Certificate in Financial Planning
2008-2009 Course Schedule
SPRING 2009
Investment Theory & Planning
This course provides a rigorous discussion of investment terminology as well as an in depth analysis of a variety of investment products, investment philosophies, and the statistical tools commonly used to measure and evaluate portfolio risk and performance. Students also develop an understanding of portfolio allocation techniques and other academically recognized investment concepts and theories. The course also surveys the sources of investment information, and reviews the tax factors, financial markets, and securities regulations that impact the investment field.
Date: January 17 & 31 and February 14, 2009 |
Time: 8:30 a.m. - 6:30 p.m. |
Class#: FP 22 |
Estate Planning & the Probate Process
Students explore the various aspects of estate planning and become familiar with the probate process. Focus is placed on the fundamentals of federal transfer taxes, estate valuation techniques, forms of ownership, inter vivos and testamentary trusts, living wills, and post mortem estate planning.
Date: January 24, February 7 & 21, 2009 |
Time: 8:30 a.m. - 6:30 p.m. |
Class#: FP 25 |
Income Tax Concepts & Planning
This course provides students with an in depth understanding of individual taxation, and an overview of the concepts and principles that govern the taxation of business operations, as well as the implications to individuals of distributions from various types of business entities. The particulars of taxation as they pertain to investment transactions and personal tax savings techniques will be stressed.
Date: April 18, May 2 & 16, 2009 |
Time: 8:30 a.m. - 6:30 p.m. |
Class#: FP 23 |
