Training Courses for:
Personal Financial Planning
Total 26 training course(s) available.
Personal Financial Planning
Course Format: Classroom
School/Trainer: University of Southern Queensland [All Courses]
Training Center(s)/Venue(s): Hervey Bay, Springfield Central, Toowoomba, QLD, Australia
Jobs & Resumes: Hervey Bay, Springfield Central, Toowoomba
Houses & Roommates: Hervey Bay, Springfield Central, Toowoomba In this course, students will be exposed to the personal financial planning environment and process. The environment covers the regulatory framework within which financial planners operate as well as their responsibilities. The process covers the various components of personal financial planning (for example, taxation, investments, credit, superannuation and retirement, insurance, social securi......
Course description>>
Personal Financial Planning Certificate (Online)
School/Trainer: College for Financial Planning [All Courses]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......
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Personal Financial Planning (Online)
School/Trainer: College of Extended Learning - UNB [All Courses]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......
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Insurance in Personal Financial Planning (Online)
School/Trainer: UCLA Extension [All Courses]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 ......
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Investments in Personal Financial Planning
Course Format: Classroom
School/Trainer: UCLA Extension
Training Center(s)/Venue(s): Los Angeles, California, United States
Jobs & Resumes: Los Angeles
Houses & Roommates: Los AngelesAn 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......
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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, OaklandThis 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-รก-vis the individual shareholders and employees; partnerships and subchapter "S" ......
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