Course in Financial Planning

Top Courses 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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Short Courses in Finance

London School of Business and Finance (LSBF)
Campus Full time 4 days Open Enrollment United Kingdom London

LSBF Executive Education’s short courses in finance are designed to provide you with specific industry knowledge in just four days. You can choose between Financial Planning and Analysis or Finance for Non-Finance Managers. [+]

Short Courses in Finance

LSBF Executive Education’s short courses in finance are designed to provide you with specific industry knowledge in just four days. You can choose between Financial Planning and Analysis or Finance for Non-Finance Managers. Upon course completion you will be able to apply what you’ve learned to your current workplace, alternatively you will use the knowledge you have gained to boost your CV and get a new job. LSBF Executive Education is accredited by the British Accreditation Council (BAC) and its courses are CPD accredited, therefore you will earn CPD points upon course completion.

Course Requirements Education - Undergraduate degree or equivalent Higher Education qualification, or relevant work experience English language – Common European Framework (CEF) Level B2* or equivalent (all teaching and learning materials are provided in English only) ... [-]

Seminar On Financial And Fiscal Planning

Tecnológico de Monterrey (Educación Continua Presencial)
Campus Full time Part time 40 hours March 2019 Mexico Monterrey Queretaro Oaxaca Villahermosa + 4 more

That the participants have a broad overview of the financial management of a company in order to optimize the resources of it, detecting in a timely manner any situation that may affect the assets of the companies. With regard to fiscal management, the objective is that students learn to optimize the tax burden of companies, applying in an efficient manner the fiscal dispositions generating savings that benefit them in their cash flow. [+]

Duration 40 hours

General purpose:

That the participants have a broad overview of the financial management of a company in order to optimize the resources of it, detecting in a timely manner any situation that may affect the assets of the companies. With regard to fiscal management, the objective is that students learn to optimize the tax burden of companies, applying in an efficient manner the fiscal dispositions generating savings that benefit them in their cash flow.

Benefit:

That the participant:

Have a full command of what is administrative planning, allowing you to apply what you learned in business.Know the correct methodology to develop a fiscal strategy.Fully identify what tax evasion, avoidance and simulation is.Know what is the patrimony of a person and how is planned correctly to avoid incurring errors that affect your family in the future.Ways to transmit the family patrimony.Learn to develop administrative and fiscal strategies.Addressed to:... [-]

Course in Finance Fundamentals: Financial Planning and Budgeting

FutureLearn
Online Part time 4 weeks June 2018 United Kingdom UK Online

Finance Fundamentals: Financial Planning and Budgeting starts by looking at the current economic backcloth and its impact on household finances. We then move on to explore your attitude to financial management and whether you have bad financial habits and how these should be addressed. [+]

Finance Fundamentals: Financial Planning and Budgeting starts by looking at the current economic backcloth and its impact on household finances. We then move on to explore your attitude to financial management and whether you have bad financial habits and how these should be addressed.

We introduce a simple four-stage model for making financial decisions before moving on to examine the two components of household budgeting – income and expenditure. In doing this we learn about the impact of inflation and taxation on incomes and the support to households provided by the state benefit system.

In examining expenditure we look at the pressures placed on us to spend our money, how to shop with confidence on the internet and on how ‘heuristics’ can interfere with good spending decision-making.... [-]


Course in Finance Fundamentals: Managing the Household Balance Sheet

FutureLearn
Online Part time 4 weeks May 2018 United Kingdom UK Online

Finance Fundamentals: Managing the Household Balance Sheet starts by looking at borrowing and debts. We get to grips with the factors that drive interest levels. We look at the differences between ‘good’ debts and ‘bad’ debts and at the way lenders credit score those seeking to borrow money. [+]

Finance Fundamentals: Managing the Household Balance Sheet starts by looking at borrowing and debts. We get to grips with the factors that drive interest levels. We look at the differences between ‘good’ debts and ‘bad’ debts and at the way lenders credit score those seeking to borrow money.

We then move on to examine the array of investments that people can hold – including savings accounts, bonds, shares and holdings in funds. We look at the determinants of investment returns and at the historical evidence about which are the best investments. We also look at how investments are taxed.

Housing is the next topic. We look at the costs of buying and selling the property and at the rationale for owning property and the risks involved. This involves understanding the mortgage products that are used to buy property.... [-]


Organizational Development Professional

Convertas
Campus Full time 5 days Open Enrollment United Arab Emirates Dubai Abu Dhabi United Kingdom London Turkey Istanbul Malaysia Kuala Lumpur + 7 more

Organizational Development enhances the role of HR to become a strategic partner in the business. This course will help you learn all about Organizational Development from definition to applications. It will emphasize the role of human resources development in the organization to help people and organizations effectively manage change. This course uses a combination of theory and practical application of course concepts. Participants will engage in simulation exercises combined with discussions of real-life situations allowing them to gain a strong knowledge and skills. [+]

*Understand Organizational Development

*Assess the organization readiness for development

*Present Organizational Development-related data analytics

*Draft an Organizational Development strategy

*Implement change management processes

- for more information: convertas.org

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Financial Advisor Course

Oplex Careers
Online Part time Open Enrollment United Kingdom UK Online

This Financial Advisor course will help learners to develop their knowledge of financial planning, advising clients and much more. Whether you want to learn something new or update your skills and add the course to your CV, the course is perfect. [+]

Apply Now for Summer 2017

This Financial Advisor course will help learners to develop their knowledge of financial planning, advising clients and much more. Whether you want to learn something new or update your skills and add the course to your CV, the course is perfect.

Course Highlights Price: Only £34.00 Was £295.00 Course Type: Online Course Duration: 60 hours, recommended hours Syllabus: 11-course modules Tutor Support: Full tutor support included Exams: Yes, exam fees are included. Start learning: you can start your online learning 24/7 and study towards your goals. Fine Print Qualification: Level 3 CPD Award Certificate: PDF Certificate included with course, optional Hard Copies £9.99. Access: Unlimited 24/7 access for 12 months, option to extend if needed. Compatibility: Desktop, Mac, Laptop, Tablets, Smartphone and Smart Devices ... [-]

Programa Directivo Planificacion Financiera

IEB - Instituto De Estudios Bursátiles
Online Campus Part time 175 hours September 2018 Spain Madrid + 1 more

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 2019 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.... [-]


Financial Strategies for Successful Retirement

California State University Long Beach College of Business Administration
Campus Full time September 2018 USA Long Beach

This course will equip you with the current facts you need to prepare for a financially secure retirement. You will learn how to protect your hard-earned money from inflation, income taxes, and erosion due to possible long-term health care needs. [+]

Financial Strategies for Successful Retirement

This course will equip you with the current facts you need to prepare for a financially secure retirement. You will learn how to protect your hard-earned money from inflation, income taxes, and erosion due to possible long-term health care needs. Methods for how to use the conservative approach to wise money management and the lifestyle issues facing retirees will also be covered.

Topics Include

How to retire early Planning for a successful retirement How to "inflation-proof" retirement income How to minimize health care cost

Instructor

Lisa McElravey, is a registered representative of Financial Network Investment Corporation, member SIPC, a full-service broker/dealer and Registered Investment Advisor.... [-]


Basics of Options, Futures, and other Derivatives

University of Chicago Booth School of Business
Campus Part time 3 days September 2018 USA Chicago Philadelphia United Kingdom London Spain Madrid Singapore + 7 more

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. [+]

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:... [-]


Strategic Planning and Implementation - Hong Kong and Singapore

Stephen M. Ross School of Business at the University of Michigan
Campus Part time 5 days June 2018 China Singapore USA Ann Arbor India Bangalore United Arab Emirates Dubai Thailand Bangkok + 9 more

Strategic Planning and Implementation provides managers with knowledge of successful techniques for long-range planning, strategy formulation, and strategy implementation. [+]

Overview Strategic Planning and Implementation provides managers with knowledge of successful techniques for long-range planning, strategy formulation, and strategy implementation.This intensive, five-day program explores a broad set of strategic management issues--including industry analysis, global competitive strategy, and the strategic planning process--to provide a framework for analysis and implementation.

Who Should Attend Experienced senior-level managers who now have or will have responsibility for strategic planning and decision making in their organizations will especially benefit from this program. This includes vice presidents, general managers, corporate and business planners, and directors of functional areas in marketing, operations, and finance.... [-]


Insurance Course Program

California State University at Fullerton,Steven G. Mihaylo College of Business and Economics
Campus Part time September 2018 USA Fullerton

The program integrates technology; written communication, oral communication, interpersonal skill, and ideas relating to sound business practices into the insurance/financial services curriculum [+]

The Program in Insurance and Financial Services at California State University, Fullerton is designed for students who are primarily interested in careers in the insurance and financial services industry. The program integrates technology; written communication, oral communication, interpersonal skill, and ideas relating to sound business practices into the insurance/financial services curriculum.Students will learn the techniques associated with the use of database, spreadsheets and word processing software for solving insurance/financial planning related problems, as well as, the techniques of effective business writing and producing effective business presentations. The student will also acquire an in-depth knowledge of the various areas of insurance/financial services including property and liability insurance, life and health insurance, securities, tax, and the principles of risk management, along with the current business practices in these areas. The Program in Insurance and Financial Services will also expose the students directly to the insurance industry by integrating industry specialists into insurance courses as periodic guest lecturers and rotating part-time instructors. In addition, students will be exposed to current issues in the insurance industry through workshops sponsored by the Center for Insurance Studies. The Center will host panels of insurance industry professionals discussing the current issues of interest to the insurance industry and the business community... [-]


Sales Force Incentive Planning: Compensating for Results

Kellogg School of Management at Northwestern University
Campus Part time 3 days September 2018 USA Evanston Midland + 1 more

Topics include components of the compensation plan, measurement methods for sales force compensation, drivers of sales force performance, approaches to setting quotas, and implementation techniques [+]

Gain the tools necessary to create incentive plans that will empower your sales force and profoundly impact your organization. Compensation plans are more than just rewards - they are strategies. By tailoring an incentive compensation plan, you can indirectly steer your sales teams toward specific goals.

Through discussions, case analysis, and exercises, Kellogg Marketing Department faculty and leading sales force compensation experts help you understand the major issues and latest approaches to designing and implementing effective, motivational sales force incentive plans, and for monitoring team performance to measure results.

Topics include components of the compensation plan, measurement methods for sales force compensation, drivers of sales force performance, approaches to setting quotas, and implementation techniques.... [-]


Hedge Funds Programme

London Business School
Campus Part time 3 days August 2018 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.... [-]