Financial Planning & Wealth Management

About the Program

Financial Planning and Wealth Management are key skills needed for today’s leaders. In this program you will be presented with the key information needed to help you understand the basic aspects of estate planning and various methods of property transfers, gifts and gift tax. In addition Information is presented regarding The Gramm-Leach-Bliley Act which requires institutions to disclose privacy policies, and limits instances in which consumer information can be shared. Also covered is Insurance Concepts, Mutual Funds & Retirement Planning.

This is a self-paced program. Self-paced programs create a unique learning experience that allows students to learn independently and at a pace that best suits them.

Tuition: $1,150

Duration: 100 Hours

Students will have access to the program for 1 full year.

Prerequisites: HS diploma/GED, basic computer skills and familiarity with the internet

To learn more about ETI’s tuition and financial aid options, click here.

Course Outline

Estate Planning

  • Estate Planning - An Overview

  • Transfer of Property

  • Estate Planning - Wills

  • Gift and Gift Tax

Introduction to Financial Planning

  • This course provides an understanding of:

    • The meaning and process of financial planning

    • Basic steps in financial planning

  • Analyzing the Resources of the Person

  • Basic Concepts in Financial Planning

  • Financial Products for Savers

  • Financial Products for Investors

  • The Psychographics and Life Cycle of the Investor

  • Goals and Investment Objectives

  • Tax Planning

  • Model Portfolio

Insurance Concepts

  • Principles of Insurance

  • Analysis and Evaluation of Risk Exposures

  • Life Insurance

  • Underwriting and Claims

  • General Insurance - Individuals

  • Health, Long-term Care and Disability Insurance

  • Actuarial Principles

  • Group Insurance

  • Reinsurance

  • Annuities

Mutual Funds

  • Mutual Funds - Concept

  • Mutual Funds - Structure and Constituents

  • Various types of Mutual Fund products

  • Management of bond fund portfolio

  • Management of equity fund portfolio

  • Accounting and valuation of Mutual Funds

  • Prospectus and Annual Reports of Mutual Fund

  • Evaluation of performance of mutual funds

  • Regulations of Mutual Fund Industry

Retirement Planning

  • Analysis of Retirement Needs

  • Investment Considerations

  • Social Security

  • Retirement Planning – Types