Professional Course

Financial Planning and Wealth Management (Online)

100 hours
100 hours
This provider usually responds within 48 hours 👍

Course description

Financial Planning and Wealth Management (Online)

Financial planning and wealth management are key skills needed for today's leaders. This online course presents key information to help participants understand the basic aspects of estate planning and various methods of property transfers, gifts and gift tax. Other topics include insurance concepts, mutual funds, retirement planning and the Gramm-Leach-Bliley Act, which requires institutions to disclose privacy policies and limits instances in which consumer information can be shared. (6 months to complete course)

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Training content

Topics include:

Estate planning

  • Overview
  • Transfer of property
  • Wills
  • Gift and gift tax

Financial planning

  • Analyzing the resources of the person
  • Basic concepts in financial planning
  • Financial products for savers
  • Financial products for investors
  • The psychographics and life cycle of the investor
  • Goals and investment objectives
  • Tax planning
  • Model portfolio

Insurance concepts

  • Principles of insurance
  • Analysis and evaluation of risk exposures
  • Life insurance
  • Underwriting and claims
  • General insurance: individuals
  • Health, long-term care and disability insurance
  • Actuarial principles
  • Group insurance
  • Reinsurance
  • Annuities

Mutual funds

  • Concepts
  • Structure and constituents
  • Mutual fund products
  • Management of bond fund portfolio
  • Management of equity fund portfolio
  • Accounting and valuation of mutual funds
  • Prospectus and annual reports of mutual funds
  • Mutual fund performance evaluation
  • Mutual fund industry regulations

Retirement planning

  • Analysis of retirement needs
  • Investment considerations
  • Social Security
  • Types


The cost of this training course includes all course materials.

Certification / Credits

Upon completion, participants will receive a Certificate of Completion with CEUs.

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Corporate College

Corporate College, a Division of Cuyahoga Community College

Founded in 2003, Corporate College offers Northeast Ohio businesses and individuals professional training and development, along with state-of-the-art meeting and conference space at Corporate College East in Warrensville Heights and Corporate College West in Westlake. Whether you are engaged with...

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