Financial Planning school training courses in Dover, DE (public, in-house or online)

Merrimack College’s Certificate Program in Financial Planning is designed to meet the needs of all professionals and practitioners who want to expand their personal knowledge of financial planning, enhance their careers, and develop the skills and expertise necessary to serve their clients.

The Certificate Program in Financial Planning is registered with Certified Financial Planner Board of Standards Inc. Our program offers six comprehensive courses in all financial planning subject area...

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Our Financial Planning school covers the following:
Planning to Succeed
Money Management and Taxes
Savings and Consumer Credit
Consumer Purchases and Housing Decisions
Insurance
Investing Basics and Stocks and Bonds
Mutual Funds and Real Estate
Retirement and estate Planning

This course considers practical finance and accounting tools for decision-making within organizations. You will learn about cost benefit analysis, return on investment (ROI), fixed and variable costs, breakeven and CVP (cost-volume-profit) analysis, tracking and performance measures, and the Balanced Scorecard and its varied uses.

After completing this course, you’ll be able to:

Explain cost benefit analysis
Calculate return on investment and the payback period
Explain ...

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financial planning and management training courses and programs are available at la college international in Los Angeles, or it can provide customized training on your request. Please visit the official website of la college international or call 1-800-574-6428 for details.

Introduces the broad scope of financial planning as it relates to personal goals/values, as well as its role in the financial services industry. Topics include careers in financial services, management of personal financial statements, time-value-of-money analysis, calculator/computer applications, insurance, social security, house-buying strategies, investments, retirement planning, income tax and estate planning. Satisfies part of the educational requirements to sit for the CFP examination.