If you are interested in establishing a financial planning career dedicated to helping your clients manage their finances to achieve their financial goals, consider this program. Learn to analyze all aspects of a client's finances, income, assets, tax management, and more. Identify the client's financial strengths, weaknesses, and goals. Develop a detailed plan to outline how your client's...

If it’s a career in the financial services industry you desire, or if you’d like to improve your chances for advancement, Waukesha County Technical College’s Financial Planning program will get you on the road to attaining your goals. The program can be adapted to fit a student’s needs, whether it will be used to supplement an existing degree or the entire program if needed. The...

Would you like to know how to save, spend, invest, and plan for the future wisely? Do you dream of some day helping others do the same? If so, you've come to the right place! With PCDI's convenient home study course in financial planning, you'll get thorough, solid training in the financial planning field. Our approach is down to earth, yet geared to the professional level. Step by step, we'll...

Millions of Americans pay professionals to prepare their taxes and file their tax returns each year. It's a huge market! With PCDI's convenient home study course, you can learn tax preparation. Our practical, in-depth distance learning course is designed to help prepare you to enter this busy, worthwhile field as a professional tax preparer. With our training, your skill, and professional...