Title | Winter | Spring | Summer | Fall |
Principles of Financial Analysis (3.00 Units)
MGMT X433.20
Learn the basic analytical and mathematical tools used in personal financial planning. The concepts of cash flow, time value of money, present value, future value, annuities, amortization, net present value, and internal rate of return will be explored.
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to be scheduled
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Online
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Online
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to be scheduled
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Survey of Personal Financial Planning (4.00 Units)
MGMT X433
Learn the fundamental principles of comprehensive personal financial planning. The concepts of cash flow, college funding, insurance, taxation, investment analysis, employment benefits, retirement, estate planning, industry regulations, professional standards, the business cycle and monetary and fiscal policies will be explored.
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to be scheduled
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Online
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Online
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to be scheduled
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Insurance Planning (4.00 Units)
MGMT X433.7
Learn how to manage risk with insurance. Life insurance, annuities, disability insurance, medical long term care, homeowner’s insurance, auto insurance, umbrella liability policies, and public insurance programs such as Social Security, Medicare, and Medicaid will be explored.
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Online
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to be scheduled
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Investment Planning (4.00 Units)
MGMT X433.1
Learn the investment concepts essential to personal financial planning. Securities laws and regulations, risk analysis, stock valuation, expected rates of return, market indicators, monetary policy, bonds, yield curves, futures, mortgages, mutual funds, and portfolio construction and management will be explored.
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to be scheduled
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Online
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Income Tax Planning (4.00 Units)
MGMT X433.2
Learn how to recognize and take advantage of income tax planning opportunities. The concepts of income, deductions, rates, credits, sales, exchanges, tax favored investments, passive activity rules, and basic limitations will be explored.
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Remote
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to be scheduled
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Retirement Planning (4.00 Units)
MGMT X433.8
Learn the key components of a comprehensive retirement needs analysis. Stock options, non-qualified deferred compensation plans, non-pension-related benefits, tax favored corporate retirement plans, and non-corporate retirement plans will be explored.
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to be scheduled
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Online
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Estate Planning (4.00 Units)
MGMT X433.9
Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction while exploring the most concepts and methods relating to lifetime gifts and trusts, title to property, life insurance and annuities, business interest, post death tax and legal problems.
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Online
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to be scheduled
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Personal Financial Planning Practicum (4.50 Units)
MGMT X433.21
Learn how apply the knowledge acquired from the required Personal Financial Planning curriculum to create a complete financial plan from the ground up. Client counseling, data gathering, presentation, and implementation of financial plans will be explored.
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to be scheduled
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Remote
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