Finance Online/Live Training Courses
School(s) providing online training for Finance Knowledge,Skills and Tools

Retirement Planning & Employee Benefits
Course Type: Online
School/Trainer: College for Financial Planning [>>]
Training Centers: Greenwood Village,United States

With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This fourth course covers all the major retirement-related issues: retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, ......

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Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional and broadens your opportunities to do business. This third course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation i......

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In the second course you’ll learn about the wide variety of investment vehicles that may be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. Having the knowledge to choose the right investments is essential for implementing your clients�financial plan......

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The program’s first course begins with a presentation of the basics that form the foundation of knowledge you need as a working financial services professional. The financial planning process and time value of money concepts are covered, as are the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and ......

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Whether you’re looking for a rewarding career or searching for a way to energize the one you already have, becoming a CERTIFIED FINANCIAL PLANNERâ„?Professional may provide the opportunity and potential you seek. The College’s CFP® Certification Professional Education Program is the nation’s most successful program with 35+ years of experience providing financial planning education......

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An introduction to fundamentals of finance in new ventures and/or high growth technology-driven businesses. Students will learn how to interpret and analyse financial statements and develop pro-forma financial statements. The course will enable students to enhance their knowledge of sound principles of finance and alternative sources of finance. They will learn about venture capital financing a......

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Introduces the theory of money, history of monetary systems, deposit creation, central and commercial banking, monetary policy and foreign exchange. ...

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The objective of this course is to introduce students to the fundamental principles of financial decision-making; and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing personal financial plans as well as the financial planning process applied in professional practice. Topics to be covered include the fundamental......

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The purpose of the course is: to get students to become familiar with the fundamental logic of corporate financial decision making; to expand students’ knowledge of the basic concepts and tools of financial decision making; and to apply the concepts, tools and logic in making decisions with regard to portfolio choice, capital expenditure, capital structure, dividend policy and in ot......

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This course examines the identification, measurement, recording, and communication of financial information for decision-making. On completion of this course, students should be able to: Identify and apply the concepts, conventions, and generally accepted accounting principles which underlie financial accounting and reporting. Record business transactions in the accounting records and prep......

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