Taking more than one course at a time at least once during the program such as Income Tax, Estate or Retirement Planning. (Taking more than two courses per term is not recommended.)
Taking the Introduction and Investment course by themselves (i.e. do not double up).
Taking the Financial Plan Development and Presentation course by itself at the end of the program. (Per CFP Board no exceptions will be made.)
Program Schedule: Courses are held according to the schedule below, but may be subject to change.
Registration tips:
Click on a course link to register.
To see the dates and prices for multiple courses, filter by term.
320-0 Financial Plan Development and Presentation (Capstone) *Only offered during the Fall and Spring terms. Please plan your schedule with this in mind.
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Sample Course Plans
Standard
Fall Start
YEAR 1
YEAR 2
FALL
Intro
Estate
WINTER
Insurance
Retirement
SPRING
Income Tax
Financial Plan
SUMMER
Investment
[July Exam]
Spring Start
YEAR 1
YEAR 2
SPRING
Intro
Estate
SUMMER
Insurance
Retirement
FALL
Income Tax
Financial Plan
WINTER
Investment
[March Exam]
Accelerated
Fall Start
YEAR 1
YEAR 2
FALL
Intro
Financial Plan
WINTER
Insurance + Retirement
[March Exam]
SPRING
Income Tax + Estate
SUMMER
Investment
Spring Start
YEAR 1
YEAR 2
SPRING
Intro
Financial Plan
SUMMER
Insurance + Retirement
[July Exam]
FALL
Income Tax + Estate
WINTER
Investment
To limit our community's exposure to COVID-19, the spring quarter will now commence on April 4. Online courses may have adjusted dates, but will otherwise run as usual. On-campus courses will be conducted remotely until April 27; University leaders will decide by April 17 whether to continue remote teaching or to return to in-person instruction on April 27. Updated information for affected courses can be found in the scheduling notes area under the course description.
FN_EXTND 301-0 : Insurance Planning
Description
This course will help students to identify the types of risk
client’s face, and to evaluate various methods of mitigating that
risk. Contingency planning is an important element of the financial
planning process. We will discuss how to make recommendations to
manage ongoing risk when planning for the future. Students will
also learn to analyze clients’ insurance needs and determine the
type and amount of insurance best suited to each client's
situation. Students will understand what is necessary for clients
regarding life, property, liability, homeowner's and personal-auto
insurance. Students will also learn the relevant issues related to
different types of insurance, including, life, property and
casualty, medical, disability, and long-term care insurance.
This course is offered during the winter and summer
terms.
Registered students can access their online course site
here. An activated NetID and password is required for
login. *Please note: It may take up to 24-hours for registered
students to be added to the online course platform.
Additional Information:
The concepts in this course were previously covered in FN_PLAN 311-0 or FN_EXTND 311-0. Students who have already completed 311-0 do not need to take this course.
