Courses

FP 501 Financial Planning Process & Insurance

  • Introduction to the Financial Planning Process
  • Regulatory & Ethical Considerations for Financial Planners
  • Introduction to the Time Value of Money
  • Introduction to the Insurance Industry
  • Introduction to Risk Management & Related Legal Issues
  • Introduction to Life Insurance & Annuities
  • The Life Insurance Selection Process
  • Health Care Plans
  • Disability Income & Long-Term Care Insurance
  • Property & Liability Insurance

FP 502 Investment Planning

  • Security Markets
  • The Economic Environment
  • Investment Risk & Return
  • Common Stock Valuation & Performance Measurement
  • Security Analysis
  • Features of Fixed-Income Securities
  • Valuation & Analysis of Fixed-Income Investments
  • Derivatives
  • Real Assets
  • Mutual Funds & Foreign Investments

FP 503 Income Tax Planning

  • Income Tax Concepts, Basic Terminology & Tax Calculations
  • Tax Accounting & Forms of Business
  • Income Tax Aspects of Property Acquisitions & Introduction to Property Dispositions
  • Income Tax Aspects of the Disposition of Property
  • Passive Activity Losses & Related Topics
  • Income Tax Aspects of Securities
  • Tax Planning for the Family
  • Tax Law

FP 504 Retirement Planning & Employee Benefits

  • Planning for Retirement
  • Introduction to Retirement Plans
  • Defined Contribution Plans for the Private Sector
  • Defined Benefit Plans for the Private Sector
  • Retirement Plans for Nonprofit & Governmental Entities
  • Plan Design, Installation & Administration Issues
  • Retirement Plan Distributions
  • Other Employee Group Benefits
  • Nonqualified Executive Benefit Plans

FP 505 Estate Planning

  • Estate Planning Process & Goals
  • Methods of Estate Transfer at Death
  • The Federal Estate Tax
  • The Federal Gift Tax
  • Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
  • Methods of Estate Transfer During Life
  • Estate Liquidity & Postmortem Actions
  • Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries

FP 506 Capstone Course: Financial Plan Development

>> Updated information on CFP Board course requirements