Designed to present the foundational concepts and principles of investing, this course examines investment policies, types of securities, factors that influence price changes, timing purchases/sales, preparing investment programs to meet objectives,…
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This course will provide the student with an enhanced knowledge and ability to design for manufacturability by providing a basic understanding of Geometric Dimensioning and Tolerancing based on ASME (American Society of Mechanical Engineers) Y14.5 standards.…
Designed for financial and credit analysts; CPA or CFA candidates; investors; business managers; or individuals who are involved in equipment or real estate financing, leasing or trade credit analysis, this course focuses on the mechanics of financial…
Market researchers, project managers, business analysts, economists, financial professionals, budgeters, venture capitalists, investment bankers, corporate treasurers, and operations heads are just a few examples of positions requiring a working knowledge of…
A crucial foundation for a complete business analysis effort is a strategically balanced plan. With key stakeholders' considerations and/or active stakeholder involvement in mind, this class teaches you how to determine which activities are required in order…
This core class begins with a basic understanding of the functions and impact of the business analyst role, with a focus on business analysis functions related to the development of enterprise-wide solutions and the business analysis project life cycle.…
This course emphasizes the fundamentals of individual retirement-related issues: Retirement Savings Needs Analysis and calculations, IRA's, qualified and tax favored retirement plan designs and features, Social Security, Medicare, MSA/HSA's, and also explores…
This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. The in-depth…
In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio…
This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial…
This capstone course bridges academic coursework with actual practice management by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial…
This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate…
This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation to make financial planning decisions within…
An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern…
This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The…
This course is based on the fundamental principle that the first step to successfully investing your money is to not lose it. Covering the theory and practice of behavioral finance, including a history of financial bubbles, scams, and a study of the…
This course examines how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools employed for managing…
This course explores the basics of business valuation, including how businesses, equity and enterprise are valued. Students learn the main methods of valuation (intrinsic and relative), their strengths and weaknesses and when to apply each. Topics include…
This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company's prospects via merger and acquisition (M&A). This course combines an analytical…
A survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various…
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The Course Register brings continuing, professional, and extension education from 8 American research universities into one searchable, exportable index — covering 2,789 searchable upcoming courses across 28 subject areas. Every listing is mirrored from the university's own catalog and links back to the issuing source, so dates, tuition, and availability can always be verified at the origin.
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