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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
...Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment... Learn about: Mutual Funds, Financial Training, IT risk...
...Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment... 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
...credit analysis, and accounting disclosure. This is a case-based course in which students will select a publicly-traded company to analyze throughout the... Learn about: Cost of Capital, Corporate Finance, IT risk...
...credit analysis, and accounting disclosure. This is a case-based course in which students will select a publicly-traded company to analyze throughout the... Learn about: Cost of Capital, Corporate Finance, 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
...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: Planning Process, Retirement Plans, Financial Planning...
...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: Planning Process, 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
...online functionality, access to professors, etc. Students must successfully pass the course’s single final examination within one year of their enrollment date... Learn about: Financial Training...
...online functionality, access to professors, etc. Students must successfully pass the course’s single final examination within one year of their enrollment date... 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
...Module 1. The Asset Management Process Chapter 1. The Asset Management Process Chapter 2. Establishing an Investment Policy Statement (IPS) Chapter... Learn about: Financial Training, Life Insurance, Asset Management...
- Course
- Online
...Exit Planning for the Small Business Owner Module 5. Income Tax Planning for High Net Worth Clients Chapter 1. Tax Planning Situations Chapter... Learn about: Financial Training, Wealth Management, IT risk...
- Master
- Online
...The certification is currently maintained and issued by the Certified Financial Planner Board of Standards Inc. with more than 78,000 active practitioners... Learn about: Financial Planning, Investment Planning, Financial Training...
- Course
- Online
...Students will gain hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining... Learn about: Fixed Income, IT risk, Financial Training...
- 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: Retirement Plans, Contribution Plans...
- Course
- Online
...Ethical & Regulatory Issues & the Financial Planning Professional Module 2. Cash Management & the Use of Debt Chapter 1. Financial Statements Chapter... Learn about: Financial Planning, Financial Training, Personal Finance...
- Course
- Online
...(prospect for/present to client Disability or Long Term Care Insurance, visit LTC community, discuss employer provided disability) Property & Casualty... Learn about: Life Insurance, IT risk, Business Plan...
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