Courses similar to Fundamentals of Financial Planning and Insurance Planning (DePaul University)

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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

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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

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

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

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

Graziadio School of Business and Management

3,195 USD

Fulfill the Education Requirement Necessary to Attain Your CFP® The Certified Financial Planner™ certification (CFP) is the credential consumers recognize, respect, and demand when choosing a financial planner. Pepperdine Graziadio, in partnership with Dalton Education, offers three programs...

On demand

Online course

3,195 USD

E. J. Ourso College of Business

4,795 USD

Guarantee to Pass™ CFP® Education and Review Program Bundle the Virtual Classroom courses with Dalton Education’s Guarantee To Pass™ review course for a money-back guarantee on passing the CFP® exam. Features Instructor-led, live-online classes that are recorded for future viewing ...

On demand

Online course

4,795 USD

Fitch Learning

2,526 USD

The overall goal of this two-day workshop is for participants to understand the key components of an insurance company's financial statements to appreciate how these might vary according to the accounting standard used, and to learn to use a few key ratios to analyse financial strength. The...

Nov 29—30, 2021

Online course

2,526 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