Build Your Own Certificate

Business professionals need a variety of skills and tools to complement their diverse industries and achieve their unique success. Build a certificate from our large list of offerings to match your exact needs!

Description

XLC is proud to offer all working professionals the ability to build their own custom certificate programs by choosing four unique one-day programs that target their specific needs. Participants can focus on business acumen tools, communication skills, or any combination in between! No matter what the selected one-day programs are, professionals will learn and gain tools and skills that can be immediately incorporated into their professional and personal lives.

One-Day Program Options:
Participants select 4 one-day programs offered within the same semester.

Audience

Professionals at any level who want a customized solution for their challenges, obstacles, and areas of improvement.

Venue

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

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.

View the complete March  - December 2024 Program Schedule 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

The certificate program is divided into 6 modules. A description of each module is below.

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 to 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

Why choose Xavier University’s Executive Certificate in Financial Planning program over another program?

Quality instruction is a must for any outstanding educational program. All faculty members have advanced degrees and certifications and are experienced professionals in their respective fields.

This program is a joint effort between Xavier University and Dalton Education. Combined with Xavier's commitment to education, students entering this program can be assured of the best education available.

In addition, participants can fulfill their CFP coursework requirement in 9 months when the average completion time is 12-18 months.

Xavier offers the only in-person CFP certificate program in the Cincinnati, OH area.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. (CFP Board) the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.

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.

View the complete March - December 2024 Program Schedule 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

Description

The certificate program is divided into 6 modules. A description of each module is below.

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 to 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

Why choose Xavier University’s Executive Certificate in Financial Planning program over another program?

Quality instruction is a must for any outstanding educational program. All faculty members have advanced degrees and certifications and are experienced professionals in their respective fields.

This program is a joint effort between Xavier University and Dalton Education. Combined with Xavier's commitment to education, students entering this program can be assured of the best education available.

In addition, participants can fulfill their CFP coursework requirement in 9 months when the average completion time is 12-18 months.

Xavier offers the only in-person CFP certificate program in the Cincinnati, OH area.

---

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board Center) owns and licenses to Certified Financial Planner Board of Standards, Inc. (CFP Board) the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which CFP Board authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board Center also owns and licenses to CFP Board the CFP BOARD® service mark. Any marks owned by CFP Board Center and licensed to CFP Board are used with permission.

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 same 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.

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.

Storytelling with Data:
Data provides the foundation for making smart and appropriate choices in many contexts. However, it is not unusual for managers to be overwhelmed by the amount of available data within their organization and the marketplace. This session focuses on identifying the relevant business objective or question, assessing what data is needed, and understanding the target audience. Then, participants will discover how to utilize the most applicable data to tell a compelling story that positively impacts the right business choices and outcomes. Participants will also explore the interpretation of data and ensure that data is used accurately and completely.

Time Management and Accountability:
This program aims to provide practical tips, tools, and strategies to help individuals approach their use of time wisely and help managers lead their teams more effectively. Oftentimes, procrastination sets in because a certain task seems daunting or emotionally taxing. Participants will explore ways to manage their energy and mindsets to aid in their productivity. Finally, the program will discuss how accountability is created between managers and their teams, among colleagues, and within oneself.

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