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.
The Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning.
Learn Microsoft Excel and Corporate Finance. The five-day Financial Analyst Training program offers the most affordable and comprehensive training available for complete beginners to learn the necessary skills to become a financial analyst.
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.
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