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1.
Portfolio Management Primer course
by
University of California, Irvine
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A broad perspective on modern portfolio management with specific attention to the investment management process and investment policy statements; managing individual investor and institutional investor portfolios.
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2.
The Practice of Investor Relations course
by
University of California, Irvine
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Topics include structuring an IR program, shareholder relations, the two-dimensional role of the IR function, the position of the IR professional in the management structure, recent changes in the profession, and the impact of technological advances.
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3.
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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4.
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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5.
Retirement Planning/Employee Benefits course
by
University of California, Irvine
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Find out how to do a comprehensive retirement needs analysis. Learn how to use retirement benefits skillfully as part of a business benefit package or individual investment portfolio. Explore and compare the advantages and disadvantages of the various pla
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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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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 
