Financial Planning Training Courses and Workshops
School(s) providing training of Financial Planning Certificate (FPC)

Personal Financial Planning (Certificate)
Course Format: Online
School/Trainer: Gatlin Education Services [>>]
Training Center(s)/Venue(s): Fort Worth, United States

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......

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This course outlines the process for effective financial planning, including where to start, what types of budgets to prepare, and how to make budgeting a value-added activity. The objective of the course is to provide guidance for the user on how to do financial planning. Course Level: Beginner and Intermediate - The overall concepts are designed for beginners while the specific ideas on how t......

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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......

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This graduate degree program is available to students who hold a bachelor’s degree and would like to pursue a career in financial planning and counseling....

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This course explains the differences between savings and investments and also the different products available for savings. On completion of this course, you will be familiar with the differences between saving and investment, product choices available for saving. Objectives: This course explains the differences between savings and investments and also the different products available fo......

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This course provides an introduction to the process of financial planning. On completion of this course, you will be familiar with, product choice available for investment, features of various investment products and the difference between various investment products. Objectives: This course provides an introduction to the process of financial planning and helps the user understand produ......

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This course provides an introduction to taxes, primarily federal income tax. Tax planning is very important since the biggest expenditure you make in your lifetime is the money you pay in taxes. On completion of this course, you will be familiar with several legal strategies that can be used to reduce federal income taxes. Objectives: This course provides an introduction to taxes, primar......

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This course provides an introduction to the process of financial planning. On completion of this course you will be familiar with the meaning and process of financial planning, basic steps in financial planning. Objectives: This course provides an introduction to the process of financial planning and helps the user understand the meaning and process of financial planning, basic steps in ......

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This course is intended primarily for entry-level managers and other professionals who need to manage their personal finances as they embark upon careers that will increase their financial worth. The need to think about finances and plan for the future is always present and increases in importance as a person grows older. Whether you’re a novice or an expert, you’ll want to improve an......

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This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan: Establishing client- planner relationships Analyze Client Objectives, Needs and Financial Situation Developing and presenting the financial plan Implementing t......

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