Current Term Classes - Certified Financial Planning

Spring 2024

Class registration opens on November 27 (may be subject to change). 

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 | Tuesdays 6:30-9:30pm | Jan 23-Apr 30 | No Class Mar 5 (Spring Break)
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.
Salman Sadiq | Noncredit | Required

NCPR 503: Income Tax Planning
Online Synchronous | Wednesdays 6:30-9:30pm | Jan 17-Apr 24 | No Class Mar 6 (Spring Break)
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.
Trent Colledge | Noncredit | Required

NCPR 505: Estate Planning
Online Synchronous | Mondays 6:30-9:30pm | Jan 22-Mar 25
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.
Benjamin Abitz | Noncredit | Required

NCPR 506: Capstone: Financial Planning
Online Synchronous | Tuesdays 6:30-9:30pm | Jan 23-Apr 30 | Restricted class; Contact Program Administrator for class registration.
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.
Gary Roseman | Noncredit | Required

* Asynchronous online courses at SCPS can sometimes include synchronous sessions. Attendance is strongly encouraged but not mandatory. Synchronous sessions will be recorded.

* 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.

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