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Fundamentals of Financial Planning and Insurance Planning
This course will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning. In addition, the course will present topics on the concepts of time value of money, education and retirement funding, and insurance planning. A financial calculator, such as an HP 12C, is required for this course.
Investment Analysis and Portfolio Management
This course introduces investment strategies, portfolio allocation
theory and application, debt and equity securities, and portfolio
management strategies. This course will also emphasize the
importance of determining a client's risk tolerance and goals
and then managing an investment portfolio that incorporates
a client's level of risk, while achieving financial goals.
Taxation of Persons, Property and Other Entities
This course will focus on the federal income tax system. Topics
will include gross income inclusions, exclusions, deductions,
exemptions and credits. This course will consider the income
taxation of individuals, sole proprietorships, partnerships,
LLC's, and corporations (including S corporations). Finally,
this course will present the students with taxation avoidance
and minimization alternatives.
Retirement planning and Employee Benefits
This course includes the comprehensive study of qualified and non-qualified retirement plans, other tax-advantaged plans, and employee benefits. In addition, this course will present an overview of the Social Security, disability and health care programs.
Estate Tax Planning
This course will provide students with an introduction to
estate planning and the taxation of estates for the purposes
of financial planning. In addition, the overall tax implications
of gifts and bequests will be presented in a manner that provides
students with taxation avoidance and minimization techniques
to be used when planning a client's estate.
Capstone Case Course in Financial Planning
This course will involve case analysis and the integration of the five major areas of personal financial planning, which include:
- Fundamentals of Financial Planning and Insurance Planning
- Investment Planning
- Taxation of Persons, Property and Other Entities
- Retirement and Employee Benefits
- Estate Tax Planning
Students will examine the financial condition of individuals or families in a real-world application of the financial planning topics that have been covered in the previous five courses. Students will have the opportunity to develop a financial plan and present their recommendations. The course is an excellent preparation tool for professionals entering the field and for case-type questions on the CFP® Certification Examination.
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