Finance for Non-Financial Professionals

Whether you have the word “financial” in your job title, or not, every day you are involved in the world of finance, through business conversations, decisions, and the very work you do.

Description

In this one-day program, you’ll develop an understanding of what are key financial documents, how to interpret them, and why they are important. Financial terms and calculations will be explained in a way that makes sense for non-financial business professionals. Finally, you will also be challenged to apply what you learn in class by analyzing how your work and your decisions are related to the overall performance of the company.

Audience

Any professional interested in developing their understanding of business finances will benefit from this program.

Outcome

Participants will walk away with these skills:

  • Knowing financial concepts and terminology
  • Learning financial tools every professional should understand, and knowing how to use and interpret them
  • Understanding how the work you do impacts the bottom line and making appropriate choices based on this understanding
  • Understanding that gives the confidence to have informed conversations with your peers involving financial issues and decisions

Venue

Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States
+ Google Map
Phone:
513-745-1094

Executive Certificate in Financial Planning – WITH THE DALTON REVIEW

XLC’s Executive Certificate in Financial Planning program provides professionals with a valuable CFP®Board registered and approved program and offers participants the contact hour minimum education requirements needed to sit for the CFP® Certification Exam. This option includes The Dalton Review, upon completion, at a discounted rate. (This price does not include The Dalton Review® Guarantee to Pass™ program. Dalton Education Enrollment Advisors will be available to provide assistance with an upgrade to The Dalton Review® Guarantee to Pass™ throughout your program.)

This program will provide participants with a deepened knowledge of financial planning. After passing the CFP® Exam, participants will have earned industry-recognized credentials and the ability to provide comprehensive financial plans to clients. XLC partners with Dalton Education, which offers educational programs and materials to financial professionals to assist in their journey to become a CFP® professional.

For more information on the CFP exam please visit the Certified Financial Planner Board of Standards.

This program is available without The Dalton Review. For more information, click here.

Program costs include:

  • Registration and facilitation costs
  • Textbooks for each course
  • Online access to pre-study lectures
  • Online access to pre and post-course assessments
  • Online quizzes, midterms, and finals

The Dalton Review includes:

  • Review readiness quiz
  • Pre-study review materials
  • Virtual classroom instructor office hours
  • Live in-classroom and/or eReview instruction
  • Testbank
  • Simulated exam
  • Exam readiness quiz

Description

Fundamentals of Financial Planning and Insurance (40 hours)
An introduction to the financial planning profession, concepts to time, the value of money, insurance planning, and the practice of personal financial planning by professional planners.

Investment Planning (32 hours)
An introduction investment planning process, risk and return, modern portfolio theory, equities, fixed income, and derivative securities.

Income Tax Planning (32 hours)
An introduction to individual and various entity taxation issues.

Retirement Planning and Employee Benefits (32 hours)
An introduction to the retirement planning process, qualified and non-qualified retirement plans, social security, and cafeteria plans.

Estate Planning (32 hours)
This course will provide students with an introduction to estate planning and taxation.

Capstone Course (32 Hours)
This course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process, and to apply the CFP Board’s Practice Standards.

For information on The Dalton Review®, click here.

Audience

Financial Planners, Insurance Agents, Employee Benefits Specialists, Investment Advisors and Brokers, Accountants, Bankers, Trust Officers, Anyone considering a career in financial planning.

Venue

Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States
+ Google Map
Phone:
513-745-1094

Executive Certificate in Financial Planning

XLC’s Executive Certificate in Financial Planning program provides professionals with a valuable CFP® Board registered and approved program and offers participants the contact hour minimum education requirements needed to sit for the CFP® Certification Exam.

This program will provide participants with a deepened knowledge of financial planning. After passing the CFP®Exam, participants will have earned industry-recognized credentials and the ability to provide comprehensive financial plans to clients. XLC partners with Dalton Education, who offers educational programs and materials to financial professionals to assist in their journey to become a CFP®professional.

This program is available with The Dalton Review. For more information, click here.

For more information on the CFP exam please visit the Certified Financial Planner Board of Standards.

Program costs include:

  • Registration and facilitation costs
  • Textbooks for each course
  • Online access to pre-study lectures
  • Online access to pre and post-course assessments
  • Online quizzes, midterms, and finals

Description

Fundamentals of Financial Planning and Insurance (40 hours)
An introduction to the financial planning profession, concepts to time, the value of money, insurance planning, and the practice of personal financial planning by professional planners.

Investment Planning (32 hours)
An introduction investment planning process, risk and return, modern portfolio theory, equities, fixed income, and derivative securities.

Income Tax Planning (32 hours)
An introduction to individual and various entity taxation issues.

Retirement Planning and Employee Benefits (32 hours)
An introduction to the retirement planning process, qualified and non-qualified retirement plans, social security, and cafeteria plans.

Estate Planning (32 hours)
This course will provide students with an introduction to estate planning and taxation.

Capstone Course (32 Hours)
This course will require students to synthesize and apply elements of comprehensive financial planning, to perform all functions of the financial planning process, and to apply the CFP Board’s Practice Standards.

Audience

Financial Planners, Insurance Agents, Employee Benefits Specialists, Investment Advisors and Brokers, Accountants, Bankers, Trust Officers, Anyone considering a career in financial planning.

Venue

Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States
+ Google Map
Phone:
513-745-1094

Business Acumen Certificate

XLC’s Business Acumen Certificate gives you skills to manage with a strategy that is understood and can be implemented at all levels, along with a strong foundation of how business operates, makes money, and sustains profitable growth.

You will learn tools to effectively manage and engage the workforce. You will gain knowledge in planning, organizing, directing, and controlling the activities of an organization in order to satisfy customers’ needs.

Participants must attend 4 of the following one-day programs within the spring semester:

Description

Change Leadership:
Change Leadership includes more than just looking at what change is needed, but how the change will affect people. This program will provide participants with practical tools to assess and manage change, successfully identify the role and phases of change, and walk through how to create action plans to overcome challenges and reach desired outcomes.

Creative Problem Solving:
This highly-interactive, fun, and fast-paced session provides a framework for understanding and applying tools to meet real business needs. You will walk away from this session with increased confidence to generate creative ideas, techniques to recognize/replace unproductive thinking patterns, and a methodology to foster creative potential and innovation.

Data-Driven Storytelling:
This session first aims to aid participants in understanding what question is at hand, differentiating between the types of data available, and pinpointing the data source that best explains the narrative behind the numbers. Discussion on what makes a good data-driven story will follow. Then, the program will explore the interpretation of relevant data to convey an effective narrative and visual story, guiding more informed business choices.

Effective Decision Making:
In this fast-paced world, a person’s and their team’s effectiveness in getting things done at work depends on decision-making. How a person manages their time, what meetings they go to, and the work their team focuses on are all based on effective decision-making methods. In this one-day program, participants will explore various ways and methods to make decisions as both an individual and as a leader. Then, the program will focus on how to build a culture of effective decision-making within an organization. Real-world examples and interactive activities will guide discussions and showcase examples of great and not-so-great decision-making skills.

Executing Business Strategy:
In this program, you will learn how to define a business strategy and communicate it to peers, supervisors, and reports. Once participants can capture the elements of a strategy, they will explore the strategy’s execution. Creating a cohesive and comprehensive strategic plan will be guided by the OGSM method while also referencing other approaches. Filled with small and large group exercises, case studies, and concrete examples, participants will be able to immediately identify and advance their organization’s strategy.

Finance for Non-Financial Professionals:
In this one-day program, you will develop an understanding of key financial documents, how to interpret them, and why they are important. Financial terms and calculations will be explained in a way that makes sense for non-financial business professionals. Finally, you will also be challenged to apply what you learn in class by analyzing how your work and your decisions are related to the overall performance of the company.

Audience

Professionals at any level who want to increase their business acumen.

Venue

Cintas Center
1624 Musketeer Drive
Cincinnati, 45207 United States
+ Google Map
Phone:
513-745-1094