Current Term Classes - Certified Financial Planning

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Summer 2022

Class registration opens on March 31st (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 | May 23-Aug 8 | 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.
Kimberly Minnery | Noncredit | Required

NCPR 501: Insurance Planning
Online Synchronous | May 25-Aug 10 | Wednesdays 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.
Jesse Carlucci | Noncredit | Required

NCPR 502: Investment Planning
Online Synchronous | May 26-Aug 11 | Thursdays 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.
Salman Sadiq | Noncredit | Required

NCPR 506: Capstone: Financial Planning
Online Synchronous | May 24-Aug 9 | Tuesdays 6:30-9:30pm
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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