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1.
Advanced Financial Planning Strategies for High-Net-Worth Clients course
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University of California, Irvine
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The objective of this course is to equip the practitioner with a variety of cutting edge planning strategies and techniques for the high-net-worth client. This course will differ from other advanced planning courses in four important ways: 1) It will prov
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2.
Cash Flow Analysis for Investors and Financial Planners course
by
University of California, Irvine
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The value of all investments is the present value of all the cash flows, which will accrue to the investor, discounted at an acceptable rate. Learn how to measure and evaluate cash flows from a wide variety of investment situations involving annuities, st
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3.
Survey of Personal Financial Planning course
by
University of California, Irvine
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Learn how to identify and quantify financial objectives, assess strengths and weaknesses, avoid costly mistakes and develop possible solutions to troubling financial issues. Gain a basic understanding of cash flow, college funding, insurance, taxation, in
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4.
Investments in Personal Financial Planning course
by
University of California, Irvine
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Gain an in-depth, working knowledge of the investments essential to a personal financial planner’s job, including security laws and regulations, time value of money, risk analysis, common stock valuation, expected rates of return, market indicators, monet
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5.
Personal Financial Planning Practicum course
by
University of California, Irvine
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This capstone course gives students the opportunity to apply the knowledge gained from course work to create a complete financial plan from the ground up. Beginning with client counseling and data gathering and culminating in the presentation and implemen
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6.
Investment Fundamentals and Portfolio Management (FIN 402)
by
University of Phoenix
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This course covers the theories and practices of investments including financial markets, risk and return, securities, asset allocation and diversification. Students will utilize analytical techniques available in the investment planning and selection pro
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7.
Introduction to Financial Management
by
Oregon State University
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Explore the issues facing a financial manager in new business ventures, small businesses and corporations. This course focuses on the role of the financial manager in business settings and explores the functions of a financial manager in financial analysi
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About this page: Listing of online and distance learning financial planning courses & training from schools & training providers. The above educational offerings may be taken from your home, including online, CD training, and self-paced courses. |
Financial Planning 
