Financial Planning Training Courses and Workshops
School(s) providing training of Financial Planning Certificate (FPC)
Total 165 training courses available around the world.
United States - United Kingdom - Canada - Australia - India
Insurance in Personal Financial Planning
Course Format: Online
School/Trainer: UCLA Extension [>>]
Training Center(s)/Venue(s): Los Angeles, United States 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>>
Investments in Personal Financial Planning
Course Format: Classroom
School/Trainer: UCLA Extension
Training Center(s)/Venue(s): Los Angeles, United StatesAn 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 [>>]
Training Center(s)/Venue(s): Berkeley, San Francisco, Redwood City, Oakland, United StatesThis 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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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, United StatesEmployment 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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Budgeting and Financial Planning
Course Format: Classroom
School/Trainer: The American University in Cairo [>>]
Training Center(s)/Venue(s): Cairo, EgyptThis course studies the concepts, methods and uses of managerial accounting information with an emphasis on planning and control in organizations. It develops: (1) an understanding of the budgeting and budgets as basic concepts employed by managers to plan and control business processes, and to achieve organizational objectives and strategies; (2) an understanding of information measurement and......
Course description>>
Personal Financial Planning
Course Format: Classroom
School/Trainer: Albers School of Business and Economics [>>]
Training Center(s)/Venue(s): Seattle, United StatesObjective 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>>
Islamic Financial Planning (Certificate)
Course Format: Classroom
School/Trainer: University of Malaya Centre for Continuing Education (UMCCeD) [>>]
Training Center(s)/Venue(s): Kuala Lumpur, MalaysiaMelalui program ini, peserta akan didedahkan kepada aspek perancangan kewangan Islam yang memberi panduan dalam membentuk kesepaduan antara aspek kewangan dan matlamat kehidupan.
Sijil Perancangan Kewangan Islam (SPKI) ini diiktiraf oleh Persatuan Perancangan Kewangan Islam Malaysia (FPAM) di mana para lulusan SPKI diberi pengecualian untuk mengikuti Modul 1 program Islamic Financial Planner ......
Course description>>
CFP (Certificate)
Course Format: Blended
School/Trainer: The Indian Institute of Financial Planning [>>]
Training Center(s)/Venue(s): Kolkata, IndiaThe main highlight of this course is the study material which has been prepared byMr. Niamatulla , who launched CFP in India....
Course description>>
Financial Planning & Control
Course Format: Classroom
School/Trainer: Brandeis University International Business School [>>]
Training Center(s)/Venue(s): Waltham, United StatesExamines financial planning methodologies and tools as well as financial control mechanisms. Includes case studies using real-life examples, accounting, and financial objectives....
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Corporate Financial Planning
Course Format: Classroom
School/Trainer: University of Alberta School of Business [>>]
Training Center(s)/Venue(s): Edmonton, CanadaAdvanced discussion of asset choice and financial structure. Supplemental case study....
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