Training School:
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Total 18 program(s)/course(s) available.
Financial Analysis Level II Certificate The College offers a Graduate Certificate Program in Financial Analysis Level I for students who complete the requirements of the following 3-hour courses:
FIN540 Advanced Financial Statement Analysis & Economics
FIN541 Derivatives
FIN542 Analysis of Equity Investments
FIN543 Analysis of Debt Investments
This course of study is designed for students who are interested in pursuing ......
Financial Analysis Level I CertificateThe College offers a Graduate Certificate Program in Financial Analysis Level I for students who complete the requirements of the following 3-hour courses:
ACC510 Financial Statement Analysis
FIN520 Quantitative Analysis
FIN521 Economics & Derivatives
FIN522 Equity and Debt Management
This course of study is designed for students who are interested in pursuing the CFA Institute......
Estate Planning CertificateThe College offers a Graduate Certificate Program in Estate Planning for students who complete the requirements of the following 3-hour courses:
PFP515 Estate Planning (Part I)
PFP516 Estate Planning (Part II)
PFP580 Issues & Cases in Estate Planning
PFP581 Estate Planning for Retirement Benefits
...
Retirement Planning CertificateThe College offers a Graduate Certificate Program in Retirement Planning for students who complete the requirements of the following 3-hour courses:
PFP514 Retirement Planning
PFP570 Pre-retirement Financial Planning Topics
PFP572 Qualified Retirement Plan Topics .
PFP581 Estate Planning for Retirement Benefits
...
Personal Financial Planning CertificateThe 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......
Chartered Retirement Plans Specialist (Certificate)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......
Chartered Retirement Planning Counselor (Certificate)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......
Chartered Mutual Fund Counselor (Certificate)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......
Accredited Asset Management Specialist (Certificate)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,......
Accredited Wealth Management Advisor (Certificate)Mention wealth management to your financially successful clients and they’ll have definite ideas about the real-world experience, sophisticated advice, and strategic guidance they expect from their advisor. You’ll find these topics covered in the AWMA® program. With this designation in your arsenal of knowledge you’ll be able to help clients capitalize on opportunities to preserve, grow, and tr......
Foundations in Financial Planning (Certificate)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......
CFP Certification Examination ReviewThe 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......
Estate Planning (Certificate)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......
Retirement Planning & Employee Benefits (Certificate)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, ......
Income Tax Planning (Certificate)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......
Investment Planning (Certificate)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......
Financial Planning Process & Insurance (Certificate)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 ......
CFP (Certificate)Whether you’re looking for a rewarding career or searching for a way to energize the one you already have, becoming a CERTIFIED FINANCIAL PLANNER�Professional may provide the opportunity and potential you seek.
The Colleges CFP® Certification Professional Education Program is the nations most successful program with 35+ years of experience providing financial planning education......
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