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.
Gain a practical understanding of how to interpret and use internal and external financial reports to inform and influence the decision-making process. Once you know how to translate financial information, you’ll be able to apply it to your business immediately.
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 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.
A practical introduction to financial analysis from the viewpoint of the commercial credit analyst and commercial loan officer, the Analyzing Financial Statements course gives you the skills you need to effectively assess a commercial borrowers ability to repay loans.
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