Finance and Accounting

This course covers essential financial planning concepts, including client relationship development, document analysis, financial recommendations, and plan implementation. Students will explore topics like debt management, education funding, behavioral finance, and regulatory standards.

This course covers insurance, annuity, and employee benefit concepts, including risk analysis, personal and business insurance, and social insurance integration. Students will explore life, health, disability, and equity-based compensation within financial planning.

This course covers the characteristics, uses, and taxation of investment vehicles like stocks, bonds, real estate, and alternatives. It explores risk types, investment strategies, portfolio analysis, and valuation concepts for financial planning.
 
 

This course covers income tax fundamentals, business taxation, depreciation, and alternative minimum tax (AMT) rules. Students learn tax impacts on financial plans, including property exchanges, charitable contributions, and changes in tax status after death or divorce.

This course covers retirement needs analysis, types of retirement plans, and tax-advantaged options. It examines ERISA’s impact, Social Security’s role, distribution rules, and investment considerations for retirement planning and business plans.

This course covers estate planning strategies, including property transfer, gifting, estate liquidity, wills, probate, and trust taxation, providing students with practical insights into developing personalized estate plans for clients.

The Capstone: Financial Plan Development course integrates case analysis with key areas of financial planning, including principles, risk management, tax, investment, retirement, and estate planning, emphasizing practical application for students.