Current Term Classes - Certified Financial Planning

Summer 2018

Class registration opens on April 16. 

The School of Continuing and Professional Studies may cancel, modify, or make substitutions for any published class or program, may change instructors, and may change the dates and times a class is offered. The information published here and in the catalog is subject to change.  For the most up-to-date and complete information, please use the SIS Class Search

NCPR 500: Personal Financial Planning
Falls Church | Mondays, 6:30-9:30pm | May 21-Aug 6 | $695
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. Recommended but not required: Financial Accounting, Macroeconomics, Statistics. No class will be held on Monday, 5/28. Course work will be posted in Collab for this session.
Sheffield Richey | Noncredit | Required

NCPR 501: Insurance Planning
Falls Church | Tuesdays, 6:30-9:30pm | May 22-Aug 7 | $695
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. Recommended but not required: Financial Accounting, Macroeconomics, Statistics. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.
James Simos | Noncredit | Required

NCPR 502: Investment Planning
Falls Church | Wednesdays, 6:30-9:30pm | May 23-Aug 8 | $695
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. Recommended but not required: Financial Accounting, Macroeconomics, Statistics. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics. No class held on Wednesday, 7/4. Course work will be posted in Collab for this session.
Sheffield Richey | Noncredit | Required

NCPR 506: Capstone: Financial Planning
Falls Church | Mondays, 6:30-9:30pm | May 21-Aug 6 | $695. This is a blended course. Face to face sessions: Mondays, 5/21, 6/4, 7/16, 8/6; 6:30-9:30pm
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 for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives. Recommended but not required: Financial Accounting, Macroeconomics, Statistics.
Gary Roseman | Noncredit | Required