Executive Financial Planning Curriculum
(Each 12-week, 3-unit class meets Tuesdays 2:30-6 pm*) See tentative schedule below.
FIN 705 Estate Planning - August 13-Oct. 29, 2013
Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.
FIN 651 Seminar in Investments - Nov. 5, 2013-Feb. 4, 2014
Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.
ACCT 503 Federal Taxation of Individuals - Feb. 11-April 29, 2014
Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.
FIN 522 Individual Insurance Management - May 6-July 29, 2014
Economic, legal, social and ethical considerations of individual, business, and group insurance, including life, health, property, liability and social insurance.
FIN 657 Financial and Retirement Planning - August 5-Oct. 21, 2014
Decision-making process and theory of individual financial needs. Planning and implementation of financial strategies that aid in meeting family goals. Counseling, ethics, preparation of financial plans using casesand individuals.
FIN 590 Personal Financial Planning Practicum
Preparation of family financial plans using comprehensive cases and/or real financial data. Financial planning software. Counseling and communication skills, behavioral finance, client psychology, practice standards, discipline and ethics
*Note: This capstone course is to be taken once students have completed each of the five courses listed previously. It will be offered three times each year, finishing several weeks before each CFP exam application deadline. Unlike the other courses which are offered Tuesday afternoons, this class is offered Thursday afternoons.