Continuing Education Programs& Professional Development
Continuing Education Programs& Professional Development
Business & Finance Certificates in New York City
Certificate in Personal Financial Planning
The Personal Financial Planning Certificate provides comprehensive training in various financial subjects, including retirement, real estate , investment strategies, and tax planning . Finance professionals who earn credentials from Hunter Continuing Education enjoy significant opportunities for professional networking and career growth. Our course curriculum prepares learners with the educational requirements to qualify for the Certified Financial Planner (CFP) exam, but it also connects you with a community of like-minded professionals, fostering collaboration and growth.
Program Information
- Attend an Open House
- Program Duration - The program consists of 8 courses; it takes a year to complete.
- Tuition - $5,000 plus one-time $25 registration fee.
- Payment Plan - Down payment of $2,225 + 7 monthly payments of $400.
Business & Finance
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Comprehensive Training in Personal Financial Planning
Personal Financial Planning - CFP®
Whether financial advisors, accounting professionals, attorneys, insurance agents, bankers, or brokers, our Business and Finance Certificates provide up-to-date knowledge and in-demand skills, that our learners need to achieve their financial or professional goals. Our experienced instructors will help you develop the skills and knowledge you need and guide you on how to apply them in real-world scenarios, preparing you for success in the industry. Earn professional credentials that demonstrate your expertise to potential employers and clients. Share your Certificate on LinkedIn and other social channels. Access a network of industry professionals who can help you advance your career and achieve your financial goals.
Fundamentals of Financial Planning
To understand the process of client behavior, motivation, goal setting set, financial statement analysis, risk management, education funding, investment management, and the critical influence of time value of money. Application of the seven steps in the financial planning process, communicating, and working with clients while upholding the established standards of conduct.
Retirement Planning and Employee Benefits
This course covers the factors of financial and employee benefit plans, focusing on the differences between plans, coverage, eligibility requirement, suitability, and social security integration. Contribution and distribution threshold for pension, profit sharing, 401(k), 457, plans for small business owners and their employees, and the income tax impact of both employer and employee. In addition, to examples for determining retirement goals and calculating retirement needs.
Investment Planning
This course provides an understanding of investment theory and analysis, asset allocation, environment, and fundamentals of investing. Includes a review of the organization and structure of securities markets and a detailed analysis of the nature of stocks and bonds, focusing on pricing, quality, liquidity, and risk reward. Emphasis is on a practical understanding of investment alternatives as they apply to portfolio management and the relationship between behavioral finance and market efficiency.
Insurance Planning and Risk Management
This course aims to guide you through the basics of life, health, disability insurance, long-term care, property and liability insurance, social security, and managing personal credit. This course uses examples to illustrate risk retention, avoidance, and transferring to avoid unexpected and uncovered risks. Risk Management identifies, evaluates, and manages pure risk exposure faced by individuals and businesses.
Income Tax Planning
Income Tax Planning is critical for individuals and businesses in achieving financial goals. Tax planning is incorporated into a financial plan to reduce tax liability using legal and ethical methods. This course covers the fundamentals of individual and business entity taxation, tax terminology, computation, regulations, and planning techniques. Discussions and analyses focus on actual cases and their planning implications.
Estate Planning
Study of the Estate Planning Process – Controlling money movement during and after death. Topics include the six critical documents for estate planning, death taxes, the five types of property ownership, interest transfer and taxation of beneficiaries, and the probate process. The purpose of the course is to provide an understanding of the legacy process – transfer of wealth, marital deductions, trusts, and taxation.
Financial Calculator Workshop
The Financial Calculator is an essential tool for calculations and projections in the financial planning process. This workshop aims to guide students to become proficient with the keystrokes for solving problems and their application to financial planning concepts. Students preparing for the CF P® Certification Exam should be familiar with the financial calculator.
Financial Plan Development - Dalton Capstone