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Executive Certificate in Financial Planning
Course Descriptions
Fundamentals of Financial Planning and 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 12C is required for this course.
Investment Analysis and 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 their goals.
Taxation of Persons, Property and 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, LLCs, and corporations
(including S corporations). Finally, this course will present the
students with taxation avoidance and minimization alternatives.
Retirement and 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.
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 case type questions on the CFP®
Certification Examination.
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