PERSONAL FINANCIAL PLANNING

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

PERSONAL FINANCIAL PLANNING
Course Format: Classroom
School/Trainer: Centre for Continuing Education, Concordia University [All Courses]
Training Center(s)/Venue(s): Montreal, Quebec, Canada
Jobs & Resumes: Montreal
Houses & Roommates: Montreal

This is a hands-on course which provides students with the necessary skills required to manage their personal wealth and plan for a secure financial future. The course is taught by certified financial planners and will explore the following topics: the advantages of RRSP and non-registered tax sheltered products that produce tax-free benefits, evaluating different kinds of insurance and benefit......

Course description>>
 

The 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......

Course description>>
 

The objective of this course is to introduce students to the fundamental principles of financial decision-making; and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing personal financial plans as well as the financial planning process applied in professional practice. Topics to be covered include the fundamental......

Course description>>
 

36 hours of California Department of Insurance continuing education credit available. This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty, and liability insurance, as well as the role insurance plays in financial and estate planning. Participants learn to integrate personal and capital insurance needs into ......

Course description>>
 

This nationally recognized Personal Financial Planning training program’s curriculum for better money management is unique because it teaches the psychological aspects of money management in addition to the practical mechanics of day-to-day living and spending. You will learn the necessary skills that will help you survive our spend, spend, spend society. This interactive online program include......

Course description>>
 

Upon successful completion of the Personal Financial Planning program, students will be able to: Assess how they manage their money on a day-to-day basis with a unique 20 question assessment and personal psychological survey. Complete a personal budget and balance sheet, the two most important financial tools that everyone needs, on a regular basis. Deal with any crisis situations that mig......

Course description>>
 

Pages:- 1 2 3
[ 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>>