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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
...Risk/Return: Part I Chapter 1. Definitions & Types of Risk Chapter 2. Quantitative Measures of Risk Chapter 3. Risk Reduction Methods & Strategies Module... Learn about: IT risk, Mutual Funds, Financial Training...
...Risk/Return: Part I Chapter 1. Definitions & Types of Risk Chapter 2. Quantitative Measures of Risk Chapter 3. Risk Reduction Methods & Strategies Module... Learn about: IT risk, Mutual Funds, Financial Training...
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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
...provide insight into strategic and tactical decisions that are made by analysts, managers, and consultants in the private, public, and not–for–profit sectors of the economy... Learn about: Financial Training, Economic Theory, IT risk...
...provide insight into strategic and tactical decisions that are made by analysts, managers, and consultants in the private, public, and not–for–profit sectors of the economy... 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
...Social Security, executive retirement plans and pre-retirement employee benefits to create comprehensive retirement plans that will provide your clients... Learn about: Financial Training, IT risk, Financial Planning...
...Social Security, executive retirement plans and pre-retirement employee benefits to create comprehensive retirement plans that will provide your clients... Learn about: Financial Training, IT risk, 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
...Chapter 6. Introduction to Estate Planning Chapter 7. Transferring Property by Will and Will Substitutes Chapter 8. The Federal Gift and Estate Tax Chapter... Learn about: Financial Training...
...Chapter 6. Introduction to Estate Planning Chapter 7. Transferring Property by Will and Will Substitutes Chapter 8. The Federal Gift and Estate Tax Chapter... 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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- Master
- Online
...PSI, Prometric, or ISO Quality Testing. The first attempts at each of the 5 course examinations are included as part of your enrollment. Subsequent examination... Learn about: Tax Planning, Financial Training, Financial Planning...
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- Online
...Investment Planning During Retirement Module 7. Deferred Compensation and Other Benefit Plans Chapter 1. Comparison of Qualified versus Nonqualified Plans Chapter... Learn about: IT risk, Financial Training, Asset Management...
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- Online
...Private Equity Chapter 5. Structured Products Module 8. Investments and Taxation Chapter 1. Taxes and Investments Chapter 2. General Income Tax Principles Chapter... Learn about: Portfolio Management, Finance strategy, IT risk...
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...Managing Risk in Portfolios Chapter 4. Measuring Investment Performance Module 3. Advanced Investment Products and Strategies Chapter 1. Investment Strategy Chapter... Learn about: Wealth Management, IT risk, Financial Training...
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...for businesses and their employees. How does the CRPS® Program work? The College’s professional designation programs all feature open enrollment... Learn about: Retirement Plans, Contribution Plans...
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- 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 Planning, Personal Finance, Use of debt...
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- Online
...of Money Risk Tolerance and Asset Allocation Portfolio Management Field Work Activity (prospect for/present to client Mutual Fund or Annuity)... Learn about: Financial Training, Business Plan, Risk Management...
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