Wealth Management Professional Sequence educates individuals who serve high-net-worth investors in this advanced area of financial planning.
Personal Financial Planning Professional Sequence provides an academic path to the profession to help people plan for their retirement and paves the way to take the CFP® Certification Examination.
Finance Certificate Program helps you lead your organizations' efforts to raise capital, to invest funds, to manage assets, and to generate returns for providers of capital.
The skill and science of managing money lie at the heart of successful business management. Our finance, economics, and accounting courses teach real-world skills and techniques in areas such as asset pricing, corporate finance, macroeconomics, and working capital. Our instructors use their years of business experience to deliver both cutting-edge theory and hands-on methodology to their students. You get a high-quality education that transfers directly from our classroom to your corner office.
Introduction to Financial Accounting reveals techniques to effectively analyze financial statements and to make business decisions based on that analysis. The course covers financial accounting theory, terminology, and industry best practices.
Basic Corporate Finance introduces you to the concepts and methods financial managers use to make effective investing and financing decisions and begin an exploration of the ways in which value is created and measured.
Understanding Wealth Management provides a foundation so you can explore alternative approaches to asset management, understand benchmarks for evaluating both portfolio and advisor performance, and recognize the tax and estate planning issues that need to be addressed by an effective wealth management plan.
Survey of Personal Financial Planning introduces the fundamental areas included in preparing a comprehensive financial plan for an individual client. Participants receive an extensive introduction to the technical skills required in such areas as income tax, investments, insurance, employment benefits, estate planning, and mathematical analysis.
| Some courses in these subject areas are also available online. |
Auditing examines the professional responsibilities of auditors, the design of audits, technology and sampling approaches, appropriate tests of internal controls, substantive tests, and other responsibilities of certified public accountants.
The Articulate Woman: Communication Skills with On-Camera Coaching teaches both verbal and nonverbal techniques that help to develop a dynamic and natural communication style with video feedback and coaching that help improve your speaking style.
Using Your Voice as a Sales Tool covers the basics of good speech: vocal health, volume, pace, articulation, relaxation, and breath control, as well as more advanced practices of emphasis, pausing, inflection, and the importance of silent messages.
Financial Statement Analysis focuses on the effective analysis of financial statements, integrating the concepts and principles you learned in previous accounting courses.
Taxation for Corporations and Other Flow-Through Entities provides a general description of the major provisions of the tax laws for filing in calendar years 2009–2010, and introduces to the taxation of corporations, "S" corporations, partnership taxation, income taxation of estates, trusts and gifts, and tax accounting methods and periods.
Essentials of Business provides an introduction to the goals, processes, and operations of business enterprises for students without any previous business knowledge.
Organization and Management uses case studies, small-group discussions, and examples from Bay Area organizations to explore such issues as organizational conflict and power, management development, interpersonal influence, and the advantages and drawbacks of participative management.
Organization and Management uses case studies, small-group discussions, and examples from Bay Area organizations to explore such issues as organizational conflict and power, management development, interpersonal influence, and the advantages and drawbacks of participative management.
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