CFP

at school(s) in New Zealand or delivered online/live/on-site/by e-learning

Personal Financial Planning Workshop (Diploma)
Course Format: Classroom
School/Trainer: Waikato Management School, University Of Waikato [All Courses]
Training Center(s)/Venue(s): Hamilton, New Zealand
Jobs & Resumes: Hamilton
Houses & Roommates: Hamilton

Introduction The Postgraduate Diploma in Personal Financial Planning (PFP) is a specialist programme designed to meet the tertiary education requirements for Certified Financial Planner (CFP) status from the Institute of Financial Advisors (IFA). It is a professional postgraduate qualification designed for working professionals with experience in the finance industry. There are cu......

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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......

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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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