Courses similar to Estate Planning (Certified Financial Planner Certification Course) (Terry College of Business)

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Executive Development Center

3,295 USD

Bryant University’s Certificate Program in Financial Planning provides the knowledge and expertise required to deliver full-service financial guidance. Designed with the working professional in mind, this comprehensive program provides the tools and information necessary to assist clients in...

On demand

Online course

3,295 USD

James Madison University

3,250 USD

A distinguishing feature of the James Madison University CFP® Certification Education Program Online is the ability to go beyond what you need to know for the CFP® Board Exam to what you need to know when you are face-to-face with clients. The Knowledge for the Real World curriculum is included...

On demand

Online course

3,250 USD

DePaul University

900 USD

Estate Planning provides an introduction to estate planning challenges, techniques and taxation. You’ll learn about wills, intestacy and tax consequences of estate planning techniques. This 11-week course is the fifth module in the Financial Planning Certificate Program and is offered throughout...

Sep 27—Dec 13, 2021

Online course

900 USD

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DePaul University

900 USD

Financial Plan Development requires the integration and application of your knowledge of financial planning topics from the previous five courses. This course will teach you to apply and communicate what you've learned through a written financial plan and oral presentation. You'll work primarily...

Sep 27—Dec 13, 2021

Online course

900 USD

DePaul University

900 USD

Retirement Planning and Employee Benefits provides an in depth exploration of two important aspects of financial planning. You’ll learn the various alternatives available in planning for retirement, including qualified and non-qualified retirement plans and social security. You’ll also study the...

Sep 29—Dec 15, 2021

Online course

900 USD

DePaul University

900 USD

Income Tax Planning provides an overview of the federal tax system, including both personal and business taxation. You’ll learn how to advise your clients about the most effective methods of maximizing their wealth by reducing the tax burden. The course also highlights the potential pitfalls,...

Sep 27—Dec 13, 2021

Online course

900 USD

DePaul University

900 USD

Fundamentals of Financial Planning provides an overview of the financial planning and insurance industry. You’ll learn the basic terminology of financial planning and develop a thorough understanding of insurance basics, risk management strategies, evaluation of client data, the concept of time...

Sep 27—Dec 13, 2021

Online course

DePaul University

900 USD

Investment Planning introduces basic investments concepts and focuses on client needs and assessments, particularly as they relate to risk tolerance and exposure. You'll learn investment fundamentals, risks and returns, valuation concepts, portfolio management, asset allocation, pricing models,...

Sep 28—Dec 14, 2021

Online course

900 USD

Booth School of Business

6,995 USD

An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes,...

Mar 20—24, 2022

5 days in Chicago, Illinois, United States

6,995 USD

Management Concepts

1,019 USD

Federal employees need to learn about their Federal retirement options. Management Concepts and the National Institute of Transition Planning (NITP) have joined forces to provide Federal employees the most comprehensive and up-to-date retirement planning seminars available. Learning...

Oct 12—14, 2021

Online course

1,019 USD

How can we help you?

For individuals

  • Analyze individual requirements
  • Provide relevant program recommendations

For corporate customers

  • Development of a customized program
  • Selection of educators with online teaching experience
  • Deployment of a customized LMS