![]() ![]() You'll take classes in taxation, investments, insurance, retirement planning and estate planning. ![]() Our program, registered with the Board of Certified Financial Planners ™, follows CFP® Board guidelines. For example, CMU's program is Board Certified enabling you to sit for the Certified Financial Planning Exam after graduation. Our program will prepare you to take state and federal insurance and securities exams as well as over ten industry certification exams. ![]() Personal financial planners empower clients to achieve these milestones.Īt Central Michigan University, you'll learn how to weigh risk and opportunity as you help others reach their financial goals. Buying a home, sending a child to college and saving enough to retire are major events. In addition, the student will orally present a summary of the plan for evaluation.Money is at the core of many of the decisions that shape our lives. The student will submit a comprehensive written financial plan for evaluation by the course instructor. The student will complete case studies and continue development of the sections of the written financial plan related to content areas covered in the course. Fall 2įI 424 – Personal Financial Planning CapstoneįI 424 will be a continuation of the comprehensive written financial plan started in FI 423 , with emphasis on a comprehensive understanding of content in the PFP curriculum, including retirement planning and estate planning. Analytical procedures will be taught and cases used to illustrate the determination of financial goals, appropriate produce selection, and planning process implementation necessary to accomplish goals. This course centers around the principles, concepts, ethics and applications of financial planning for the professional planner working with individuals, families or businesses. This course is designed to provide students with an understanding of the concepts of the fundamentals of estate planning, estate planning considerations and constraints, tools and techniques for general estate planning, and the tools and techniques for special estate planning situations. SummerĪ course that allows students to apply estate planning in personal financial planning. Healthcare planning, Medicare and ethical issues will be included. Additional topics of study are the advantages and costs of employee benefit plans, including non-pension benefits. Students will learn the various alternatives available in planning for retirement, including qualified and non-qualified retirement plans and social security. Spring 2įI 419 – Retirement and Employee Benefit PlanningĪ course that provides an in depth exploration of two important aspects of financial planning. Spring 1Ī study of federal income tax law and application as it applies to individuals. Emphasis on economic environment, fundamental and technical analysis, sources of information, and the efficient markets concept for risk management. Overview of various investment alternatives, selection criteria, portfolio management, and financial markets. Fall 1 Start – Course ListingĪn introduction to the basic principles of insurance and risk management from the perspective of the individual and family consumer consideration is given to business risk management. Syllabi is available for most current classes. Certificate for Personal Financial PlanningĬonfirm class availability.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |