Catalog/Programs
| Comprehensive Examination Review | Clock Hours: 21.00 | CEUS: 2.10 |
A course emphasizing the integration of various areas of personal financial planning and planning for diversified clientele. This is the final segment of the 18-month financial planning certificate program.Course ID
and Fee | Meeting Information | Instructor |
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| Estate Planning | Clock Hours: 33.00 | CEUS: 3.30 |
A course covering the planning and managing of federal estate and gift problems and opportunities, including topics such as exemptions and asset valuation. Approved for 24 hours insurance CE credit and 3 hour ethics insurance requirement.Course ID
and Fee | Meeting Information | Instructor |
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| Financial Strategies for Successful Retirement | Clock Hours: 10.00 | CEUS: 1.00 |
Discover how to reduce pressures on your retirement income. Learn which assets are appropriate for retirement income, for lifetime use and for future generations. Explore how to make appropriate health care decisions, especially who will provide care, where you will live and how you will pay for your health care. Then study options that allow you to transfer assets to other generations of your family. An optional financial planning consultation is provided after the class. Taught by financial professionals, this course includes a workbook and study aids. Couples may attend together for the single fee.Course ID
and Fee | Meeting Information | Instructor |
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| Fundamentals of Financial Planning | Clock Hours: 24.00 | CEUS: 2.40 |
This course establishes a foundation providing the student with a comprehensive overview of the financial planning process, emphasizing goal and priority setting, data gathering and implementing a financial plan. Also covered is time value of money concepts, financial calculator protocol, legal environment, financial analysis and ethical and professional considerations in financial planning. Approved for 24 hours Insurance CE credit and 3 hour Ethics Insurance requirement. This is the first course in the 2010 CFP (R) Certification Education Program.Course ID
and Fee | Meeting Information | Instructor |
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| Insurance Planning | Clock Hours: 33.00 | CEUS: 3.30 |
A course designed to acquaint the student with the basic principles and various types of insurance devices. Approved for 24 hours Insurance CE credit.Course ID
and Fee | Meeting Information | Instructor |
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| Investment Planning | Clock Hours: 33.00 | CEUS: 3.30 |
Analysis of investment alternatives in a risk return framework with an emphasis on selection, timing and diversification techniques. Approved for 24 hours Insurance CE credit.Course ID
and Fee | Meeting Information | Instructor |
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| Retirement/Employee Benefits Planning | Clock Hours: 33.00 | CEUS: 3.30 |
A complete understanding of the design and planning of retirement needs, including an examination of employer benefits. Approved for 24 hours Insurance CE credit.Course ID
and Fee | Meeting Information | Instructor |
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