Courses similar to Financial Planning - CFP Programs (Graziadio School of Business and Management)

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
Too many online courses?Hide online

Executive Development Center

3,995 USD

Our CFP® Board registered program satisfies the educational requirements to earn the CFP® designation upon passing the exam. Our mission is to deliver the top online curriculum, which will lead to robust knowledge and a high pass rate on the CFP® certification examination. Bryant’s Certificate...

On demand

Online course

3,995 USD

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 26—Dec 12, 2022

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 28—Dec 14, 2022

1 day in Chicago, Illinois, United States

Need help in selection the right program?

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 27—Dec 13, 2022

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 28—Dec 15, 2022

Online course

900 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. Modules are offered...

Sep 29—Dec 15, 2022

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, 2022

Online course

900 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

American Management Association

2,395 USD

Take the CBAP®/CCBA™ exam after attending this course and pass—guaranteed! Business analysis is achieving worldwide recognition as a profession in its own right. The CBAP® (Certified Business Analysis Professional™) and CCBA™ (Certification of Competency in Business Analysis™) designations are...

Sep 12—16, 2022

Online course

2,395 USD

Continuing studies

1,995 USD

Through a partnership with The Institute of Management Accountants (IMA), Duke is proud to offer the Online CMAexcel Program, a review program for the CMA certification exam put forth by the IMA. CMA® (Certified Management Accountant) is the advanced professional certification specifically...

On demand

Online course

1,995 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