Financial Planning school training courses in Albuquerque, NM (public, in-house or online)

Learn how to take control of your financial future and how to make wise financial decisions. This comprehensive class provides a broad overview of the entire financial planning process. , Financial success is a choice., How to take that critical first step., How to maximize your returns and minimize risk., Asset Allocation: Investment strategies for the future., How to plan for your children’s college education., Making wise decisions before and during retirement., Protect your assets throu...

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This course introduces the financial planning profession, the concepts of the time value of money, insurance planning, and the practice of personal financial planning by professional planners. A financial calculator is required for this course.

UNM Continuing Education presents this program in partnership with Kaplan, the leading provider of financial planning education materials. Our program is designed for professionals in the brokerage, insurance, accounting, banking and related industries. The program focuses on the technical aspects, practical applications, ethics and professionalism of financial planning. Participants must have a four-year degree or equivalent work experience. Price includes all six courses required to fulfill CF...

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This course is designed to prepare students to do paraprofessional work in investment companies, banks, insurance companies, or corporations, or to be an assistant to financial planners. It does not train students for the Certified Financial Planner certification. However, comprehensive distance learning courses cover the key details of the financial planning process.

The key knowledge areas are:
Financial Planning Fundamentals
Financial Planning Skills
Retirement Planning
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Managing personal finance involves applying the principles of finance to the monetary decisions of an individual or a family. Making plans for personal finance include making a note of how the finances are obtained, spent and how much of them are saved. Personal finance also takes into account the financial risks and future life events. The best ways of managing your personal finance are gathering correct information, independently analyzing and honestly presenting the key facts.

The Exp...

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