Current Term Classes - Certified Financial Planning

Spring 2019

Class registration opens on November 30. 

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
Online Synchronous | Mondays, 6:30-9:30pm | Jan 14-Apr 22 | $720
Falls Church | Mondays, 6:30-9:30pm | Jan 14-Apr 22 | $720

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.
Jean Schwarz | Online | Noncredit | Required
Gary Roseman | Falls Church | Noncredit | Required

NCPR 503: Income Tax Planning
Falls Church | Thursdays, 6:30-9:30pm | Jan 17-Apr 25 | $720
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: Recommended but not required:  Financial Accounting, Macroeconomics, and Statistics.
James Simos | Noncredit | Required

NCPR 505: Estate Planning
Falls Church | Tuesdays, 6:30-9:30pm | Jan 15-Apr 23 | $720
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. Prerequisite: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.
Sheffield Richey | Noncredit | Required

NCPR 506: Capstone: Financial Planning
Falls Church | Mondays, 6:30-9:30pm | Jan 14-Apr 22 | $720
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. Prerequisites: Completion of all other required courses.
Sheffield Richey | Noncredit | Required