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Current Term Classes - Certified Financial Planning

 

Fall 2019

Class registration opens on August 6. 

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
Falls Church | Tuesdays, 6:30-9:30pm | Aug 27- Dec 3 | 
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.
Sheffield Clay Richey Jr. | Noncredit | Required  

NCPR 504: Retirement Planning
Falls Church | Wednesdays, 6:30-9:30pm | Aug 28-Dec 4 | 
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
Blended (Falls Church & Online Synchronous) | Thursdays, 6:30-9:30 pm | Aug 29-Dec 5| In-person classes: 8/29, 10/17, 12/5 | All other classes to be held synchronously |
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.

Faculty Spotlight

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

Jim Simos

CERTIFIED FINANCIAL PLANNING

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