安大略大学金融规划研究生证书

乔治布朗学院金融规划研究生证书课程为学生提供在金融服务领域工作的知识和技能。您将学习以下主题：金融投资决策和财务计划原则，确定退休时所需的资金，以及在房地产规划中使用委托书，个人所得税责任以及与应税净收入相关的规则收入，股票期权，资本财产和收入分配以及保险类型以及风险管理范围内的适当保险策略。
The George Brown College Financial Planning graduate certificate program provides students with the knowledge and skills to work in the field of financial services.The George Brown College Financial Planning graduate certificate program in Toronto provides students with the knowledge and skills to work in the field of financial services.<br><br>Upon completion of this program, you will be able to:<br><br>Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:<br>Financial Management – assess the client's current and future financial position, based upon their cash flow, budget and net worth.<br>Investment Management – assess the nature of the client's assets based on their risk tolerance, time horizon and expected rates of return.<br>Retirement Planning – compare the client's expected lifestyle in retirement to their current retirement assets and planned savings.<br>Tax Planning – assess the client's current and future tax obligations and strategies employed to minimize or defer taxation.