Current Term Classes - Certified Financial Planning

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Fall 2021

Class registration opens on August 11 (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 24-Nov 30             
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.
Eric Wiegand | Noncredit | Required

NCPR 504: Retirement Planning
Online Synchronous | Wednesdays, 6:30-9:30pm | Aug 25-Dec 1
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.
James Simos | Noncredit | Required

NCPR 506: Capstone: Financial Planning              
Online Synchronous | Thursdays, 6:30-9:30pm | Aug 26-Dec 2 
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

* 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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