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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: Mutual Funds, Financial Training, IT risk...
...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: 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
...Students are introduced to financial statement analysis covering cash flows, financial ratios, earnings per share, asset and liability analysis... Learn about: Cost of Capital, Portfolio Management, Capital Budgeting...
...Students are introduced to financial statement analysis covering cash flows, financial ratios, earnings per share, asset and liability analysis... Learn about: Cost of Capital, Portfolio Management, Capital Budgeting...
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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
...planning as well as insurance needs of clients. The planning process is introduced utilizing a case study and crafting necessary documents. Another couple... Learn about: IT risk, Financial Training, Retirement Plans...
...planning as well as insurance needs of clients. The planning process is introduced utilizing a case study and crafting necessary documents. Another couple... Learn about: IT risk, Financial Training, Retirement Plans...
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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
...Step 3—Processing and Analyzing Chapter 5. Steps 4,5, and 6 Module 2 – Principles and Strategies When Investing for Retirement Chapter 1. Investment Policy Chapter 2... Learn about: Financial Training...
...Step 3—Processing and Analyzing Chapter 5. Steps 4,5, and 6 Module 2 – Principles and Strategies When Investing for Retirement Chapter 1. Investment Policy Chapter 2... 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
...attempts are $100 each. Students are required to attempt the examination for their current course every 6 months in order to stay active. Full testing... Learn about: Tax Planning, Estate Planning, Financial Planning...
- Course
- Online
...online functionality, access to professors, etc. Course Topics: Students must successfully pass the course’s single final examination within one year of their enrollment date... Learn about: Asset Management, Life Insurance, IT risk...
- Course
- Online
...Forces Changing Financial Services Chapter 3. The Fiduciary Standard Chapter 4. Formal Ethical Codes and the Investment Professional Module... Learn about: Financial Training, Finance strategy, Fixed Income...
- Course
- Online
...clients’ investments to achieve their goals while minimizing investment volatility. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance... Learn about: Financial Training, IT risk, Wealth Management...
- Course
- Online
...When you enroll you will 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: Contribution Plans, Retirement Plans...
- Course
- Online
...Tax Implications of Financial Decisions Chapter 1. The Variety of Taxes Payable by an Individual Chapter 2. The Federal Tax Calculation on Form 1040 Chapter... Learn about: Use of debt, Financial Training, Personal Finance...
- Course
- Online
...The College for Financial Planning and NAIFA partnered in 2014 to create a program to help new agents acclimate to their new career. The LUTCF® program... Learn about: Financial Planning, IT risk, Life Insurance...
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