Required Courses (7)

NCPR 500 Personal Financial Planning
Introduces the concepts of the financial planning process, client/planner interactions, time value of money applications, personal financial statements development and assessment, cash flow and debt management, and asset acquisition. Other topics and an overview of practice management concepts will be discussed. Prerequisites: financial accounting, macroeconomics, statistics

NCPR 501 Insurance Planning
Introduces students to risk management and insurance decisions in personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance, and long term care. Prerequisites: financial accounting, macroeconomics, statistics

NCPR 502 Investment Planning
Provides an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. Prerequisites: financial accounting, macroeconomics, statistics

NCPR 503 Income Tax Planning
Focuses on principles and current law and practice of income taxation and its impact on financial planning for individuals, couples, and families in their roles as investors, employees, and business owners. Prerequisites: financial accounting, macroeconomics, statistics

NCPR 504 Retirement Planning
Focuses on retirement preparation. Includes topics such as the importance of retirement planning, an evaluation of the clients’ needs, an understanding of Social Security and Medicare, and qualified and non-qualified retirement plans. Prerequisites: financial accounting, macroeconomics, statistics

NCPR 505 Estate Planning
Focuses on the efficient conservation and transfer of wealth consistent with the clients’ goals. Studies the legal, tax, financial, and non-financial aspects of this process, and covers topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers, and related taxes.

NCPR 506 Capstone: Financial Planning
Engages students in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. Focuses on refining and developing skills needed for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives. Prerequisites: financial accounting, macroeconomics, statistics

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