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...
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,...
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...
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...
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...
Online Course Introduction to Financial Planning Overview Introduction to Financial Planning provides an overview of the field of financial planning and the planning process, including ethical considerations and related issues. Additional topics include personal...
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