Masters Programs in Financial Planning

Compare 4 Masters Programs in Financial Planning

Financial Planning

Financial planning is the process of formulating how a business entity will afford to attain its strategic goals and objectives. It formulates a plan describing resources, activities, materials, and equipment that are necessary for achieving these objectives, and the time frames involved. Master in Financial Planning is designed to provide students with an excellent understanding of the financial planning process, together with the fundamental knowledge and skills required in professional practice. This program provides a great foundation to those looking forward to being employed in the finance sector, and also enables professionals presently employed in the finance industry to develop their skills further.

Graduates in Masters Degree in Financial Planning are ready to sit for the financial examinations that gives them competitive edge in the job market. Graduates also gain technical, quantitative, and analytical skills needed to tackle complex financial situations. They also gain knowledge of legal and regulatory setting in which financial planning takes place and familiarity with pertinent licensing, compliance, and reporting requirements. The program also helps students develop interpersonal skills that are necessary to maintain good client relationships and work successfully with colleagues.

Master in Financial Planning usually takes between one and two years, depending on if one is taking it part-time or full-time. To study the program, one needs an undergraduate degree (not necessarily in finance), but there may be some prerequisites for those without a business background.

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Executive Master in Personal Financial Planning

Antwerp Management School
Campus Part time 2 years September 2017 Belgium Antwerp

In this part-time Executive Master in Personal Financial Planning you will learn to master juridical, fiscal, social and economical aspects relevant for an optimal structuring of capital. Financial independence can only be guaranteed when all domains are tuned to one another. [+]

Masters in Financial Planning. Executive Master in Personal Financial Planning Personal financial planning is gaining importance on the daily. Wealthy individuals are looking for experts to guide them in structuring their capital both on short-term and long-term more than ever. Financial planning is the preferred method to make statements on building, sustaining and assuring the financial independence of people. In this part-time Executive Master in Personal Financial Planning you will learn to master juridical, fiscal, social and economical aspects relevant for an optimal structuring of capital. Financial independence can only be guaranteed when all domains are tuned to one another. The program is built in a way that you can flexibly follow the whole master course. Your choice: apply for the 2-eyar program or take the modular route. For more information on the modules: see their respective pages: Finance Planner Estate Planner Pension Planner Tax Planner Why follow this program at Antwerp Management School? This is the only accredited Master degree in financial planning in Belgium At the end of the program you are capable to execute the whole trail of structuring income and capital for your client. The modular approach and flexible application allow you to apply immediately and take your available study time in account. Increased possibilities to become one of the coveted FSMA accreditations (FMSA-accredited under the number 500009 A + B in the context of statutory education) This course is acknowledged by the National Chamber of Notaries, IAB, IBR and BIBF (continuous education) Top experts in... [-]

Master Specialized Microfinance

Institut Africain de Management
Campus Full time September 2017 Senegal Dakar

A high-level training that creates social relationships and expresses a solidarity that goes in the direction of social and economic innovation. In recent years, microfinance pioneers in the higher education environment, through optional courses or some specialized masters. These courses meet both the needs of a growing sector and expectations of young people interested in jobs "that make sense." [+]

Become a social and economic innovation actor. A high-level training that creates social relationships and expresses a solidarity that goes in the direction of social and economic innovation. In recent years, microfinance pioneers in the higher education environment, through optional courses or some specialized masters. These courses meet both the needs of a growing sector and expectations of young people interested in jobs "that make sense." OBJECTIVES OF THE PROGRAMME Provide students with the technical skills The overall objective of the program is to train immediately operational, capable to lead or accompany the daily sound and efficient management and the development of a Decentralized Financing System (DFS). Specifically, the program aims to train managers able to: • Analyze the internal and external environment of SFD including macroeconomic financial and legal environment and the organization of these structures; • Create Microfinance Institutions (MFIs) sustainable; • Manage the MFIs and MFIs with the requirements and professionalism required; • Ensure the promotion of DFS. CONDITIONS OF ADMISSION • Bachelor • Application form • BSAT admission test • Maintenance LANGUAGES • English • Japanese • Chinese • Fulani and Mandingo The Bachelor in business IAM Audit and Management Control is offered alone or in joint-degree with UQAC Canada. Like many other Bachelor group, originality, coherence and pedagogical structure have led to his being labeled by the CENTRE for EXCELLENCE UEMOA, being certified to quality standard ISO 9001 version 2000 and get the Accreditation of the African and Malagasy Council of Higher Education (CAMES) .c;... [-]

Specialised Master in International Wealth Management

ESCP Europe Business School
Campus Full time 6 months January 2018 France Paris

The objectives of the programme are to enable students to master the essentials in important international wealth management areas such as law, finance and tax in an international environment. Help to understand the cross-country aspects, ethics and psychology that make up wealth management. [+]

Masters in Financial Planning. Studies at Paris and London campuses. Scientific Director: Prof. Cécile Kharoubi and Prof. Jean-Philippe Mabru Objectives of the programme Enable students to master the essentials in important international wealth management areas such as law, finance and tax in an international environment. Help to understand the cross-country aspects, ethics and psychology that make up wealth management. Career opportunities Graduates work in positions such as: Independent Financial Advisor, Risk Controller, International Product Manager, Junior Private Banker, Portfolio Manager, Notary, Patrimonial Engineer, etc. Curriculum A combination of theory classes and of live practical cases: The Environment of Wealth Management, Relationship Management and State Regulations Law and Taxation of Private Assets Global Estate Planning: Real Estate Investments, Life Insurance, Trusts Asset Allocation and Portfolio Management: Introduction to Finance, Portfolio Management Alternative Investment Strategies: Hedge Funds, Private Equity, Commodities, Islamic Finance Wealth Management and Corporate Structures Personal Financial Planning Strategies Time spent on campuses 5 months in Paris – 1 month in London International seminar 1-week seminar in Geneva, Switzerland – in partnership with UBS. Class Profile Business: 38% Economics/Finance: 35% Law/Political science: 22% Other fields: 5% 11% international students 35% women, 65% men Language requirement French and English Duration 1 year (Start in September) Job Survey 45K€ is the average salary after the MS. Less than 3 months after graduation 89% are employed. 75% have a job with an international dimension. In which sector: Finance/Banking/Insurance: 88% Chemicals/Pharmaceutical Industry: 6% Law: 6% How to apply Online application TOEFL, TOEIC or IELTS... [-]

Master in Financial Planning and Tax Management

Takming University Of Science And Technology
Campus Full time September 2017 Taiwan Taipei

This is the first graduate school set up based on customers’ viewpoint of financial planning in Taiwan. The purpose of its establishment is to provide professional knowledge about income and tax management so that our students are trained to be good at their own financial management or become professional tax managers. [+]

Master in Financial Planning and Tax Management Department of Banking and Finance Introduction In 1994, this department was established as the Banking and Finance Section. Our school was restructured as a technology institute in 2000. In 2009, we established the financial planning and tax management master program. In August 1994, we established the day division five-year college. In August 1996, we established the evening division 2-year college In August 1998, we established the weekend division 2-year college. In August 2000, we established the day and evening division 2-year technical school. In August 2001, we established the weekend division 2-year technical school. In August 2002, we established the evening division 4-year technical school. In August 2003, we established the day division 4-year technical school. In 2009, we established the financial planning and tax management master program. Feature Department of Banking and Finance Cultivating talents specializing in all aspects of finance is our departmental objective. Our curriculum is designed with both theories and practice equally valued. We also set up a license application supporting program to help our students obtain as many licenses as possible. W cooperate with organizations to provide practical training opportunities for students. Financial Planning and Tax Management Master Program This is the first graduate school set up based on customers’ viewpoint of financial planning in Taiwan. The purpose of its establishment is to provide professional knowledge about income and tax management so that our students are trained to be good at their own financial management or become professional... [-]