The Financial planning coursework is presented in a relaxed, friendly environment where your participation and questions are welcome. The course introduces methods of gathering client data and teaches you how to work with clients to set goals.
Financial and Retirement Planning without a clear plan is like starting a journey without a map. There is also an accelerated program, with bi-weekly virtual classroom sessions, so you can complete your required education in just nine months.
Other topics include group life and health insurance plans. The Financial Planning Courses offered in your community are sponsored or hosted by local Colleges, Universities, Townships, Charitable Organizations, and Associations. We want you to always understand your financial life and feel a sense of confidence in your future-and we believe education is the foundation.
The material presented in these courses has been developed by leaders in financial education. The program is a multimedia, interactive educational experience that includes input and guidance from outstanding faculty drawn from major financial institutions in the Boston area.
Learn how to process and analyze information, construct personal financial statements, and understand a written comprehensive financial plan, including implementing, monitoring, and reviewing the plan.
Risk Management This course covers various aspects of life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning.
The course also covers communication skills, the regulatory environment, time value of money tools, and other financial planning economic concepts.
The program is self paced and students have access to the course for 21 months. All sponsors, and hosts are Non-Profit Organizations and the registration fees benefit these entities.
Instructors of these courses donate their time and knowledge to the community to give back to those who have given to them. The courses offered are strictly educational, free of sales pitches, technical language and without reference to specific financial products and services.
The Financial Planning Program consists of the following seven online courses: Using real-life examples, these courses will address complex topics and walk you through strategies to help you pursue your goals.
Online Program Financial Planning Program: Introduction to Financial Planning This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning, and estate planning.Spring Summer Fall Spring AGEC Financial Planning for Professionals x x x x AGEC Insurance & Estate Planning x x x AGEC Tax Planning x x AGEC Investment Planning x AGEC Retirement Planning x x x AGEC Financial Planning Capstone x x x x All [ ].
About this course: Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults.
The FPYA course is organized across eight separate modules within a 4-week window. Topics covered. Looking for a financial planning course online? Choose Ashworth College for affordable tuition, % online learning, and a career-focused diploma that will help you move your professional prospects to the next level.
Learn more mi-centre.comon: The Corners Parkway, SuiteNorcross,Georgia. Find an Education Program Use the form below to generate listings of institutions that have registered a financial planning curriculum that satisfies CFP Board's education coursework requirement.
CFP Board does not endorse one program over another. Financial and Retirement Planning without a clear plan is like starting a journey without a map.
We want you to always understand your financial life and feel a sense of confidence in your future-and we believe education is the foundation.
This course applies students' knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate into a prioritized comprehensive financial plan the core financial planning disciplines of.Download