Financial Planning

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

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" ......

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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....

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This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>
 

This course is designed for those who do not possess an undergraduate qualification, but who seek to pursue a postgraduate award relevant to the financial planning environment. Financial planning is an expanding area of practice for financial advisers, paraplanners, administration and support staff, risk writers, researchers and approved product list managers and public sectors. Successful stud......

Course description>>
 

The targeted skills are: �Establishing budget forecasts. �Managing the budget. �Analyzing sales reports. �Interpreting the gap between objectives and results. �Taking corrective measures....

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For financial planners, or those who wish to enter the financial planning industry, this course develops skills and knowledge to provide a range of standard financial planning services and specialist paraplanning services. This course leads to compliance with ASIC RG 146 (Tier 1). ...

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