- Workbook assignments
- Client information assignment
- Case studies
- Lesson quizzes
- Final exam
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WHO SHOULD ATTEND
- Conveniently located onsite at University of North Florida
- Completes the education requirements in just 10 months’ time
- Friday and Saturday class format to help meet the needs of working professionals
* According to CNN and Payscale. 2015 CFP Board Career Center.
Designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.
Designed to acquaint students with the principles of risk management and various types of insurance including casualty, fire, health, life, auto, home, disability. The principles taught prepare students to identify a client’s risk exposure and select appropriate risk management techniques.
Introduces the wide variety of investment vehicles that may be included in a client’s portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more.
Emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more.
Provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.
Covers planning and managing federal estate and gift tax planning & opportunities. The perspectives of heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees are considered. Topics include asset valuation, estate tax deductions, exemptions & credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.
The Financial Plan Development Capstone course will integrate the material from program individual courses. Students will take this course only when they have finished all previous program courses successfully or meet CFP Board criteria for challenge status. This course will be structured as a casework course with cases that will closely reflect the types of cases students may encounter as financial planner. Each student case will integrate discussed components to reflect the complexities of working with real life clients in both written and oral format.