Fall 2022 Course Registration

Registration is for Fall 2022 has closed.
Each course has an individual registration link and those links are provided below. If you are registering for multiple courses, you will have to click each individual link below, add the course to your cart, and then checkout. Links open in a new window.

Important Dates for Fall 2022:
August 23: Last Day to Register for Classes
August 24: First Day of Class
December 11: Last Day of Class
December 19: End of the semester

Withdrawal & Refund Schedule:
Date of Withdrawal | Percent of Course Fee Refunded
On or before August 28*: 90%
After August 28 and on/before September 25: 60%
After September 25 and on/before October 30: 30%
After October 30: No refund
* 10% is retained to cover processing costs and course enrollment fees.
To initiate the withdrawal process, you must contact us directly via email. We cannot issue a refund otherwise.

Textbook Information & Course Access:
Download the Fall 2022 textbook list (opens as a PDF in a new window)

The course registration system will automatically place you into the course. The username and password that you select during the course registration process will be the same credentials you use to access the course.

FPCC 435 Financial Planning for Professionals

This course provides a comprehensive overview of financial planning from a professional perspective. Topics covered include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, retirement, and estate planning. As a result of your participation in this course, you will be able to:

Describe the financial planning process, use goals to establish financial direction, assess the external environment, and analyze a client’s present financial position.
Apply time value of money concepts to various financial planning problems and assess investment strategies using different types of securities.
Estimate the impacts of income tax planning strategies, apply the basic process for retirement planning, and define the considerations for estate planning.
Evaluate the roles of various insurance products in managing risks and appreciate the professional and ethical aspects of financial planning.

FPCC 437 Tax Planning

This course walks students through how to apply the principles of income tax planning to enhance household income after taxes. Emphasis is placed on understanding tax laws, concepts, and rules, as well as opportunities for planning. The remaining Estate Planning topics are covered in this course. As a result of your participation in this course, you will be able to:

Describe and apply the federal income tax system to the calculation of gross income and tax liabilities for households and small businesses.
Describe the tax implications of property transactions, including depreciation, sales and other dispositions.
Explain the alternative minimum tax and its effects on tax liability, and describe the characteristics and taxation of various legal business entities, such as partnerships, LLCs, and C and S corporations.
Apply the concepts of gift and estate taxation to the development of plans for estate planning planned giving to achieve the benefactor’s goals.

FPCC 438 Investment Planning

This course applies investment principles considering families’ goals, time horizons, risk tolerance, and tax implications to build investment portfolios. In this course, you will learn how to manage your investment portfolio as well as develop successful investment programs for personal investors and financial planners using financial planning software. Other topics include attributes of various asset classes, asset allocation and selecting securities. As a result of your participation in this course, you will be able to:

Describe the operations of the securities markets and the basic principles of investing and portfolio planning.
Understand the equity and fixed-income asset categories and their risks and roles in the portfolio.
Explain the use of mutual funds and ETFs in the portfolio and the guidelines for asset allocation and managing your own portfolio.
Identify and evaluate the roles of alternative investments, such as commodities and real estate, in the portfolio.

FPCC 439 Retirement Planning

This course covers the considerations involved in preparing for those important retirement years. There are both qualitative (i.e. retirement age decisions, retirement income management) and quantitative (i.e. calculating retirement needs and plan limits) aspects to this planning process. Your employer will offer retirement programs, which you will need to evaluate. And, what can you expect from Social Security and Medicare. As a result of your participation in this course, you will be able to:

Describe and apply different retirement income strategies.
Calculate a retirement needs analysis using time value of money and make fiduciary retirement portfolio recommendations.
Describe the basics of retirement plan design while accounting for taxes and IRS/ERISA regulations.
Recognize the special topics of retirement such as gender retirement issues, baby boomer retirement needs, social welfare, and Defined Benefits vs Defined Contributions decisions.
Develop a comprehensive knowledge of the Social Security and Medicare system.

FPCC 441 Financial Planning Capstone

This course provides an overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. As a result of your participation in this course, you will be able to:

Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan.
Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
Apply the CFP Board Financial Planning Practice Standards to the financial planning process.

You must have completed the following courses before enrolling in Capstone: 435, 436, 437, 438, and 439.
We do allow students to take one course concurrently with 441. We suggest not taking 437 or 439 concurrent with Capstone.

Expected Time Commitment
The Capstone course is the most time intensive course in our program. Only you know how much time you have each week to dedicate to the course requirements. In the Fall and Spring semesters (15-weeks in length), students can expect to spend 8-10 hours per week. In the Summer semesters (10-weeks in length), students can expect to spend 10-12 hours per week.