Please Note: You are registering for a two-course bundle. The full program schedule is listed below, and the Semester 2 courses included in this bundle are highlighted.
January 2027 Program Schedule
Tuesdays and Thursdays from 6:00pm - 9:00pm
Investment Planning: January 12 - March 2, 2027
Retirement Savings & Income Planning: March 9 - April 27, 2027
Estate Planning: May 4 - June 22, 2027
Tax Planning: June 29 - August 24, 2027
Risk Management & Insurance Planning: August 31 - October 19, 2027
Financial Plan Development(Capstone): October 26 - December 21, 2027
Course Descriptions for Included Bundle Courses
Tax Planning
Designed to enable the professional providing personal financial planning services to recognize many of the income tax planning opportunities and dilemmas that may arise. The course covers the fundamentals of individual income taxation and tax law overview, terminology and computations. Discussion and analysis will focus on practical problems involving tax planning implications of home ownership; property transactions; tax advantage investments; divorce and remarriage; forms of business ownership; accounting methods and periods; life insurance, annuities, and securities; intra-family and charitable transfers; and forms and methods of employment compensation.
Estate Planning
This course introduces the essential concepts and strategies used in estate planning while emphasizing practical application through case studies and client scenarios. Students examine property ownership, wealth transfer strategies, wills and trusts, business succession planning, estate valuation, gift and estate taxation, and the income tax implications of estate planning decisions. Through integrated case analysis, participants learn how estate planning fits within a comprehensive financial plan and develop skills for addressing complex client situations.