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Current Term Classes - Certified Financial Planning

 

Spring 2020

Class registration opens on December 2. 

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 | Tuesdays, 6:30-9:30 pm | Jan 14 - Apr 21 
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.
Eric Wiegand | Noncredit | Required  

NCPR 503: Income Tax Planning
Falls Church | Mondays, 6:30-9:30 pm | Jan 13 - Apr 20
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 
James Simos | Noncredit| Required

NCPR 505: Estate Planning
Falls Church | Wednesdays, 6:30-9:30 pm | Jan 15 - Apr 22
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.
Sheffield Clay Richey, Jr. | 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