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Planning training courses and schools
Strategic Planning Skills

School: Florida State University Center for Professional Development
[All Courses]

Retirement Planning (Certificate)
Course Format: Online
Covers topics #59 - #67 of CFP Board’s Job Knowledge Requirements. Additionally, Employee Benefits Topics #31 - #33 are covered in this course (Employee Benefits #27 - #30 are covered in Insurance Planning and Risk Management). This course is designed to instruct the practitioner in retirement needs analysis, Social Security, Medicare, types of retirement plans including tax-advant...
 

Income Tax Planning (Certificate)
Course Format: Online
Covers topics #44 - #58 of CFP Board’s Job Knowledge Requirements. Tax planning as an integral part of achieving an individual’s financial goals will be emphasized. Specific knowledge of tax calculation, accounting, and impact of business structures will be stressed.
 

Investment Planning (Certificate)
Course Format: Online
Covers topics #34 - #43 of CFP Board’s Job Knowledge Requirements. This course focuses on the design and integration of different investment vehicles into a portfolio intended to meet client needs and objectives. Topics include financial markets, instruments, sources of financial information, investments, and portfolio theory.
 

Insurance Planning and Risk Management (Certificate)
Course Format: Online
Covers topics #15 - #26 of CFP Board’s Job Knowledge Requirements. Additionally, Employee Benefits Topics #27 - #30 are covered in this course (Employee Benefits #31 - #33 are covered in Retirement Planning). This Insurance Planning course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Insurance topics including life, an...
 

Intro to Financial Planning (Certificate)
Course Format: Online
This course provides an overview of the field of financial planning and the planning process, including ethical considerations and related issues. Additional topics include personal financial statements, budgeting, emergency fund planning, credit and debt management, buying vs. leasing, regulation of financial institutions, educational funding, financial planning for special circumstances such ...
 

Financial Planning (CFP) (Certificate)
Course Format: Online
The Florida State University Online Certificate in Financial Planning Program is professional education - where and when you want it - in the most interactive and technologically advanced environment! In addition to having access to the best instructors and the highest quality course content, our program will provide you with the skills you need to tap the wealth of resources available to finan...
 

School: Duquesne University
[All Courses]

Compensation Benefit Planning (Master Degree)
Course Format: Classroom
This course deals with the tax aspects of deferred compensation, with special emphasis upon qualified pension and profit sharing plans for corporate employees, and retirement plans for self-employed individuals.
 

Income/Estate Planning for Closely Held Businesses (Master Degree)
Course Format: Classroom
This course is concerned with business decisions in areas where taxation plays an important role. It deals with the tax background that management must have in order to make its day-to-day decisions, and describes those phases of taxation which are general elective responsibilities.
 

Personal Tax and Financial Planning (Master Degree)
Course Format: Classroom
This course is concerned with business decisions in areas where taxation plays an important role. It deals with the tax background that management must have in order to make its day-to-day decisions, and describes those phases of taxation which are general elective responsibilities.
 

Forecasting, Production & Inventory Planning (Master Degree)
Course Format: Classroom
Forecasting, Production Planning and Inventory Planning are central to the success of any firm and have proven to be a major factor in effective supply chain integration. These topics are often thought of as “nuts-and-bolts�operations management issues which have gained visibility for their value to the supply chain process. This course will focus on the strategy behind integrating the critica...
 

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