Executive Financial Planning Curriculum
(Each 12-week, three-unit class meets one day a week 2-5;30 pm, except for FIN 590) See tentative schedule below.
ACCT 503 Federal Taxation of Individuals – July 12-Oct. 4, 2016
Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.
FIN 522 Individual Insurance Management – Oct. 4, 2016-Jan. 3, 2017
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 – Jan. 3-March 28, 2017
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 cases and individuals.
FIN 705 Estate Planning – March 28-June 20, 2017
Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.
FIN 651 Seminar in Investments – Fall 2017 (dates TBA)
Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.
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.