Financial planning coursework

Students will learn computer basics and how to use the computer for various applications including word processing, spreadsheets, internet usage, and presentation software.

Larry Jones Larry has twenty-seven years of experience in advising individuals in all areas of wealth management, with an emphasis on business owners and corporate executives. We make no representation as to the completeness or accuracy of information provided at these web sites.

The topic description will be published online in the Course Schedule each trimester the course is offered.

Students in the traditional track can expect to complete the program in approximately months if they take one course at a time. You have complex wealth management needs. The financial planning process will be emphasized in class discussion with illustrations from practical experience and actual case histories.

It is generally recognized as the highest standard in financial planning and represents a high level of competency, ethics and professionalism. You received an inheritance. Developing Financial Plans The program is fully online and text-based.

His current practice is focused on holistic planning, providing a comprehensive plan utilizing his experience as well as working with a network of top tax and legal professionals.

And, at the course level, you have the flexibility to learn at your own pace while staying on-track within a structured timeframe.

Emphasis is placed on demand, supply, market equilibrium analysis, and basic market structure models. Includes study of the basic characteristics of specific employee benefits such as group life insurance and group health coverage. The material presented in these courses has been developed by leaders in financial education.

Rather, students work at their own pace and at their own convenience within a structured framework. He is licensed to offer Life, Health, and Disability insurance as both an agent and counselor as well as serving as a Registered Representative and Investment Advisor Representative with Woodbury Financial Services.

Financial Planning Courses

This course is designed as a literacy course and although it has critical terminology is not fundamentally a computer forensics or technical course. The assignments and activities in the course are created to closely simulate teamwork found in the workplace.

Both can count as a general education or University elective. The purpose of this course is to enable students to address and utilize more of their inherent potential.

Estate Planning Capstone Course: Additional General Education Requirements 12 hours PF - Introduction to Spreadsheets 1 This course focuses on using spreadsheets to solve business applications.

Topics include the financial planning process, money management and investments, insurance needs, income tax planning, retirement planning and estate planning.

You sold a business. Other topics include group life and health insurance plans. The exam is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations.

Mark is often called upon to speak at client and professional seminars. Jeffrey Hoenle Jeffrey Hoenle has nearly 20 years in personal financial and insurance planning. Students will use a self-coaching model to apply principles and methods taken from a variety of current sources, i.

Using real-life examples, these courses will address complex topics and walk you through strategies to help you pursue your goals. Jeff has lectured at hundreds of client events, led several private courses at financial firms, and lectured to many groups and national organizations over the years.

Includes analysis of risk exposure, evaluation techniques for various insurance plans, and contract selection criteria from a cost-benefit standpoint.

A new course will begin every other month throughout the year. The balance of the course examines major elements of the statements such as cash, receivables, inventory, long'lived assets, depreciation, payroll, bonds, and other liabilities and stocks.

Details. Paul Dolce is the founder and President of Financial Solutions LLC.

Admissions at CSUB

He is a CERTIFIED FINANCIAL PLANNERâ„¢ practitioner, and a NAPFA-Registered Financial Advisor. Only general information can be given through a Chat session. For personal information, please contact the Financial Aid Office by phone or email.

The official CFP guide for career excellence. CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a.

Lori Oancea Lori Oancea, J.D. is the Executive Director of Success Systems, Training and Development with Michigan Financial Companies, a financial services firm focused in estate planning, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

Matthew Brandeburg is a Certified Financial Planner in Columbus, Ohio. He serves as the Chief Operating Officer for a fee-only financial planning firm with over $ million in assets under management and he's an active member of the National Association of Personal Financial. Personal & Family Financial Planning from University of Florida.

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout.

Financial planning coursework
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Certified Financial Planner