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 – Sept. 19-Dec. 12, 2017
Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.
FIN 522 Individual Insurance Management – Jan. 2-March 27, 2018
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 – March 27-June 19, 2018
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 651 Seminar in Investments – Summer 2018 (dates TBA)
Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.
FIN 705 Estate Planning – Summer 2018 (dates TBA)
Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.
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.