Financial Planning and Wealth Management offered by Tarrant County College
- Public University
- Estd. 1965
Financial Planning and Wealth Management at TCC Overview
Financial Planning and Wealth Management
at TCC
Empowering Wealth Growth, Preservation, and Prosperity Through Tailored Planning and Expert Wealth Management Solutions
Duration | 5 days |
Start from | Start Now |
Total fee | ₹47,700 |
Mode of learning | Online |
Official Website | Go to Website  |
Course Level | UG Certificate |
Financial Planning and Wealth Management at TCC Highlights
Financial Planning and Wealth Management
at TCC
- Earn a certification from Tarrant County College
- Learn from expert faculty
Financial Planning and Wealth Management at TCC Course details
Financial Planning and Wealth Management
at TCC
Skills you will learn
Who should do this course?
- Families and individuals planning for retirement, education funding, or other long-term financial goals
What are the course deliverables?
- The meaning and process of financial planning
- Basic steps in financial planning
- Construction of personal financial statements as a tool for measuring personal wealth
- The importance of budgeting
- The concept of time value of money
- Need for diversified investment
More about this course
- Financial Planning and Wealth Management are key skills needed for today’s leaders. In this course you will be presented with the key information needed to help you understand the basic aspects of estate planning and various methods of property transfers, gifts and gift tax
- In addition Information is presented regarding The Gramm-Leach-Bliley Act which requires institutions to disclose privacy policies, and limits instances in which consumer information can be shared. Also covered is Insurance Concepts, Mutual Funds & Retirement Planning
Financial Planning and Wealth Management at TCC Curriculum
Financial Planning and Wealth Management
at TCC
Estate Planning - An Overview
Various ways that property can be owned and transferred
Distinguish between the various forms of ownership
Transfer of Property
Transfers through the probate process
Testamentary distribution
Estate Planning - Wills
Definition and importance of will
Types of wills
Gift and Gift Tax
What to gift, why to gift, and when to gift
Gifts that are subject to gift tax
Financial Planning and Wealth Management at TCC Entry Requirements
Financial Planning and Wealth Management
at TCC
Eligibility criteria
- Education: High school diploma or equivalent
Conditional Offer
- Not mentioned
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Financial Planning and Wealth Management at TCC Contact Information
Financial Planning and Wealth Management
at TCC
Address
444 North Henderson
Fort Worth, TX 76102
Fort Worth ( Texas)
Phone
Email
internationaladmissions@tccd.edu
(For general query)
trinity.registrar@tccd.edu
(For admission query)
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