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Financial Planner Certification Preparation
  • 42 courses
  • Focus area: Courses lead to certification as financial planner
  • Your subscription gives you access to all of the following courses. Courses cannot be ordered individually.

Financial Planner Certification Preparation

Curriculum Series Course Title Course #
(click for info)
Financial Services Curriculum - US English
 Retail Banking Essentials
    Financial Planning FS0101
    Consumer Credit Products FS0102
    Trust Customer Referrals FS0103
    Financial Planning Products FS0104
    Insurance and Annuities Referrals FS0105
    Making Securities Referrals FS0106
 Financial Services for New Account Representatives
    The Financial Services Industry FS0201
    Customer Service for New Account Representatives FS0202
    Financial Service Representatives in Action FS0203
    Sales for New Account Representatives FS0204
    Savings and Checking for New Account Representatives FS0205
    IRAs for New Account Representatives FS0206
    Commercial Accounts for New Account Representatives FS0207
    Legal Aspects for New Account Representatives FS0208
 Customer Service in the Financial Services Industry
    Customer Service Improves Your Results FS0251
    Knowing Your Customers -- The Key to Success FS0252
    Essential Customer Service Communication Skills FS0253
    Helping Your Customer to Make the Right Decisions FS0254
    Continuous Customer Service FS0255
 Security Issues for Financial Institutions
    Automated Teller Fraud FS0401
    Bank Security for Customer Contact Personnel FS0402
    Bank Security for Officers FS0403
    Embezzlement FS0404
    Forgeries and Counterfeits FS0405
    Identity Theft FS0406
    Dealing with Robberies FS0407
 Advanced Business Finance
    Introduction to Advanced Finance FIN0211
    Investment Project Analysis and Selection FIN0212
    Raising Capital and Financing Decisions FIN0213
    Managing Working Capital FIN0214
    Corporate Restructuring FIN0215
    Financial Risk Management FIN0216
    International Finance FIN0217
 Auditing: A Practical Approach
    Introduction to Auditing FIN0231
    Introduction to Internal Auditing FIN0232
    Principles of Internal Auditing FIN0233
    Introduction to External Auditing FIN0234
    Principles of External Auditing FIN0235
 Managerial Accounting
    Overview of Managerial Accounting FIN0241
    Managerial Decisions and Capital Budgeting FIN0242
    Managing for Asset Control FIN0243
    Cost Accounting Decisions FIN0244

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Contact Division of Continuing Education - Updated February 21, 2008.