Tuition Fee
USD 975
Per year
Start Date
Medium of studying
Blended
Duration
28.0 days
Program Facts
Program Details
Degree
Courses
Major
Financial Planning | Finance
Area of study
Business and Administration
Education type
Blended
Timing
Full time
Course Language
English
Tuition Fee
Average International Tuition Fee
USD 975
Intakes
| Program start date | Application deadline |
| 2024-06-04 | - |
About Program
Program Overview
This Executive Certificate in Financial Planning program equips professionals in finance, insurance, and banking with comprehensive knowledge of retirement planning, group benefits, and non-qualified deferred compensation. Through a client-centered approach, the program utilizes case studies and practical assignments to prepare participants for careers in financial planning.
Program Outline
Outline:
- Fundamentals of individual retirement-related issues:
- Retirement Savings Needs Analysis and calculations
- IRA's
- Qualified and tax favored retirement plan designs and features
- Social Security
- Medicare
- MSA/HSA's
- Explores group benefits such as group life insurance
- Disability and health insurance
- Non-qualified deferred compensation plans and stock options
Teaching:
- The in-depth curriculum, which includes the use of study guides from the College for Financial Planning, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study.
Careers:
- The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.
SHOW MORE
