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Courses - Certified Financial Planning

Required Courses (7)

It is highly recommended that students enroll in NCPR 500 prior to enrollment in other courses.

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: Recommended but not required: Financial Accounting, Macroeconomics, and 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: Recommended but not required: Financial Accounting, Macroeconomics, and 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: Recommended but not required: Financial Accounting, Macroeconomics, and 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: Recommended but not required: Financial Accounting, Macroeconomics, and 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: Recommended but not required: Financial Accounting, Macroeconomics, and 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. Prerequisites: Recommended but not required: Financial Accounting, Macroeconomics, and Statistics.

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 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. 

* The information contained on this website is for informational purposes only. The Undergraduate Record and Graduate Record represent the official repository for academic program requirements.

Faculty Spotlight

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By teaching financial planning, I'm giving my students the opportunity to similarly impact their clients’ lives.
A photograph of Jim Simos

Jim Simos

CERTIFIED FINANCIAL PLANNING

With decades of experience across multiple industries including commercial real estate and financial planning, Jim’s most impressive credential might be this: of the first 28 students he taught in the SCPS Certified Financial Planning preparatory certificate program, all 28 passed the CFP exam on their first try. Merging his dedication to learning with his aptitude for financial planning, Jim is committed to impacting both the career prospects and financial futures of his students.

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