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 Polytechnic State University, Fullerton Extended Education

Address:
2600 Nutwood Ave. Suite 950
Fullerton, CA 92831

Internet Link: http://www.takethelead.fullerton.edu/

CONTACT:
Admissions Representative
Phone: 714-278-2611

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.