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Current Term Classes - Certified Financial Planning

Summer 2019

Class registration opens on April 15. 

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 13-Jul 29 | $720 | No class meeting on 5/27. Coursework will be posted on Collab for this session.
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.  
Jean Schwarz | Noncredit | Required  

NCPR 501: Insurance Planning
Falls Church | Tuesdays, 6:30-9:30pm | May 14-Jul 30 | $720
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.
James Simos | Noncredit| Required  

NCPR 502: Investment Planning
Falls Church | Wednesdays, 6:30-9:30pm | May 15-Jul 31 | $720
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.
Sheffield Richey | 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.

Faculty Spotlight

By teaching financial planning, I'm giving my students the opportunity to similarly impact their clients’ lives.
A photograph of Jim Simos

Jim Simos


With decades of experience across multiple industries including commercial real estate and financial planning, Jim’s most impressive credential might be this: of the first 28 students he taught in the SCPS Certified Financial Planning preparatory certificate program, all 28 passed the CFP exam on their first try. Merging his dedication to learning with his aptitude for financial planning, Jim is committed to impacting both the career prospects and financial futures of his students.

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University of Virginia School of Continuing and Professional Studies
104 Midmont Lane PO Box 400764, Charlottesville, VA 22904