This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.
DurationGet clued into the financial planning process and the financial services industry. This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.
Leading provider of financial education and exam prep products: Securities Licensing, Insurance Licensing and Continuing Education, CFP(R) certification.
Learn and apply skills to develop impactful client-planner relationships by helping clients create and achieve financial goals and optimal well-being. As a participant, you will apply counseling, communication, and psychological insights to the financial planning process when working with clients.
Management can be summarized as the process of making informed decisions in three key areas: investment, financing and operations.
In this 5-day financial analyst program, you'll master Excel, review corporate finance and financial accounting concepts, and build a comprehensive valuation model on a public company.
This certification is comprised of two courses: Structuring Leveraged Buy-Outs and LBO Modeling. It will provide participants with the framework to identify appropriate candidates for leverage, build a model to demonstrate the impact of debt on the financials, and the skills to structure.
The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.
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