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FINANCIAL PLANNING schools in USA:
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Training Courses for:

FINANCIAL PLANNING

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

Total 89 training course(s) available.

Personal Financial Planning (Diploma)
Course Format: Blended
School/Trainer: Ashworth University [All Courses]
Training Center(s)/Venue(s): Norcross, Georgia, United States

Jobs & Resumes: Norcross
Houses & Roommates: Norcross

The Financial Planning Course is comprised of 19 comprehensive lessons. They are easy to follow, yet challenging and stimulating at the same time. Each lesson begins with a subject matter preview and objectives, an introductory note from your instructor and a vocabulary builder of new words and terms. Next comes the reading assignment. Practice exercises help you check and review what you’ve......

Course description>>
 

Investments in Personal Financial Planning
Course Format: Classroom
School/Trainer: UCLA Extension [All Courses]
Training Center(s)/Venue(s): Los Angeles, California, United States

Jobs & Resumes: Los Angeles
Houses & Roommates: Los Angeles

An examination of the role of various investment vehicles in meeting financial goals, securities markets and sources of information about the various instruments traded, and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; mark......

Course description>>
 

Income Taxes and Personal Financial Planning
Course Format: Classroom
School/Trainer: UC Berkeley Extension [All Courses]
Training Center(s)/Venue(s): Berkeley, San Francisco, Redwood City, Oakland, California, United States

Jobs & Resumes: Berkeley, San Francisco, Redwood City, Oakland
Houses & Roommates: Berkeley, San Francisco, Redwood City, Oakland

This course focuses on the interrelation of income tax rules and regulations and on financial planning techniques applicable to individuals, partnerships, and corporations. Topics include income, deductions, rates, and credits; sales and exchanges; real estate; tax shelters; corporations and planning vis-á-vis the individual shareholders and employees; partnerships and subchapter "S" ......

Course description>>
 

Employment Benefits and Personal Financial Planning
Course Format: Classroom
School/Trainer: UC Berkeley Extension
Training Center(s)/Venue(s): Berkeley, San Francisco, Redwood City, Oakland, California, United States

Employment Benefits and Personal Financial Planning examines retirement and other investment-oriented employment benefits available to business clients and their employees, planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of each alternative....

Course description>>
 

Personal Financial Planning
Course Format: Classroom
School/Trainer: Albers School of Business and Economics [All Courses]
Training Center(s)/Venue(s): Seattle, Washington, United States

Jobs & Resumes: Seattle
Houses & Roommates: Seattle

Objective is to expose students to the various elements involved in formulating a comprehensive financial plan. Topics included will be personal investing, education planning, retirement planning, risk management, and consumer finance....

Course description>>
 

Financial Planning & Control
Course Format: Classroom
School/Trainer: Brandeis University International Business School [All Courses]
Training Center(s)/Venue(s): Waltham, Massachusetts, United States

Jobs & Resumes: Waltham
Houses & Roommates: Waltham

Examines financial planning methodologies and tools as well as financial control mechanisms. Includes case studies using real-life examples, accounting, and financial objectives....

Course description>>
 

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