Financial Training

This page offers career resources including articles and related links; a directory of schools providing quick and easy information about their programs, organized by location; and links to related career categories.

Financial planners help businesses, families, and individuals with tax planning, estate planning, investment strategies, and retirement planning. Financial planners also assist businesses with accouting employees benefits, and sometimes with basic legal issues.

Financial training plays a key role in training the planner to recognize how to manage financial risks, and how to use case studies and computer modeling tools to evaluate those risks, and related opportunities.