Short Courses in Financial Planning

Financial planning is a broad term including investments in securities, risk mitigation -- often through insurance -- and legal planning such as estates and tax planning. Short courses are available for individuals to learn to do their own financial planning or be better informed when working with professionals. Short courses are also available for continuing professional education. Courses specifically for licensing of financial planning professionals are offered in a variety of venues, including online Though they may or may not be short, they are often self-paced.
  1. Courses for Professionals

    • Many professionals refer to themselves as financial planners: insurance salespeople, stock brokers, accountants and fee-based financial planners. Each profession has its own education, testing and licensing procedures. The professional licensing industry serves this community. Courses are generally online and self-paced so they can be completed quickly. Often, in-person testing after short coursework is required to receive certification to become a licensed insurance broker or stockbroker or a certified financial planner.

    Financial Literacy Through Community Colleges

    • Community colleges are specifically well suited to offering learning of all kinds to local residents. Classes are inexpensive and sometimes free. Some classes offer college credit; others are offered solely for the value of the information being taught. Financial literacy programs are popular among community colleges because financial literacy is so importance for the well-being of a community. Many programs focus in part on financial literacy for the new student as well as basic long-term-planning concepts. Your nearest community college is a great place to start looking for financial planning courses if you are not seeking a professional certification.

    Money Smart: Financial Education Program

    • The FDIC or Federal Deposit Insurance Corporation offers an online program with curricula for children 13 and older as well as adults. The Money Smart program is free to anyone with Internet access. The adult program has 11 modules. Each module covers financial basics such as maintaining a checking account, common products offered by financial institutions, basics of credit management and the principles of savings.

    Other Free Courses

    • The Financial Management Training Center offers a series of short courses. Free coursework, including advanced financial planning for individuals and business managers, is also available online at no cost. Each course is downloadable in a variety of file formats. Many of the courses are designed for CPE (Continuing Professional Education) standards.

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