by Chartered Insurance Institute/Life Insurance Association in London .
Written in English
|Statement||by K. Popplewell.|
|Contributions||Chartered Insurance Institute. Distance Learning Division., Life Assurance Association.|
Financial Planning Strategies and Case Studies serves as the capstone course for the SMU PRO Certified Financial Planning Certificate program. The case-study format differs from the traditional lecture format in that students take a more active role in the learning process. The online Graduate Certificate in Financial Planning is a four-subject higher education qualification set at AQF level 8. It’s designed and developed in conjunction with leading financial advisers and industry experts to ensure what you learn is practical, relevant and immediately transferable to your professional practice. Students who complete the Personal Financial Planning Certificate Program (including the accelerated option) are eligible to transfer credits into a graduate degree in financial planning at California Lutheran University. Please note a grade of “B” or higher is required for transfer credit. Learn more about transferring credit. The level 3 Certificate in Financial Services meets the needs of those working in operational and technical support roles, offering two targeted learning routes. This route develops knowledge and understanding of the sector and its activities, key customer needs, solutions and products, and how individuals and organisations work within a.
Course 1: Introduction to Financial Planning. Tools and Techniques of Financial Planning, 13th Edition by Stephan R. Leimberg; Course 2: Insurance and Risk Management. Insurance Planning, 6th Edition by Dalton, Gillice and Langdon from Money Education; Course 3: Investments. Tools and Techniques of Investment Planning, 4th Edition by Stephan R. The Personal Financial Planning Certificate Programs have three different purposes. Certificates: You can display your competence and understanding in one or more core areas of PFP by displaying a digital badge awarded upon completion of each certificate requirement. Education: If CPE and continuing education is your goal, you can purchase the education bundle or . Financial planning and analysis expertise is in great demand for high-growth progressive companies. Learn to guide your employer's company to optimum financial performance with the Certificate Program in Financial Planning and Analysis. Gain an understanding of the analytical underpinnings of economic decision making to work in the high-growth. Pamplin Hall West Campus Drive Blacksburg, VA Phone: () Fax: () Email: [email protected]
If you hold the CISI Level 6 Diploma in Financial Planning, you can obtain an exemption from the new level 6 Certificate in Advanced Financial Planning. You will then need to complete the new level 7 Financial Plan Case Study. Please contact us at [email protected] for more information. Matthew is the author of the books "Financial Planning For Your First Job," "Your Guide to the CFP Certification Exam," and "CFP Certification Exam Practice Question Workbook." In addition, he teaches the class "Financial Planning in 4/5(44). The full Level 6 Diploma in Financial Planning syllabus can be found in the Diploma in Financial Planning Handbook. If you hold any technical examination passes over three years old, you should undertake the necessary reading to ensure that your technical knowledge is up- to-date before attempting the examination, but particularly the case. Undergraduate Courses. Financial Survival (FINPLN - 1 Credit Hours) Examines financial management issues needed to survive the critical college years-credit/credit cards, budgeting/planning, financial aid, loans, common financial mistakes, debt management, setting financial goals, effective use of financial resources. Graded on S/U basis only.