Financial Planning Analyst Course: Entry level career starter course

Financial Planning Analyst - Livestream

Financial planning is a growth industry as more consumers become concerned with retirement income planning and other financial goals. There are new positions opening and there are many retiring planners which create hiring opportunities. A Financial Planning Analyst works side-by-side with experienced planning professionals creating financial plans. You will help gather and organize the data for the plan. You then will use specialized planning software to model scenarios to test the limits of the financial plan. Your importance to the planning firm is creating planning reports that the professional uses to coach clients in their finances.

Jobs exist in two-person offices up to mega-firms such as Merrill Lynch and UBS. This entry-level position is foundational to a career path leading to Certified Financial Planner® status. This is a 58-hour instruction course and will require at least 50% more of self-study and computer practice.

Note: Students will need to have access to a computer during and away from class-time. Access to a computer is required both during class time and for homework purposes. An internet connection with the ability to upload and download is the minimum requirement as much of the class will be interactive work needing a sustainable connection. A working webcam and microphone are also required as these will be Zoom (Webex, etc...) sessions needing personal interaction with the instructor and in groups. There may be short breaks during classes.

David Smith / $1,100 Early Bird Special $770 (Register BEFORE 9/15 for this rate) / Online Tues, Wed, Thurs, 9/22-10/20 – 5 – 9 PM and 10/21, 10/22, 5 – 8 PM Pacific Time

Contact Dr. Smith for more information at This email address is being protected from spambots. You need JavaScript enabled to view it.  619-876-6343

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