• 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