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

Personal Financial Planning Certificate
Course Type: Online
School/Trainer: College for Financial Planning [>>]
Training Centers: Greenwood Village,United States

The College offers a Graduate Certificate Program in Personal Financial Planning for students who complete the requirements of the following 3-hour courses: PFP510 Financial Planning Process and Risk Management PFP511 Insurance PFP512 Investment Planning PFP513 Income Tax Planning PFP514 Retirement Planning PFP515 Estate Planning (Part I) PFP516 Estate Planning (Part II) This cour......

Course description>>

 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics: Types & Characteristics of Retirement Pla......

Course description>>

 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics: The Retirement Planning Process & Meeting......

Course description>>

 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics: Introduction to Mutual Funds Open- & Cl......

Course description>>

 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics: The Asset Management Process Investors,......

Course description>>

 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition and materials covering the following topics: The Financial Planning Process Financial......

Course description>>

 

The College for Financial Planning offers the most successful Online Review sessions facilitated by highly trained instructors, with the most difficult concepts explained in visuals presented on your PC. These sessions allow you to review all the topics covered on the CFP® Certification Examination and highlight updated tax laws. Online Review session includes: 48+ hours of instructor-l......

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Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M......

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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......

Course description>>

 

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