I have a deep understanding for financial planning, and I look forward to taking my career to the next level. Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors! From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work.
It helped me plan study time accordingly and gave me a practical benchmark for preparation time. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests — not for me. Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others. The Dalton materials, coursework, virtual classroom and schedule are not only intuitive and user friendly for a working mother, but they are top notch.
I felt prepared for the exam, and after passing the exam I realized how Dalton had not only prepared me for everything but they over prepared me. I have a deep understanding for financial planning, and I look forward to taking my career to the next level.
Thank you Dalton! A huge shout out to a team of highly intelligent and helpful instructors! From the beginning, I greatly appreciated a detailed schedule for staying on track with the material while allowing you the flexibility between deadlines to manage your work and personal life alongside my certification work.
It helped me plan study time accordingly and gave me a practical benchmark for preparation time. I have co-workers who are taking the program through other providers and they are stuck all day on a Saturday reviewing and taking tests — not for me.
Also, the exam prep materials are amazing! I love the flash cards and the Quick Sheets. The instructors are amazing and I have felt very supported along the way. I would definitely recommend Dalton to others.
Want to learn more? Or speak to a team member? Choose Your Path to Certification. Live-Virtual and On-Demand. Self-Paced Plus. Virtual Classroom Plus. Retail Price. Sold out. Payment Plan. Live Exam Prep. Textbooks Print or ebook.
Instructor Support. Student Success Coach. Practice Questions - Testbank. Review Readiness. Exam Readiness Predictor. Mock Exams. Digital Flashcards. Individual Coaching Post Review Readiness. Supplemental Lectures. Supplemental Questions. Physical or Digital? Payment Option Price. Live Instruction. Analyze various client scenarios to determine and effectively communicate individualized recommendations covering various topics on the financial planning spectrum.
FIN Risk Management and Insurance Planning Examine strategies to mitigate financial risk through risk management techniques to protect income, assets and financial plans. Differentiate between insurance types and products and be able to conduct an insurance needs analysis to make informed client recommendations.
FIN Estate Planning and Taxation Examine estate planning techniques used to optimize an estate's value and to ensure a seamless transition of assets upon an individual's death. Explore appropriate questions to ask in order to collect the information needed for evaluation of, and recommended changes to, the estate plan. Students familiarize themselves with the different parties involved in an estate plan.
FIN Financial Plan Development Demonstrate ability in the role of financial planner to synthesize and apply financial planning knowledge and skills through developing a financial plan. Expertise and skills required include conduct and regulation, general principles and regulation, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning to develop a comprehensive financial plan.
INT Introduction to International Business This course is the foundation for business in a global context with an emphasis on applications. It offers a survey of fundamentals and principles of management in the context of globally oriented firms and primarily presents an assessment of the differences between business in domestic and international context.
The course explores fundamental issues in business in an increasingly interdependent world; including management principles and techniques in a global context.
Themes constituting fundamentals of international business such as economic, political, cultural and social environment of business; organizations that facilitate international business and organizational structures; trade theory; government influence on trade; international business modalities and entry strategies into foreign markets, global financial system as well as the emerging issues related to international business; are also explored. IT Business Systems Analysis and Design This course provides students with the necessary level of information technology education relative to understanding the uses and roles of information systems in business organizations.
Students receive instruction on the information concepts and methodologies associated with the development of business information systems, and their effective application to the solution of business problems. Students learn the major issues of managing information technology in the contemporary business environment and the relationship between organizations' structures and information technology.
Team approaches are utilized along with structured computer laboratories and cases using spreadsheet and database management tools.
Writing intensive course. MKT Introduction to Marketing This course examines the organization's functions for creating, communicating, and delivering value to customers. These functions, designed to meet customers' needs and organizational goals, include marketing research, environmental monitoring, target market selection, product selection, promotion, distribution and pricing.
OL Human Relations in Administration The human relations skills that managers need to develop interaction skills that contribute directly to effective human resource management and the development of higher productivity are studied. Skill areas include leadership, motivation, communications, group dynamics, organizational development, management by objectives, and stress and time management. Students learn techniques for becoming more effective managers, subordinates, peers and persons.
Students are introduced to the international aspects of human relations. This interdisciplinary approach to the study of the process of strategic management includes strategic analysis planning, implementation, evaluation and control from the perspective of top management in profit-making U.
Text and case studies are used extensively. Writing and team intensive course. Experience with Microsoft Office or equivalent is required. Total Credits: Minimum Hardware Requirements. Currently supported operating system from Apple. Strongly recommended for online students.
Required for campus students. Frequently Asked Questions What can you do with a degree in financial planning? Is financial planning a good career? Which CFP program is best? How do I become a certified financial planner? Costs vary depending on where and how you're learning. Licensure and Certification Disclosures SNHU has provided additional information for programs that educationally prepare students for professional licensure or certification.
BS in Finance - Financial Planning. ACC Financial Accounting. Students will learn the steps of the accounting cycle and how to prepare financial statements in accordance with industry established rules and regulations.
Managerial Accounting. Students will explore the financial impact of short-term and long-term business decisions. Federal Taxation I. Learn about current US tax laws and the Internal Revenue Code IRC , as well as the relevant source documents, associated with federal tax returns for individuals. Prepare federal tax returns and communicate various tax return information to individuals.
BUS Business Law I. Students will examine the background, foundation, and ethical aspects of the United States' legal system as it applies to business organizations. FIN Principles of Finance. Students will examine the corporate finance discipline, including the financial management of organizations and the skills needed to make decisions about financing, investments, and dividends. Financial Statements and Reporting Analysis. This course introduces the importance of strategic analysis through the use of financial statements, the purpose of which is to assess the overall performance, effectiveness, and efficiency of the organization.
Advanced Personal Financial Planning. Explore the comprehensive financial planning process and develop financial knowledge to assist in collecting client data for the decision-making process used to make informed client recommendations. Risk Management and Insurance Planning. Examine strategies to mitigate financial risk through risk management techniques to protect income, assets and financial plans.
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