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John Carroll University
John Carroll University
20700 North Park Blvd.
University Heights,OH 44118
Katie Campbell

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Cleveland, Ohio Columbus, Ohio

Program Description

John Carroll University's Executive Certificate in Financial Planning program has been designed for professionals in the brokerage, insurance, accounting, banking, and related industries. Whether you are new to the financial services industry or a seasoned financial services professional, this program is equally beneficial. An outstanding faculty presents material in a manner that is clear and concise. The program will focus on technical aspects, practical application, ethical and professionalism of financial planning. Topics include: -The Process of Financial Planning -Insurance Planning -Investment Planning -Income Tax Planning -Retirement and Employee Benefit Planning -Estate Planning

Programs and Fees

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BISYS Education Materials

Mission and/or Goals

John Carroll is a Catholic and Jesuit University dedicated to developing women and men with the knowledge and character to lead and to serve. The Office of Continuing Education extends this mission to the Northeast Ohio Community as a provider of customized public programs for professional development in leadership, management and business skills. Our programs provide career enhancing opportunities in a robust and dynamic learning environment. We design programs in keeping with the needs of busy working adults while maintaining the quality and educational excellence John Carroll has come to stand for in our community.
©2004 The Northern and Central Ohio Partnership for Financial Education ~ Technical Questions? ~ Content Questions?