Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations.
Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations.
Gain practical experience utilizing data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements.
You'll Walk Away with
An understanding of the fundamentals of financial planning
Practical experience using data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements
Ideal for
Students interested in satisfying the educational requirements for eligibility to sit for the CFP® Certification Examination
Those interested in a career in financial planning
Since its founding in 1831, NYU has been an innovator in higher education, reaching out to an emerging middle class, embracing an urban identity and professional focus, and promoting a global vision that informs its 20 schools and colleges.
Today, that trailblazing spirit makes NYU one of the most prominent and respected research universities in the world, featuring top-ranked academic programs and accepting fewer than one in eight undergraduates.
Anchored in New York City and with degree-granting campuses in Abu Dhabi and Shanghai as well as 12 study away sites throughout the world, NYU is a leader in global education, with more international students and more students studying abroad than any other US university.
NYU students come from nearly every state and 133 countries, and the university draws upon the diverse backgrounds of our faculty, staff, and students, ensuring its scholarship and teaching benefit from a wide range of perspectives.
NYU takes seriously its role as an engine of social mobility, and stands out among the top US universities in its representation of low-income and first-generation students within its community.
Now among the largest private universities in the US, NYU provides a rigorous, demanding education to more than 65,000 students and undertakes $1 billion in research annually.
It counts among its faculty recipients of the highest scholarly honors and is a top producer of patents and revenue from licensing among US universities. NYU has a vast network of alumni who have gone on to succeed across professions, from the sciences to the arts and government, throughout the world.
clients define and achieve their objectives during and beyond their lifetime. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax and federal estate tax.
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.
This course provides more advanced, useful information on topics such as forecasting, budgeting techniques, corporate statements, and the use of common stock and debts for capitalization. Ideal for middle managers, small business owners, and entrepreneurs.
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.
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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