynamic team of teachers and learners in an exciting journey to realize your potential and fulfill your promise.

Jamestown College Financial Planning & Wealth Management Distinctions

Jamestown College offers one of the only four-year programs in Financial Planning & Wealth Management in the region. Our program will prepare you for diverse opportunities in investments, banking, insurance, and other financial planning-related careers. Complimentary programs in business and business-related concentrations allow you to tailor your individual program of study to suit your particular needs, interests, and career aspirations. Distinctions of the Jamestown College Financial Planning & Wealth Management include:

Classes taught in the new state-of-art Unruh and Sheldon Center for Business and Technology
Specialized accreditation by the International Assembly for Collegiate Business Education (I... [Read More]

Financial Planning

Course Format: Classroom
School/Trainer: Humber College Continuing Education
Training Center(s)/Venue(s): Toronto, Orangeville, Canada

This course, followed by the Financial Planning Course 2, is meant to assist students in preparing for financial planning careers in the financial services industry. On completion of both courses, students will be eligible to sit an examination set by the Canadian Securities Institute Global Inc. (CSI) for licensing purposes. In the first course, students will become familiar with the financial planning process. Furthermore, they will learn about budget and savings planning, borrowing and mortgages, and how investments and taxes impact financial planning. Insurance planning is another key component in financial planning and so this will be examined together with the broader concept of risk management. Upon successful completion, student will be able to implement best practices in budgeting, borrowing, constructing and analyzing personal financial statements.

Financial Planning (Certificate)

Course Format: Classroom
School/Trainer: Humber College
Training Center(s)/Venue(s): Toronto, Orangeville, Canada

Humber’s Financial Planning program provides students with a broad range of financial, business and soft skills, plus the opportunity to earn the licenses and designations that financial institutions are looking for in the ­professionals they hire. In addition to emphasizing business knowledge and skills in the financial area, courses also teach leadership, communications, mentoring and management.

Program faculty are chosen for their expertise and experience in the financial services sector, and many continue to work in the industry.


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

Financial Management
This introductory course is designed to expose students to financial issues and concerns of general managers in modern business. Focusing on how to use financial management to make decisions, this course provides students with all of the practical skills needed to succeed in business. Content includes examples of how Canadian companies adapted financial policies to recent financial crisis; as well as coverage of such topics as break-even analysis, shareholder value and financial statement.

Strategic Analysis
This course is designed to expose students to the issues and concerns of general managers in modern business. The course content builds on foundation concepts from the Introduction to Management course. Using case studies, students will analyze corporate strategies focusing on opportunities and problems in the context of the external and internal environments of companies. Important element of the analysis is how managers make strategic decisions for the success of the organization.

Manage Budgets and Financial Plans

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

In this session, participants will gain the knowledge and skills to undertake financial management within a work team in an organisation.

You will learn to;

Ø plan and implement financial management approaches

Ø supporting team members involved in aspects of financial operations

Ø monitoring and controlling finances

Ø reviewing and evaluating effectiveness of financial management processes in line with the financial objectives of the work team and the organisation

Financial Planning

Course Format: Classroom
School/Trainer: CSI
Training Center(s)/Venue(s): Montreal, Toronto, United Kingdom

The Financial Planning I (FP I) course is designed to help you deliver the most effective financial plan analysis to your valued clients, based on their personal requirements and provides you with comprehensive knowledge about financial planning. Upon successful completion, you will be able to implement best practices in budgeting, borrowing, constructing and analyzing personal financial statements.

What’s more, completing the FP I puts you one step closer to earning the new Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice - CSI’s newest industry-leading credentials.

Who Should Enrol
The FP I is designed for individuals with experience in the financial services field, interested in pursuing the new Certificate in Financial Services Advice or the Personal Financial Planner (PFP) designation. These individuals have likely completed the Canadian Securities Course (CSC)® or the Investment Funds in Canada (IFC) course and are looking to progress their career in financial planning.

Financial Planning Supplement

Course Format: Classroom
School/Trainer: CSI
Training Center(s)/Venue(s): Montreal, Toronto, United Kingdom

Gain in-depth advanced financial planning expertise. The WME-Financial Planning Supplement includes business and family laws knowledge contained within the Professional Financial Planning Course (PFPC) that is not in the Wealth Management Essentials (WME) course. By enrolling you’ll enhance your financial planning skills while working toward the educational requirements for the CFP?designation

Financial Planning (Master Degree)

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

This course provides you with a comprehensive study into the various legal, ethical and technical aspects of financial planning. There will be extensive coverage in the areas of taxation, superannuation and retirement, estate planning, risk management and insurance, financial plan construction, portfolio management and derivative securities.


Course Format: Classroom
School/Trainer: Benjamin Franklin Institute of Technology
Training Center(s)/Venue(s): Boston, United States

A study of the economic system in today’s world: economic principles, money and
banking, investments, insurance, risk management, real estate and other related
subjects of interest. The course will provide a framework for personal economic
planning and effective economic decision-making.

Financial Planning & Control

Course Format: Online
School/Trainer: BPP Professional Education Professional Development Division
Training Center(s)/Venue(s): Birmingham, Bristol, Cambridge, Cardiff, Glasgow, Edinburgh, Leeds, London, Manchester, United Kingdom

The following Interactive presentation aims to provide an understanding of financial planning & control under management accounting.

Learning Outcomes: By the end of the presentation you will be able to:

Describe cost behaviour: variable, fixed, semi-variable and stepped fix
Illustrate job, batch and process costing
Define and explain costing terms including cost centre and standard costs
Explain how overheads can be apportioned over different departments of a business
Explain why conventional overhead analysis could be misleading
Describe the functions of budgets
Explain how cash budgets (cash flow forecasts) are produced


Course Format: Classroom
School/Trainer: ACE School for professional studies (College Of Financial Planning)
Training Center(s)/Venue(s): Hyderabad, INDIA

Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification is the most recognized, prestigious& sought after certification in the area of personal finance, wealth management& investment advisory profession across the globe & is rated as the ",Gold Standard", by the `Wall street journal`.

Why earn CFPCM Certification?

The CFPCM Certification opens up the world of opportunities like never before in the Financial services sector namely Banks, Wealth management & financial planning companies, Insurance companies Asset management companies, Financial KPOs .

Transformation from Financial Chemist To Financial Doctors

In India there are more than 50 charter members the biggest in the financial services industry endorsed CFP Certification and are committed to giving preference to CFPCM Certificants in their recruitments

Enhanced Social & professional Status by joining the league of professionals.

Benefits of CFPCM Certification

Enhanced career and employment opport... [Read More]

Executive Certified Financial Planning (CFP)

Course Format: Online
School/Trainer: University of Nevada, Las Vegas
Training Center(s)/Venue(s): Las Vegas, United States

The Online Executive CFP® Certification Education program is an independent, self-study, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may be completed in more or less time, depending on a student’s schedule. 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 is appropriate for anyone who cannot attend a regularly scheduled class or is a disciplined, self-study student. Access to the course materials can be extended in three-month increments at no additional charge. You can continuously extend your online access until you’ve completed the program requirements. At enrollment, you are given nine months access, with the option for unlimited free extensions. This is an online, self-study program, there is no instructor. You have five (5) business days to request a full refund from Dalton Education. Students who enrolls online, will receive their login info... [Read More]

Financial Planning (Certificate)

Course Format: Classroom
School/Trainer: Professional Development Center of The University of Texas at Austin
Training Center(s)/Venue(s): Austin, Dallas, Houston, San Antonio, United States

Deliver comprehensive financial planning services with an emphasis on high-quality client service
Satisfy the educational requirements needed to sit for the national CFP® certification examination
Strengthen your professional network
Earn a certificate in financial planning from The University of Texas at Austin
Insurance professionals can complete their state required continuing education credits through these courses (contact the Coordinator for more information)

Financial Planning (Certificate)

Course Format: Classroom
School/Trainer: University of New Mexico Division of Continuing Education
Training Center(s)/Venue(s): Albuquerque, United States

The financial planning field is experiencing tremendous growth as both experienced financial professionals and newcomers enter the market. Increased demand for financial planners is expected to continue, making this field a popular career choice. This 9- month certificate program provides students with a strong foundation of professional knowledge about financial planning theory, concepts, and practice. Students pay one price for the full six-course program. The program consists of the following important course topics:

Receive an introduction to the financial planning profession, to include the concepts of the time value of money, insurance planning, and the practice of personal financial planning by professional planners.

Investment Analysis and Portfolio Management
Study risk return, debt and equity securities, and options and futures contracts. Use a portfolio project to evaluate financial investment alternatives. Study important investment strategies and valuation models to understand basic investment principles and practices.

Taxation of Persons, Property and Other Entities
Examine the federal income tax system, with particular em... [Read More]

Financial Planning and Management for Business

Course Format: Classroom
School/Trainer: UC Riverside Extension Center
Training Center(s)/Venue(s): Riverside, United States

Learn what records you need to keep, how to do your own bookkeeping and use your records as a management tool. This course provides a broad understanding of budgeting and financial planning including inventory control, cash flow management, end of month summary procedures, accounts payable, accounts receivable, cash receipts, cash disbursements, profit and loss controls, internal controls and back-up needed for tax deductions

CFP (Certificate)

Course Format: Classroom
School/Trainer: Knowise Learning Academy India Pvt Ltd
Training Center(s)/Venue(s): Bangalore, India

CFPCM Certification Education program Syllabus
Module 1: Introduction to Financial Planning
Module 2: Risk Analysis and Insurance Planning
Module 3: Retirement Planning & Employee benefit
Module 4: Investment Planning
Module 5: Tax Planning & Estate Planning
Module 6: Advanced Financial planning
CFPCM Certification Pathway

Regular Education Program:
A candidate should be 10th pass,
He has to clear Module II, III, IV, V and VI i.e. Exam 1 to 5.
A candidate may complete the experience criteria (3 Years of experience for Graduates & 6 Years for Non-Graduates) pre or post appearing Exam 5.
Sign Declaration for adherence to FPSB India’s Code of Ethics & Rules of Professional Conduct
Candidate is Authorized by FPSB India to use CFPCM Marks i.e CERTIFIED FINANCIAL PLANNERCM, CFPCM

Financial Planning & Wealth Management

Course Format: Classroom
School/Trainer: Skyline Business School
Training Center(s)/Venue(s): New Delhi, Gurgaon, India


•Intro to Financial Planning
•Risk Mgmt & Insurance Planning
•Investment Planning
•Retirement Planning
•Tax & Estate Planning


•Construction of financial plans
•Equities & Mutual funds
•Portfolio Management
•Capital Markets
•Commodities & Derivatives

Personal Financial Planning

Course Format: Online
School/Trainer: Professional Career Development Institute
Training Center(s)/Venue(s): Norcross, United States

Our Financial Planning school covers the following:
Planning to Succeed
Money Management and Taxes
Savings and Consumer Credit
Consumer Purchases and Housing Decisions
Investing Basics and Stocks and Bonds
Mutual Funds and Real Estate
Retirement and estate Planning

Personal Financial Planning

Course Format: Classroom
School/Trainer: Potomac College
Training Center(s)/Venue(s): Washington DC, United States

This course discusses the principles of risk management with particular emphasis on the use of insurance
as an effective risk transference mechanism to combat risk. This course presents the basics of life,
disability, health, automobile, homeowners and liability insurance and underscores the critical elements
found in all of these contracts. Policy comparison needs analysis and product recommendation is the focal
points of discussion in helping clients determine their insurance needs.

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Find Financial Planning training courses, certificates, diplomas and degrees in Countries:

Australia - Canada - India - Indonesia - Ireland - Malaysia - New Zealand
Pakistan - Philippines - Singapore - South Africa - United Arab Emirates
United Kingdom - United States

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