Course in Financial Planning

Top Course Studies in Financial Planning

Financial Planning

Financial courses are often used to complement educational experiences or to add to your professional expertise. These courses are often appropriate for continuing students or for those who are well-established in their field. Available through many different academic institutions, there are a wide variety of subjects and real-world opportunities available to participants.

What is a course in financial planning? This type of course often covers topics such as the creation of budgets, credit and its effects, how to handle wealth, and risk management. A course might discuss issues such as how the environment affects personal or family financial management. Classes can also include topics such as retirement planning, financial plan development, income tax planning, and investing.

There are many benefits available to you through participation in one of these courses. These include the further development of financial skills, access to financial leaders in the community, and the chance to zero in on business-related topics. With completion of a course, participants may have access to better job opportunities and higher levels of pay.

The costs associated with participation in courses can be very different from one school to another. This is particularly true for educational institutions that are established in different countries. For accurate information about enrollment, prospective students should contact the schools of their choice.

Completion of this course may help undergraduate students gain access to graduate programs. Professionals who participate in the course may find they are better qualified for career moves that provide challenging and fulfilling employment. Some of the job positions available include financial director, investor, real estate financial aid, analyst, and financial planner. A chosen course may allow professionals to hone in on a specific subject in order to specialize their services.

Get further ahead with your education by finding the subjects and courses that interest you on the program listing. Use the lead forms to get information about your favorite schools. Search for your program below and contact directly the admission office of the school of your choice by filling in the lead form.

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Mergers & Acquisitions

Executive M.B.L.HSG, University of St. Gallen
Campus Full time 5 - 6  August 2017 Germany Frankfurt am Main

Mergers and Acquisitions (M&A) form the most important capital market transactions. M&A require strong collaborations between experts working in management and strategy, and the experts mastering the legal aspects of the changes. [+]

Best Course Studies in Financial Planning 2017.

Mergers and Acquisitions (M&A) form the most important capital market transactions. M&A require strong collaborations between experts working in management and strategy, and the experts mastering the legal aspects of the changes. Thus, M&A pose the highest requirements in the area of strategic and financial management as well as in human resources (during postmerger integration). M&A will often be supported and accompanied by specialized teams. Many of these are based in Frankfurt a.M. – the location of the M&A Week of the Executive M.B.L-HSG. Experts will offer their insight from several perspectives, amended by discussion of best practices and case studies.... [-]


Short course - Finance

European School of Economics
Campus Full time January 2017 USA New York Italy Rome Milan Florence Spain Madrid United Kingdom London + 7 more

The ESE Specialised Programme in Finance is aimed at aspiring fund managers and professional investment analysts and examines the principles of financing and investment decisions and their impact across a broad range of contemporary management issues. [+]

The ESE Specialised Programme in Finance is aimed at aspiring fund managers and professional investment analysts and examines the principles of financing and investment decisions and their impact across a broad range of contemporary management issues. Students not only examine the external causes and effects of wealth, but more importantly are urged to look at the invisible inner causes. This programme provides a synthesis of financial policy into a strategy, which integrates organisational purpose and goals. The focus of the course is on current thinking regarding valuation of the firm, investment decision processes, financing, and dividend policy, asset management, financial strategies and portfolio theory. This course also covers financial analysis, planning, and the concept of risk. It includes the formation and use of current assets, working capital, and credit policy. Financial management includes the understanding of long term financing instruments and the capital structure. Intake Dates: January, April, September Course Structure Students will take four of the following modules: Multinational Corporate Finance Mergers and Acquisitions Value Assessment Investment Risk Management International Project Management Course Duration: One Academic Term Mode of Delivery: Each module consists of 100 hours of learning; 30 hours are spent in lectures/seminars and the remaining time is devoted to directed learning activities, final assessment preparation and self-study. Entry Requirements: Application form, completed correctly A first degree in a relevant subject or an equivalent level professional qualification* Resume / CV + personal statement Two letters of recommendation IELTS/ TOEFL score Three photographs (passport size) Photocopy of passport/ID Application fee (£50) - to be paid online here or addressed to the European School of Economics NB: All non-English documents must be officially translated. Internship Programme: Upon successful completion of the programme participants may opt to take a 3-month internship fitted to their profile and career objectives. An assessment with the ESE Placement Officer will determine their eligibility for a placement. Professional Advantages: Participants who complete this course will hone their skills in their current employment or expand their professional opportunities in the fields of fund management and investment analysis. Credits & Recognition: Upon completion of the programme, participants will be awarded an ESE Certification of successful completion of the programme. [-]

Accounting Program

Montreal Technical College (MTC)
Campus Full time September 2017 Canada Montreal

This course offers a realistic vision of the accountant trade. It presents the various tasks in accounting and provides information on the program as a whole. [+]

Best Course Studies in Financial Planning 2017. Objective of program To develop the following competencies necessary to practice the employment: research and exchange of information produce tables and graphs design the visual format of a document related to accounting handle requests regarding labour laws organize and process data related to a company’s resources insure efficiency of work. Develop the following competencies necessary to communicate, verbally or in writing, in the work place: write correspondence related to accounting in both English and French interact in various professional situations communicate in English in an Accounting context. To develop the skills necessary to complete accounting tasks: to interact in various professional situations to calculate and prepare the bills, invoices, receipts, payments, etc. of a business to manage the petty cash to produce the payroll to calculate prices to accurately complete and verify work for daily accounting tasks to complete end of fiscal period and end of year tasks to produce income tax forms. Career opportunities : accounting clerk Accounting Assistant Accounting Technician Bookrunner Payroll clerk Clerks Purchasing and Inventory You’re in the right field of work if you: Are highly organized and enjoy responsibilities Possess an aptitude for communication Work well under pressure Are detail-oriented and rigorous Demonstrate good judgment and a strong ethical sense Workplaces : Small, medium and large companies Public or private businesses Self-employed workers The advantages of studying in Collège Supérieur de Montréal This course gives you access to: A short 1-year training program Program recognized by the le Ministère de l’Éducation, de l’Enseignement Supérieur et de la Recherche (MESRS) Scholarships offered by our partners A practical internship at a company A laptop when you graduate! When you choose the C.S.M., you also choose: Lifetime job placement assistance Conveniently located facilities (Berri-UQAM subway station) A simulation class to develop your confidence and skills High-quality education More than 45 years of experience Description of modules Determine their suitability for the occupation and the training process This course offers a realistic vision of the accountant trade. It presents the various tasks in accounting and provides information on the program as a whole. Research and exchange information Using a computer and its resources/components: format, manage files and folders. Using Internet, learn to efficiently navigate, extract, find and manage information and references. Learn how to receive and transmit information by fax and corporate email. Produce tables and charts Using Excel, plan and organise data and worksheets. Learn how to present, save and print data using tables and charts. Do calculations and prepare source documents Calculate and prepare purchases and sales documents. Learn how to calculate discounts, international payments and prepare the related documents. Calculate various types of interests and prepare amortization charts. Format accounting-related correspondence Using a word processor, learn how to seize and arrange various information on a note or a letter, ready for presentation or printing. Import tables and worksheets from Excel. Prepare the envelop. Learn and master the standard typing method. Write accounting-related correspondence in English Learn how to write a note and a letter. Review, audit and print various texts. Process source documents in different types of companies Transcript data in log books, carry out financial reports, validate and write balances. Verify and correct entries then classify and file all accounting documents. Handle cash Transfer funds, balance cash registers, manage the petty cash, do the bank reconciliation, prepare budget and ensure cash in hand follow up. Use information related to legislation affecting businesses From simple but real life situations, find answers and solutions using ethics and legislative laws. Produce the required documents and ensure the follow up. Interact in a variety of professional situations Learn how to communicate efficiently. Understand the importance of quality professional interactions in a work environment. Apply good work ethics. Be aware of your abilities and limitations when interacting. Communicate in French in an accounting context Know how to get all the required information in an accounting point of view. Use the appropriate and polite wording. Know how to make clear interpretations. Prepare the payroll Gather the rightful information. Calculate salaries and contributions. Produce paye. Verify and correct your work. Write and format accounting-related correspondence in French Write and format accounting-related correspondence in French from verbal and written instructions using a word processor. Know how to use a grammatical software and dictionaries. Organize and process data related to a company’s resources Using reference standards, create and structure data bases. Gather and manage data. Make data base requests and produce reports. Carry out daily tasks related to transactions involving receivables and payables Carry out daily accounting tasks. Ensure that they work efficiently Analyse tasks characteristics and execute all accounting tasks adequately. Ensure follow up. Use all available resources to improve work efficiency. Perform calculations needed to determine the cost of goods and services Calculate the cost of sold merchandise, a project or a work request. Validate and file reports. Perform end-of-period tasks Do all accounting entries. Follow up on budget, account collections, taxes remittances and pay deductions. Account for all inventory transactions. Produce and validate reports. Perform year-end tasks From the chart of accounts, various documents and accounting logs, given instructions, data bases and various software, perform year-end tasks. Produce an income tax return for an individual Gather all required documents and information to produce an income tax return for an individual. Implement an accounting system Implement and maintain an accounting system from given employer’s directive, customer and employees data base and inventory using an accounting software. Commit themselves to the development of their career Recognize your own abilities and strength to positively develop your career. Apply a strategy when job seeking. Internship Conditions of admission To be eligible for admission to this program, candidates must meet one of the following requirements: Persons holding a Secondary School Diploma or its recognized equivalent Persons who are at least 16 years of age on September 30 of the school year in which their training is to begin and have earned the Secondary IV credits in language of instruction, second language and mathematics in the programs of study established by the Minister, or have been granted recognition for equivalent learning Persons who are at least 18 years of age upon entry into the program and have the following functional prerequisites: the successful completion of the General Development Test (see the following table), or recognition of equivalent learning Persons who have obtained Secondary III credits in language of instruction, second language and mathematics in programs established by the Minister are required to pursue general education courses, concurrently with their vocational training, in order to obtain the Secondary IV credits they lack in language of instruction, second language and mathematics in programs established by the Minister. 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Programa Directivo Planificacion Financiera

IEB - Instituto De Estudios Bursátiles
Campus or Online Part time 175 hours September 2017 Spain Madrid

El Programa Directivo Planificación Financiera. Preparatorio para la Certificación European Financial Planner (€FP®) de EFPA es presencial y se imparte en Madrid. Tiene una duración de 175 horas y un precio [+]

Programa Directivo Planificacion Financiera. Preparatorio para la Certificacion European Financial Planner (€FP®) de EFPA

El Programa Directivo Planificación Financiera. Preparatorio para la Certificación European Financial Planner (€FP®) de EFPA es presencial y se imparte en Madrid. Tiene una duración de 175 horas y un precio de 4.500 euros.



Utilización de la Plataforma Online del IEB


El IEB, pondrá a disposición de todos los alumnos, tanto de la Versión Presencial como de la Versión Online, su Plataforma online de Teleformación.



Acreditación EUROPEAN FINANCIAL PLANNER, €FP®


Esta acreditación propia de EFPA, cubre una necesidad creciente por parte de los profesionales del asesoramiento financiero a clientes de rentas medias-altas que desempeñan su labor profesional en el ámbito de la banca privada, “family office”, EAFIs, etc.... [-]


Especializacion en Opciones y Futuros Financiero

IEB - Instituto De Estudios Bursátiles
Campus Part time 135 hours March 2017 Spain Madrid

El Programa Avanzado de Especialización en Opciones y Futuros Financieros es presencial y se imparte en Madrid. Tiene un precio de [+]

Programa Avanzado de Especializacion en Opciones y Futuros Financiero

El Programa Avanzado de Especialización en Opciones y Futuros Financieros es presencial y se imparte en Madrid. Tiene un precio de 3.850 euros.



OBJETIVOS DEL PROGRAMA AVANZADO DE ESPECIALIZACIÓN EN OPCIONES Y FUTUROS FINANCIEROS



Los objetivos del "Programa Avanzado de Especialización en Opciones y Futuros Financieros" son los siguientes:



• Mejorar el conocimiento de los Mercados de Productos Derivados por parte de aquellos usuarios potenciales de estos instrumentos, optimizando de esta forma su utilización.


• Atender a una demanda creciente por parte de las empresas y entidades financieras, cada vez más necesitadas de profesionales con conocimientos en estos Mercados.... [-]


Especializacion en Capital Riesgo, M&A y Financiacion de Operaciones

IEB - Instituto De Estudios Bursátiles
Campus Part time 111 hours March 2017 Spain Madrid

El Programa Avanzado de Especialización en Capital Riesgo, M&A y Financiación de Operaciones es presencial y se imparte en Madrid. [+]

Programa Avanzado de Especializacion en Capital Riesgo, M&A y Financiacion de Operaciones

El Programa Avanzado de Especialización en Capital Riesgo, M&A y Financiación de Operaciones es presencial y se imparte en Madrid. Tiene un precio de 3.500 euros.



OBJETIVOS DEL PROGRAMA AVANZADO DE ESPECIALIZACIÓN EN CAPITAL RIESGO, M&A Y FINANCIACIÓN DE OPERACIONES



Durante los últimos años, España se ha consolidado como uno de los principales mercados a nivel internacional en cuanto a número de operaciones de fusiones y adquisiciones, en general, y de de capital riesgo en particular, generando toda una industria sumamente profesional en torno a este tipo de operaciones.

... [-]


Basics of Options, Futures, and other Derivatives

University of Chicago Booth School of Business
Campus Part time 3 days September 2017 USA Chicago

The purpose of this course is to help managers gain a thorough understanding of what financial derivatives are, how they work, how they are used. [+]

Best Course Studies in Financial Planning 2017.

The purpose of this course is to help financial managers, general managers, senior functional managers, and other nonfinancial managers gain a thorough understanding of what financial derivatives are, how they work, how they are used, and how to measure the risks and rewards associated with them.

 

While using and trading derivatives can add enormous value to a firm, a lack of understanding of risk management techniques can easily lead to disaster. It is, therefore, vital for financial and nonfinancial firms to be knowledgeable about the latest tools, tactics, and strategies for risk management.

 

Program Goals

You will leave this course with a solid and immediately useful understanding of:... [-]


Hedge Funds Programme

London Business School
Campus Part time 3 days August 2017 United Kingdom London

To explain why hedge funds have been so attractive in recent years and contemplate whether this performance is sustainable. [+]

Programme overviewAdvanced knowledge of the latest research issues

 

The Hedge Funds Programme seeks to explain why hedge funds have been so attractive in recent years and contemplates whether this performance is sustainable.

 

Beginning with an overview of the hedge fund industry, it reviews the various hedge fund investment models in existence. Advances in research are introduced to establish a comprehensive framework that encompasses a wide range of hedge fund strategies.

 

This framework is then used to demonstrate how hedge fund investment models differ from those of mutual funds and how alphas can be measured.  The programme draws on the research work carried out at the BNP Paribas Hedge Fund Centre.... [-]