The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.
DurationThis course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute 30% of the principle knowledge topics tested on the CFP® Certification Examination.
The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.
Learn how to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.
Modules included in this course:
Financial Planning Process
Financial Planning Practice Standards
Time Value of Money
Financial Statements
Cash Flow Management
Debt Management
Financing Strategies
Education Planning
Planning for Special Circumstances
Economic Concepts
Consumer Protection Laws
Disciplinary Rules and Procedures
Financial Services Regulation and Requirements
Function, Purpose, and Regulation of Financial Institutions
Practice Case
To remain competitive in rapidly evolving industries such as commercial real estate, financial services, fundraising, law, and genealogy—among others—you need to be aware of current and emerging best practices, obtain industry-standard credentials and certifications, and master changing technology.
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 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.
The University of Miami, in partnership with Dalton Education, is pleased to announce our new online Executive Certificate in Financial Planning Program. This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.
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.
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.
About Coursetakers.com
Coursetakers.com is more than a decade old course aggregator and Online course platform that helps students find courses and compare course prices from Training providers in the USA, by just submitting their inquiry through the website. Coursetakers also helps Institutes, Universities and Online Instructors market their courses, gain leads and get more students to enroll into their courses.
© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy
Online
USA
UK
India
UAE
South Africa
Canada
New Zealand
Australia
Malaysia
Singapore
Saudi Arabia
Egypt
Jordan