Curriculum & Course Descriptions

Fundamentals and Ethical Considerations and Insurance and Employee Benefits

An overview of specific areas of financial planning - income tax planning, investment planning, retirement planning, estate planning, and intro to concepts of time value of money, education/retirement funding, and insurance planning. A financial calculator, such as an HP 12C, is required for this course.

Investment Planning

An introduction to investment strategies, portfolio allocation theory & application, debt & equity securities, portfolio management strategies, determining a client's risk tolerance & goals, and managing an investment portfolio that incorporates a client's level of risk.

Retirement Planning

A study of qualified & non-qualified retirement plans, other tax-advantaged plans, employee benefits, and an overview of the Social Security, disability & health care programs.

Income Tax Planning

A focus on the federal income tax system to include gross income inclusions, exclusions, deductions, exemptions, credits, income taxation of individuals, sole proprietorships, partnerships, LLC's, corporations (including S corporations), taxation avoidance, and minimization alternatives.

Estate Planning

An intro to estate planning & taxation, tax implications of gifts & bequests for tax avoidance and minimization techniques.

Classroom Delivery

Classes are held IN PERSON every other weekend on campus - Friday eve from 5:00 p.m. to 8:50 p.m. and Saturdays from 8:45 a.m. to 5:00 p.m. Every effort is made to ensure that classes meet every other weekend, but holidays and local events may sometimes alter the schedule. (If local health conditions require a shift to remote or online learning, we adhere to the existing course calendar. Please refer to our cancellation policy for more information.) We offer two start dates each year - April and September. Rolling admissions for the next available start date are open. Course assessments include quizzes, final exams, and a group case presentation. A passing grade on the final exam is 70%.