Current Term Classes - Certified Financial Planning

Blue Background

Spring 2022

Class registration opens on November 29 (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 | Thursdays, 6:30-9:30pm | Jan 20 - Apr 28             
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.
Gary Roseman | Noncredit | Required

NCPR 503: Income Tax Planning              
Online Synchronous | Wednesdays, 6:30-9:30pm | Jan 19 - Apr 27             
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         
Online Synchronous | Tuesdays, 6:30-9:00pm | Jan 25 – May 3             
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.              
Eric Wiegand | 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.

Blue Background