Training Program Information

Financial Planning and Services

Financial Planning and Services. A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Offered By: California State University, San Bernardino

Address:
5500 University Parkway
San Bernardino, CA 92407

Internet Link: http://www.cel.csusb.edu

CONTACT:
Sandra Richards
Phone: 909-537-5975

Program Details

Program Title:	Financial Planning and Services

Program Description:	Financial Planning and Services. A program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. Includes instruction in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Degree Offered:	Certificates < 2yrs.