Current Term Classes - Certified Financial Planning

Summer 2023

Class registration opens on March 30 (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 | Mondays 6:30-9:30pm | May 22-Aug 7 | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those 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.
Lester Reid | Noncredit | Required

NCPR 500: Personal Financial Planning
Online Synchronous | Mondays and Thursdays 6:30-9:30pm | Jun 26-Jul 27 | Accelerated Course; Meets 2 nights per week for 5 weeks | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those 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.
Yvonne Hampton | Noncredit | Required

NCPR 501: Insurance Planning
Online Synchronous | Wednesdays 6:30-9:30pm | May 24-Aug 9 | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those dates.
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.
Yvonne Hampton | Noncredit | Required

NCPR 502: Investment Planning
Online Synchronous | Thursdays 6:30-9:30pm | May 25-Aug 10 | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those dates.
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 502: Investment Planning
Online Synchronous | Mondays and Thursdays 6:30-9:30pm | May 22-Jun 22 | Accelerated Course; Meets 2 nights per week for 5 weeks | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those dates.
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.
Benjamin Abitz | Noncredit | Required

NCPR 503: Income Tax Planning
Online Synchronous | Mondays and Thursdays 6:30-9:30pm | Jun 26-Jul 27 | Accelerated Course; Meets 2 nights per week for 5 weeks | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those dates.
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 506: Capstone: Financial Planning
Online Synchronous | Fridays and Saturdays 6:30-9:30pm | Jul 7-Aug 5 | Accelerated Course; Meets 2 nights per week for 5 weeks | May 29th (Memorial Day); June 19th (Juneteenth); and, July 4th (Independence Day) are official University of Virginia holidays and no class sessions will be scheduled on those 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.