This course provides a thorough working knowledge of business modeling and analysis techniques with Microsoft Excel, with the ultimate objective of transforming data and modeling assumptions into actionable key metrics.

This course covers the final step of business analysis, focusing on designing and implementing solutions with measurable, reportable outcomes, and communicating to stakeholders post-implementation reviews and assessments.

This courses hones the business analyst skills required for successful project outcomes: collaboration, internal negotiation, motivation, and integration of analytical, verbal and written communication.

This course builds on prior certificate courses and focuses on techniques to plan and manage the elicitation process, critical to a successful business analysis, which demands thorough requirements elicitation and analysis.

This course focuses on how to determine the activities required in order to “zero-in” or define business/organizational issue(s), create an initial work plan, and demonstrate how actions will be carried out.

This core class provides a basic understanding of functions and impact of the business analyst role, focusing on functions related to the development of enterprise-wide solutions.

Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans.

Be exposed to real client data designed to challenge your writing skills. At the conclusion of the course, you should be able to effectively present findings to a credit manager or credit committee.

Learn to dissect a business plan, evaluate each component; read, research, fact-check and evaluate the plan; and communicate the SWOT of the business plan to appropriate conclusions.

This course prepares you for your first day of work in credit analysis: where to start, what to look at, what to do, and what you need in a real-world work environment.

This course provides a broad overview of credit instruments and markets, covering risk, return, debt securities, and the techniques firms and governments use to approach the debt market.

Receive a comprehensive review of cash management, consumer credit; stocks, bonds, mutual funds, housing, insurance; legal protection; retirement planning; funding educational expenses; and estate planning.

The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.

This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.

This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.

The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.

This online course presents the legal, ethical, and regulatory issues affecting financial planners and continues with a discussion of the principles of risk management and insurance.

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.

This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.