Financial Planning Classes and Courses Overview

Courses for financial planners may be part of bachelor's or master's degree programs in finance or business. Some schools also offer professional certificate programs in financial planning. Continue reading to learn about some common courses for financial planners.

Essential Information

Financial planners and financial advisors offer client consultation on personal investments, tax and insurance decisions. They can help identify financial risks and set up investment portfolios or budget plans to reach long- and short-term financial goals. Graduates of financial planning programs are typically prepared to take the certification exam for financial planners; passing the exam results in the Certified Financial Planner (CFP) credential, which is recognized and preferred by many employers. Course subjects are as follows:

  • Client goal establishment
  • Portfolio construction
  • Capital market operation
  • Securities and annuities
  • Charitable giving
  • Liability

List of Common Courses

Foundations of Accounting Course

An introductory course in accounting provides students with the skills necessary to analyze financial statements and data. Students learn to apply accounting concepts by preparing statements for payroll, equity, liabilities and assets. The course provides theoretical background and enables students to develop basic managerial and decision-making skills by focusing on standard cost systems and budgeting concepts.

Principles of Finance Course

This course is designed to offer students an introduction to basic theories and functions in finance. Students address concepts in economics such as the value of money, market value, income, cash flow and tax rates. Upon completion of the course, students will be able to value financial securities such as stocks and bonds, calculate investment returns and analyze potential investment growth.

Statistics for Business Decisions Course

The course is designed to help students quantify and understand the variables that influence a financial strategy. By using statistic applications software, students learn to identify and analyze summaries of available data, predict loss and gain models, access level of uncertainty and develop a quality improvement plan. Topics in the course include statistical inference, exploratory data analysis, time series and state space models, regression analysis, sampling theory and analysis.

Financial Management Course

This course focuses on the various applications of financial theory in the constraints of a business organization. Students are trained to interpret financial reports in order to evaluate financial investment decisions, estimate the value of a business and estimate potential risk. The course expands on topics such as business asset valuation, capital structure, financial planning and capital management.

Business Law Course

This course introduces students to commercial and business law in United States. Students explore the principles of the law of agency, business liability, corporations, accounting law and liability bankruptcy. Students analyze everyday legal problems encountered in a business organization. The course will also familiarize students with business laws, legal procedures and contracts aimed at protecting the consumer and business entity.

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