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.
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.Read more