|
Classes:
Executive Certificate in Financial Planning
Course Descriptions
Fundamentals of Financial Planning & Insurance Planning
(4 CEU)
This course will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning. In addition, the course will present topics on the concepts of time value of money, education and retirement funding, and insurance planning. A financial calculator, such as an HP-10BII, is required for this course.
Investment Analysis & Portfolio Management
(3.2 CEU)
This course introduces investment strategies, portfolio allocation theory and application, debt and equity securities, and portfolio management strategies. This course will also emphasize the importance of determining a client's risk tolerance and goals and then managing an investment portfolio that incorporates a client's level of risk while achieving financial goals.
Taxation of Persons, Property, & Other Entities
(3.2 CEU)
This course will focus on the federal income tax system. Topics will include gross income inclusions, exclusions, deductions, exemptions and credits. This course will consider the income taxation of individuals, sole proprietorships, partnerships, LLC's, and corporations (including S corporations). Finally, this course will present the students with taxation avoidance and minimization alternatives.
Retirement & Employee Benefits
(3.2 CEU)
This course includes the comprehensive study of qualified and non qualified retirement plans, other tax-advantaged plans, and employee benefits. In addition, this course will present an overview of the Social Security, disability and health care program.
Estate Tax Planning
(3.2 CEU)
This course will provide students with an introduction to estate planning and the taxation of estates for the purposes of financial planning. In addition, the overall tax implications of gifts and bequests will be presented in a manner that provides students with taxation avoidance and minimization techniques to be used when planning a client's estate.
Capstone Cases in Financial Planning
(2.4 CEU)
This course will involve case analysis and the integration of the six major areas of personal financial planning, which include:
- Fundamentals of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
Students will examine the financial condition of individuals or families in a real-world application of the financial planning topics that have been covered in the previous five courses. Students will have the opportunity to develop a financial plan and present their recommendations. The course is an excellent preparation tool for professionals entering the field and for solving case-type questions on the CFP® Certification Examination.
Course Schedule
September 2009-May 2010
Fundamentals of Financial Planning & Insurance (48 Hours)
September 25, 6:00pm-9:35pm (4 hours)
September 26, 8:45am-5:05pm (8 hours)
October 2, 6:00pm-9:35pm* (4 hours)
October 3, 8:45am-5:05pm* (8 hours)
October 16, 6:00pm-9:35pm (4 hours)
October 17, 8:45am-5:05pm (8 hours)
October 30, 6:00pm-9:35pm (4 hours)
October 31, 8:45am-5:05pm (8 hours)
Investments (36 Hours)
November 13, 6:00pm-9:35pm (4 hours)
November 14, 8:45am-5:05pm (8 hours)
November 20, 6:00pm-9:35pm* (4 hours)
November 21, 8:45am-5:05pm* (8 hours)
December 4, 6:00pm-9:35pm (4 hours)
December 5, 8:45am-5:05pm (8 hours)
Taxation of Persons, Property, & Other Entities (36 Hours)
January 8, 6:00pm-9:35pm (4 hours)
January 9, 8:45am-5:05pm (8 hours)
January 22, 6:00pm-9:35pm (4 hours)
January 23, 8:45am-5:05pm (8 hours)
February 5, 6:00pm-9:35pm (4 hours)
February 6, 8:45am-5:05pm (8 hours)
Retirement & Employee Benefits (36 Hours)
February 19, 6:00pm-9:35pm (4 hours)
February 20, 8:45am-5:05pm (8 hours)
March 5, 6:00pm-9:35pm (4 hours)
March 6, 8:45am-5:05pm (8 hours)
March 19, 6:00pm-9:35pm (4 hours)
March 20, 8:45am-5:05pm (8 hours)
Estate Tax Planning (32 Hours)
March 26, 6:00pm-9:35pm* (4 hours)
March 27, 8:45am-5:05pm* (8 hours)
April 9, 6:00pm-9:35pm (4 hours)
April 10, 8:45am-5:05pm (8 hours)
April 23, 6:00pm-9:35pm (4 hours)
April 24, 8:45am-1:05pm (4 hours)
Capstone Case Course in Financial Planning (68 Hours)**
April 24, 1:00pm-5:05pm (4 hours)
May 7, 6:00pm-9:35pm (4 hours)
May 8, 8:45am-5:05pm (8 hours)
May 21, 6:00pm-9:35pm (4 hours)
May 22, 8:45am-5:05pm (8 hours)
|
|
