TOP 10 FINANCIAL PLANNING AND ANALYSIS COURSES IN USA

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.

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.

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.

Many small business owners find creating a budget to be an intimidating process. However, creating and maintaining a budget for your business is a crucial component of success.

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 course provides financial literacy skills to adults with intellectual and developmental disabilities. Students learn how to manage their money, calculate interest rates, using a credit card, debit card and learn how to identify fees while banking.

The course introduces you to the financial planning process and teaches you how to work with clients to set goals and assess risk tolerance.

Fundamentals of Financial Planning introduces you to the financial planning process and to the technical skills a competent financial planner must possess in order to serve clients successfully.

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material.

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.