Financial Planning training courses and schools
Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees

Total 12 training course(s)/program(s) at schools in United Kingdom.

London Corporate Training Ltd.

Training Centre/Campus: London, England, United Kingdom
Phone No.: +44 (0) 20 3178 3080

Corporate Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

To understand the role and function of management accounting
To conduct effective financial ratio analysis
To appreciate the impact of IFRS
To conduct effective investment appraisals
To execute effective financial risk management
To financially plan for mergers and acquisitions
To enhance financial management systems within the organization
To appreciate options and opportunities within capital and debt restructuring
To understand the role and impact of the Treasury function
Course content
Interpreting financial reports
Key ratio analysis ?P&L Account
Key ratio analysis ?Balance Sheet
Interpreting notes to the accounts
Trend analysis
The principles and impact of IFRS
Key principles of IFRS
The IFRS Standards
The impact of IFRS upon financial reports
Ensuring compliance
Capital composition structures
Forms of capital composition
The impact of gearing
Debt v equity
Balancing capital structures

Manchester Metropolitan University

Training Centre/Campus: Manchester, England, United Kingdom
Phone No.: +44 (0)161 247 2000

Financial Planning and Wealth Management (Certificate) (Diploma) (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

This programme has been developed with the Institute of Financial Planning and you examine the core components of wealth management, including investment advice, private banking, financial planning and tax advisory services.

You study the concepts and techniques of behavioural finance, with particular focus on the design of financial products and investment portfolios, and develop an understanding of ethical, compliance and corporate governance. Aspects of marketing relevant to financial services will be explored from both strategic and tactical perspectives.

A Postgraduate Diploma is awarded on successful completion of the taught units. To achieve the MSc you must also complete a project-based dissertation or consultancy-style piece of research.

Financial Planning and Business Management (Certificate) (Diploma) (Master Degree)

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The units you study are informed by award you choose. All students do units in: third generation financial planning and professional practice management. PGDip and MSc students also study a unit in developing professional practice and MSc students also do the dissertation.

The topic of the dissertation is chosen by you in consultation with your supervisor. Normally, it is centred on work-based research undertaken by you into a complex managerial or business issue. You can choose either an action learning approach, that takes a reflective approach to the examination of issues that need to be addressed, or a consultancy approach, where you seek to answer distinct research questions triggered by an issue of strategic or operational importance to a specific client organisation.

Developing Professional Practice

Using a project management approach, this unit has been designed to help you to develop the professional and academic skills required to car... [Read More]


Training Centres/Campuses: Montreal, Toronto, , United Kingdom
Phone No.: 1-866-866-2601

Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Financial Planning I (FP I) course is designed to help you deliver the most effective financial plan analysis to your valued clients, based on their personal requirements and provides you with comprehensive knowledge about financial planning. Upon successful completion, you will be able to implement best practices in budgeting, borrowing, constructing and analyzing personal financial statements.

What’s more, completing the FP I puts you one step closer to earning the new Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice - CSI’s newest industry-leading credentials.

Who Should Enrol
The FP I is designed for individuals with experience in the financial services field, interested in pursuing the new Certificate in Financial Services Advice or the Personal Financial Planner (PFP) designation. These individuals have likely completed the Canadian Securities Course (CSC)® or the Investment Funds in Canada (IFC... [Read More]

Financial Planning Supplement

Course Format: Public Course / Instructor-Led / Open Enrollment  V

Gain in-depth advanced financial planning expertise. The WME-Financial Planning Supplement includes business and family laws knowledge contained within the Professional Financial Planning Course (PFPC) that is not in the Wealth Management Essentials (WME) course. By enrolling you’ll enhance your financial planning skills while working toward the educational requirements for the CFP?designation

BPP Professional Education Professional Development Division

Training Centres/Campuses: Birmingham, Bristol, Cambridge, Cardiff, Glasgow, Edinburgh, Leeds, London, Manchester, , United Kingdom
Phone No.: 0845 226 2422

Financial Planning & Control

Course Format: Online / Virtual Classroom / Webinar  V

The following Interactive presentation aims to provide an understanding of financial planning & control under management accounting.

Learning Outcomes: By the end of the presentation you will be able to:

Describe cost behaviour: variable, fixed, semi-variable and stepped fix
Illustrate job, batch and process costing
Define and explain costing terms including cost centre and standard costs
Explain how overheads can be apportioned over different departments of a business
Explain why conventional overhead analysis could be misleading
Describe the functions of budgets
Explain how cash budgets (cash flow forecasts) are produced

West London Vocational Training College

Training Centre/Campus: London, , United Kingdom
Phone No.: 0800 787 9065

International Business Finance and Planning

Course Format: Public Course / Instructor-Led / Open Enrollment

Please click on the training course title to find contact information and links to West London Vocational Training College's website.

Copernicus Training

Training Centres/Campuses: Liverpool, Manchester, England, United Kingdom
Phone No.: 0870 - 879 - 5327

Corporate Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

With the help of this Course, Delegates will be able to:-

To enable delegates to feel comfortable that they fully understand the role of corporate finance in the long-term development and success of the organisation

To show how to interpret the organisation’s business environment - its threats and opportunities

To show how to integrate finance into strategy development

To suggest ways to integrate forecasting


and budgeting into financial objectives

To enable participants to identify and evaluate sources of funds with which to grow the organisation

To provide guidance on identifying merger and acquisition opportunities

To provide guidance on corporate governance

financial reporting

and sustainability

To provide guidance on all aspects of asset Management

Gateway College

Training Centre/Campus: Leicester, England, United Kingdom
Phone No.: 0116 274 4500

Personal & Business Finance - BTEC Level 3 Subsidiary Diploma

Course Format: Public Course / Instructor-Led / Open Enrollment

The most important thing you need in order to take this course is;

?An interest in finance
?Enjoy working with numbers
?An enquiring mind
?A willingness to explore new ideas
?An ability to communicate your ideas effectively
?A desire to work in the financial services industry

City College Norwich

Training Centre/Campus: Norwich, Norfolk, United Kingdom
Phone No.: 01603 773311

Diploma in Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Diploma in Financial Planning develops advanced technical knowledge and understanding across a broad range of key advisory areas: personal taxation, trusts, business planning, pension funding, pension income, investment, supervision in a regulated environment and financial planning practice. The format of the individual units reflects the needs of today’s market for current, targeted technical learning. Modular in structure, with no compulsory units, the Diploma allows you to develop a learning programme that reflects your job role and any planned developments for your career. Completion of the Diploma will enhance your technical knowledge,
support regulatory compliance, help reduce risk and improve workforce flexibility. It provides an objective measurement of your knowledge and understanding and will enhance clients?confidence in the service.

Core Skills:
The Diploma delivers many benefits and will enable you to meet the regulator’s training and competenc... [Read More]

Certificate in Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Certificate in Financial Planning is the entry level qualification for all financial advisers or those who work in a related administrative or technical support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC) and satisfying their requirements with regard to appropriate qualifications for financial advisers.

Core Skills:
By completing the Certificate you will gain a solid grounding in the financial services market in general and financial planning advice in particular. The qualification will develop knowledge and understanding of regulatory issues, the mechanics and purpose of the main investment products, and the process of giving advice to clients.

Full Description:
The full qualification covers the units CF1 to CF5, completion of these satisfies the FSA’s requirements for financial advisers and leads to the award of the Certificate... [Read More]

Advanced Diploma in Financial Planning

Course Format: Public Course / Instructor-Led / Open Enrollment  V

The Advanced Diploma in Financial Planning is a new qualification introduced in April 2007 to enable professional financial advisers to develop specialist planning capabilities, providing clear differentiation from the main body of advisers. It was developed as the natural progression route for those having already completed the Diploma in Financial Planning.

Core Skills:
The Advanced Diploma covers topics key to all financial planners:

(AF1) Personal tax and trust planning
(AF2) Business financial planning
(AF3) Pension planning
(AF4) Investment planning
(AF5) Financial planning process ?mandatory.
Upon completion you can apply to use the industry’s leading designation. In the case of the Diploma it is ‘DipPFS®? with the Advanced Diploma it is ‘APFS®? These are respected throughout the industry and increasingly acknowledged by the public as demonstrating professional standing (CII membership and Continuing Professional Development req... [Read More]

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