Capstone Course: Developing Financial Plans

Home > Professional Development > Certificate in Financial Planning Capstone Course – Developing Financial PlansOnline Course The Capstone course prepares students of financial planning to effectively and appropriately develop, communicate, and monitor financial...

Estate Planning Online

Home > Professional Development > Certificate in Financial Planning Estate PlanningOnline Course The Estate Planning course focuses on the use, conservation, and efficient transfer of an individual’s wealth. It embraces the law of property, wills, trusts, future...

Income Tax Planning Online

Home > Professional Development > Certificate in Financial Planning Income Tax PlanningOnline Course Tax planning is an integral part of achieving an individual’s financial goals. This course covers specific knowledge of tax calculation, accounting, and impact of...

Investment Planning Online

Home > Professional Development > Certificate in Financial Planning Investment PlanningOnline Course This course provides a broad view of financial concepts and instruments and explores modern portfolio theory. The myriad forms of risk are discussed in great detail...

Insurance and Risk Management Planning Online

Home > Professional Development > Certificate in Financial Planning Insurance and Risk Management PlanningOnline Course This course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Specific insurance...