Certificate in Financial Planning
2007-2008 Course Schedule
Estate Planning & the Probate Process
Students explore the various aspects of estate planning and become familiar with the probate process. The course will stress the fundamentals of federal transfer taxes, estate valuation techniques, forms of ownership, inter vivos and testamentary trusts, living wills, and post mortem estate planning.
| Date: | January 18, 19, 25 & 26, 2008 (two Fridays & two Saturdays) |
| Time: | Fridays 5 p.m. - 10 p.m. Saturdays 8 a.m. - 6 p.m. |
| Price: | $650 (plus $95 for materials)* |
Investment Theory & Planning
This course provides a rigorous discussion of investment terminology as well as an in depth analysis of a variety of investment products, investment philosophies, and statistical tools commonly used to measure and evaluate portfolio risk and performance. Students also develop an understanding of portfolio allocation techniques, and the more prevalent academically recognized investment concepts and theories. The course also surveys the sources of investment information, and reviews the tax factors, financial markets, and securities regulations that impact the investment field.
| Date: | February 1, 2, 8 & 9, 2008 (two Fridays & two Saturdays) |
| Time: | Fridays 5 p.m. - 10 p.m. Saturdays 8 a.m. - 6 p.m. |
| Price: | $650 (plus $95 for materials)* |
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Income Tax Concepts & Planning
This course provides students with an in depth understanding of individual taxation, and an overview of the concepts and principles that govern the taxation of business operations, as well as the implications to individuals of distributions from various types of business entities. The particulars of taxation as they pertain to investment transactions and personal tax savings techniques will be stressed.
| Date: | June 13, 14, 20 & 21, 2008 (two Fridays & two Saturdays) |
| Time: | Fridays 5 p.m. - 10 p.m. Saturdays 8 a.m. - 6 p.m. |
| Price: | $650 (plus $95 for materials)* |
Insurance Coverage & the Financial Planning Process
Insurance often serves as the foundation of financial planning, so this course explores in depth, insurance theories, insurance markets, the particulars of various individual and group insurance products, and the application of these products to sophisticated fact patterns. The course also provides an overview of the personal financial planning process from gathering data through analyzing and formulating a comprehensive plan. Materials will include regulations affecting financial planners, basic time value concepts, calculator operations, and various ethical, economic, and professional considerations affecting financial planners.
Fall 2008 dates TBA
Retirement & Employee Benefit Planning
This course familiarizes students with the various types of qualified and non-qualified personal and employer-sponsored retirement plans. Students also learn about group-life and medical benefits, employer welfare programs, VEBA's and ESOP's.
Fall 2008 dates TBA
