Financial planning courses can be completed
from home through online schooling. These courses may prepare students
for exams or count as continuing education credits. Most financial
analysts and advisors have completed a bachelor's or master's degree
program in finance.
Overview of Online Financial Advisor Courses
Financial advisors
assess a client's financial situation and draw up plans to assist in
meeting the client's financial goals. Online financial advisor courses
are available as part of certificate programs as well as undergraduate
and graduate degree programs. Standalone courses are also available for
continuing education credits. Online courses explain financial
strategies for common issues such as tax, retirement and investment
planning.
Course Requirements
Online courses and training programs require a computer with
Internet, audio and video capabilities. Most coursework is taught
through text and prerecorded lectures. Students may need to purchase a
financial calculator. Some courses may host class discussion through
webinars or virtual classrooms using a microphone and speakers. Students
will also need a working e-mail account for correspondence and
assignments.
List of Online Courses
Introduction to Financial Planning Course
This introductory course establishes key concepts and considerations
in financial planning. Study covers topics such as budgeting, business
foundations and legal issues. Discussion of business foundations include
ethics, regulations and economics. Classwork on legal issues addresses
business law, property titles and settlements in relation to financial
advising.
Insurance Planning Course
Risk management
in relation to financial planning is the main topic of this course.
Several different types of insurance are discussed, from individual to
corporate needs. The class explains the financial advisor's role in this
process and the potential liability issues. Students learn how to
analyze insurance needs and recommend policies and companies best
fitting their client.
Investment Planning Course
The main focus of this course is portfolio-building through a
combination of different investment types. Students learn how investment
vehicles operate and how to accurately analyze rates of return.
Investment types covered in this course include securities, stocks and
bonds. Topics like market analysis, economic formulas and models are
also discussed.
Tax Planning Course
Tax planning courses teach students how to understand and manage
state and federal tax systems and how they affect an individual or
business. Because almost all individuals and companies pay taxes in one
form or another, knowledge of tax planning is important to all financial
advisors. Students are provided with comprehensive information on taxes
as they apply to various investments, insurance and securities in order
to provide effective tax management techniques for their clients.
Retirement Planning Course
In this type of course, students learn how to evaluate and assess
retirement needs and plans. It covers topics like IRAs and tax-deferred
retirement plans. Employee benefits, including Social Security, Medicare
and stock options are another area of focus. The course also covers
regulatory and tax issues affecting retirement plans.
Estate Planning Course
Estate planning courses address the management of property and wealth
within generations of families. The course looks at federal and state
estate tax regulations as well as the implications of taxes on gifts,
trusts and charitable donations. Another section of the course targets
non-tax related aspects of estate planning such as wills, powers of
attorney and probate procedures.
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