Current Term Classes - Certified Financial Planning

Fall 2023

Class registration opens on August 7 (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 | Aug 22-Nov 28 | November 7th (Election Day) and November 22nd-26th (Thanksgiving recess) are official University of Virginia Holidays and no class sessions will be scheduled on these dates.      
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 | Thursdays 6:30-9:30pm | Aug 24-Oct 26 | Accelerated Course; Meets 1 night per week for 10 weeks           
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 504: Retirement Planning                   
Online Synchronous | Wednesdays 6:30-9:30pm | Aug 23-Nov 29 | November 7th (Election Day) and November 22nd-26th (Thanksgiving recess) are official University of Virginia Holidays and no class sessions will be scheduled on these dates.
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. Recommended but not required: Financial Accounting, Macroeconomics, Statistics.      
Salman Sadiq | Noncredit | Required           

NCPR 505: Estate Planning               
Online Synchronous | Mondays & Thursdays 6:30-9:30pm | Oct 2-Nov 2 | Accelerated Course; Meets 2 nights per week for 5 weeks
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 | Sep 26-Dec 7 | Accelerated Course; Meets 1 night per week for 10 weeks | November 7th (Election Day) and November 22nd-26th (Thanksgiving recess) are official University of Virginia Holidays and no class sessions will be scheduled on these dates.
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.