Financial Planning
Based in United States

Investments in Personal Financial Planning
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: UCLA Extension
An examination of the role of various investment vehicles in meeting financial goals, securities markets and sources of information about the various instruments traded, and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; mark......
Training Center: Los Angeles, California, United States
 

Income Taxes and Personal Financial Planning
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: UC Berkeley Extension
This course focuses on the interrelation of income tax rules and regulations and on financial planning techniques applicable to individuals, partnerships, and corporations. Topics include income, deductions, rates, and credits; sales and exchanges; real estate; tax shelters; corporations and planning vis-á-vis the individual shareholders and employees; partnerships and subchapter "S" ......
Training Center: Berkeley, San Francisco, Redwood City, Oakland, California, United States
 

Employment Benefits and Personal Financial Planning
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: UC Berkeley Extension
Employment Benefits and Personal Financial Planning examines retirement and other investment-oriented employment benefits available to business clients and their employees, planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of each alternative....
Training Center: Berkeley, San Francisco, Redwood City, Oakland, California, United States
 

Personal Financial Planning
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: 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....
Training Center: Seattle, Washington, United States
 

Financial Planning & Control
Course Format: TBA (Public/Open Enrollment or In-House)
Trainer: Brandeis University International Business School
Examines financial planning methodologies and tools as well as financial control mechanisms. Includes case studies using real-life examples, accounting, and financial objectives....
Training Center: Waltham, Massachusetts, United States
 

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