Capstone Course: Developing Financial Plans

Capstone Course Developing Financial Plans Overview The Capstone course prepares students of financial planning to effectively and appropriately develop, communicate, and monitor financial plans. Students will recall, integrate and apply knowledge and skills from the...

Estate Planning Online

Online Course Estate Planning Overview The Estate Planning course focuses on the use, conservation, and efficient transfer of an individual’s wealth. It embraces the law of property, wills, trusts, future interests, estate administration, insurance, income taxation,...

Income Tax Planning Online

Online Course Income Tax Planning Overview Tax planning is an integral part of achieving an individual’s financial goals. This course covers specific knowledge of tax calculation, accounting, and impact of business structures in a planning context. The financial...

Investment Planning Online

Online Course Investment Planning Overview This course provides a broad view of financial concepts and instruments and explores modern portfolio theory. The myriad forms of risk are discussed in great detail with an emphasis on understanding the differences in...

Insurance and Risk Management Planning Online

Online Course Insurance and Risk Management Planning Overview This course explores the fundamentals of risk management as an important element of individual and corporate financial plans. Specific insurance topics are discussed in detail, as well as an extended...