Current Term Classes - Certified Financial Planning

WE DON’T CARE WHERE YOU START; WE CARE WHERE YOU FINISH.
Blue Background
Off

Summer 2021

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 
Online Synchronous | May 24 – Aug 9| Mondays 6:30-9:30pm
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 501: Insurance Planning  
Online Synchronous | May 25 – Aug 10 | Tuesdays 6:30-9:30pm
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.
James Simos | Noncredit | Required

NCPR 502: Investment Planning
Online Synchronous | May 26 – Aug 11 | Wednesdays 6:30-9:30pm
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.
Gary Roseman | Noncredit | Required

* 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
Off