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College for Financial Planning courses
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Thanks to this program now I’m capable of compare funds based on their past, present, and future directions. I have gained the necessary confidence in the various funds and in my ability to communicate with clients.
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- Course
- Online
...Meeting Clients’ Needs Chapter 4. Selecting a Mutual Fund Module 8. Fiduciary, Ethical, and Regulatory Issues for Advisors Chapter 1. History of U... Learn about: Mutual Funds, Financial Training, IT risk...
...Meeting Clients’ Needs Chapter 4. Selecting a Mutual Fund Module 8. Fiduciary, Ethical, and Regulatory Issues for Advisors Chapter 1. History of U... Learn about: Mutual Funds, Financial Training, IT risk...
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Thanks to this program now I’m capable of compare funds based on their past, present, and future directions. I have gained the necessary confidence in the various funds and in my ability to communicate with clients.
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It’s a life changer. I’ve landed a half a million dollar account because of this new knowledge.
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- Master
- Online
- 8 Weeks
...Choose 2 Elective Courses: CCT510: Financial Statement Analysis Accounting tools applied in fundamental investment analysis are covered in this course... Learn about: Financial Training, Economic Theory, IT risk...
...Choose 2 Elective Courses: CCT510: Financial Statement Analysis Accounting tools applied in fundamental investment analysis are covered in this course... Learn about: Financial Training, Economic Theory, IT risk...
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It’s a life changer. I’ve landed a half a million dollar account because of this new knowledge.
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Each individual experience with instructors any time I had to contact them was effective, enriching and helpful. The discussions during lessons were informative because of enthusiastic participation by classmates. I believe this program took me out of my comfort zone and gave me the tools and confidence to explore the topics.
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- Master
- Online
- 8 Weeks
...with long-term financial security. Special emphasis is placed on the process of selecting an appropriate retirement plan for a given employer... Learn about: Financial Training, Retirement Plans, Financial Planning...
...with long-term financial security. Special emphasis is placed on the process of selecting an appropriate retirement plan for a given employer... Learn about: Financial Training, Retirement Plans, Financial Planning...
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Each individual experience with instructors any time I had to contact them was effective, enriching and helpful. The discussions during lessons were informative because of enthusiastic participation by classmates. I believe this program took me out of my comfort zone and gave me the tools and confidence to explore the topics.
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The CRPC® designation transformed me into a specialist rather than just a general practitioner. It is useful because specialists have an easier time marketing their services and get higher quality referrals from existing clients.
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- Course
- Online
...receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials... Learn about: Financial Training...
...receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials... Learn about: Financial Training...
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The CRPC® designation transformed me into a specialist rather than just a general practitioner. It is useful because specialists have an easier time marketing their services and get higher quality referrals from existing clients.
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- Course
- Online
...Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program... Learn about: Financial Training, IT risk, Life Insurance...
- Course
- Online
...Other Forms of Executive Compensation Module 7. Estate Planning for High Net Worth Clients Chapter 1. The Nature of Estate Planning Chapter... Learn about: Wealth Management, Financial Training, IT risk...
- Master
- Online
...Founded by the College for Financial Planning in 1972, the CFP® certification is the nation’s premier comprehensive financial planning credential... Learn about: Investment Planning, Financial Training, Tax Planning...
- Course
- Online
...Establishing Financial Goals Chapter 3. Client Attitudes Toward Money and Investing Chapter 4. Establishing an Investment Policy Statement (IPS)... Learn about: Portfolio Management, Fixed Income, Finance strategy...
- Course
- Online
...Qualified Plans Chapter 4: Plan Amendments Module 6: Administering ERISA-Compliant Plans Chapter 1: The Role of a Plan Administrator Chapter... Learn about: Retirement Plans, Contribution Plans...
- Course
- Online
...access to professors, etc. Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams... Learn about: Financial Training, Personal Finance, Use of debt...
- Course
- Online
...Introduction to Life Insurance Products History of Life Insurance Term Life Whole Life Universal Life Variable Life Variable Universal Life Joint... Learn about: Financial Planning, Life Insurance, Risk Management...
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