Current Term Classes - Certified Financial Planning

Spring 2023

Class registration opens on November 28 (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 | Thursdays 6:30-9:30 pm | Jan 19-Apr 27    
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 500: Personal Financial Planning        
Online Synchronous | Mondays & Thursdays 6:30-9:30 pm | Jan 19-Feb 16 | Accelerated Course; Meets 2 nights per week for 5 weeks    
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.    
TBD | Noncredit | Required
    
NCPR 501: Insurance Planning        
Online Synchronous | Mondays & Thursdays 6:30-9:30 pm | Feb 20-Mar 23 | Accelerated Course; Meets 2 nights per week for 5 weeks
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.    
TBD | Noncredit | Required
    
NCPR 503: Income Tax Planning        
Online Synchronous | Wednesdays 6:30PM-9:30 pm | Jan 18-Apr 26

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.    
TBD | Noncredit | Required


NCPR 504: Retirement Planning        
Online Synchronous | Mondays & Thursdays 6:30-9:30 pm | Mar 27-Apr 27 | Accelerated Course; Meets 2 nights per week for 5 weeks    
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.    
TBD | Noncredit | Required
    
NCPR 505: Estate Planning        
Online Synchronous | Tuesdays 6:30-9:30 pm | Jan 24-May 2    
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.    
Eric Wiegand | Noncredit | Required
    
NCPR 505: Estate Planning        
Online Synchronous | Mondays & Thursdays 6:30-9:30 pm | Jan 19-Feb 16 | 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.    
TBD | Noncredit | Required
    
NCPR 506: Capstone: Financial Planning        
Online Synchronous | Fridays & Saturdays 6:30-9:30 pm | Mar 31-Apr 29 | Accelerated Course; Meets 2 nights per week for 5 weeks
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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