CFP

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

CERTIFIED FINANCIAL PLANNER
Course Format: Classroom
School/Trainer: University of Texas At San Antonio [All Courses]
Training Center(s)/Venue(s): San Antonio, Texas, United States
Jobs & Resumes: San Antonio
Houses & Roommates: San Antonio

In response to the growing need for CFP? professionals, the Center for Professional Excellence (CPE) in the College of Business at the University of Texas at San Antonio (UTSA) is proud to offer the CFP?Certification Education Program. This program is registered with the Certified Financial Planner Board of Standards, Inc. and satisfies the educational requirement to sit for the CFP?Certificat......

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......

Course description>>
 

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......

Course description>>
 

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, ......

Course description>>
 

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>>
 

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......

Course description>>
 

Pages:- 1 2 3 4 5
[ Workshops ] [ Online Courses ] [ Corporate Training ] [ Topics ] [ Locations ] [ Schools ] [ Job Seekers ]

Dear Visitor: You are strongly recommended to bookmark this page and come back later, since new course may be available anytime. Click to Proceed>>