Financial Consultant Course Information

Undergraduate and graduate degree programs for aspiring financial consultants are available at many universities. Courses for prospective financial consultants are offered through bachelor's and master's degree programs in areas such as finance, business administration, economics and accounting. Read on to explore some financial consulting course options.

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Essential Information

Financial consultants develop savings, investment and risk management reduction strategies to help individuals and business corporations reach their financial goals. Financial consultant programs commonly result in degrees such as a Bachelor of Science (BS) or Master of Business Administration (MBA). Undergraduate programs typically prepare students for careers as entry-level financial consultants and planners, while graduate programs provide students with the skills needed for more advanced consulting positions. Coursework in financial consulting will cover the following topics:

  • Portfolio management
  • Investment banking
  • Commercial banking
  • Applied statistics
  • Financial economics
  • Accounting for the global environment

List of Courses

Finance Course

An introductory course in finance provides students instruction in theoretical concepts and analytical techniques used to measure financial risks, allocate limited resources and estimate investment gains and losses. Students learn to analyze statements, manage assets, and predict short- and long-term financing options. Common topics in the class include capital budgeting, capital structure, business financial planning and working capital management.

Personal Financial Planning Course

Individuals in this course study topics including income tax, insurance and risk management, employee benefits, retirement planning and personal investments. During the course, students are required to develop a personal strategy and financial plan; the focus is on helping them explore various financial services and opportunities in order to achieve individual financial goals.

Corporate Finance Course

Students in a course on corporate finance learn to apply concepts relating to risk and return, market structure and asset valuation to a corporation. Basic topics include corporate investments, corporate funding, dividend policy and international finance. Students enrolled in the course are expected to have a working knowledge of Excel and some fluency in statistics in order to interpret and run regression models.

Economics Course

An introductory economics course offers a survey of basic concepts involved in the demand, distribution and production of goods. Students learn to analyze the role of the government, households and businesses in relation to cycles of supply and demand, income distribution and inflation. The course also introduces students to concepts in macroeconomics and microeconomics pertaining to issues in business measurement, national income, banking, financial markets and international trade, consumer trends, pricing and monopolies.

Managerial Accounting Course

Students in this course learn to interpret, record and analyze financial transactions of individuals or business corporations to determine their financial state. This course emphasizes budgeting concepts and standard cost systems as well as covers the basics of financial accounting, including preparation of financial statements for organizations as they relate to asset valuation, payroll, equity and liabilities.

Asset Management Course

Students in this course learn to interpret business investment activities and develop investment management strategies. In addition to traditional stock portfolio management, coursework covers topics in relation to risk and return, tolerance and capital markets in a variety of investment alternatives such as real estate and business. Students learn principle techniques for identifying, measuring and approximating business investments, gains and losses.

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