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2000-2001 Catalog
Financial Services
Financial Planning

Industry Certification Preparation Program

This program, which is registered with the Certified Financial Planner Board of Standards, provides the educational requirements needed to sit for the national certification examination administered by the CFP Board. The program is intended for:

  • Personal financial management professionals seeking the CFP designation
  • Professionals in banking, credit unions, insurance, and employee benefits
  • Career-changers who want to enter the financial services industry
  • Professors and instructors who want to expand their knowledge
  • Individuals who want an in-depth study of financial planning for personal use
Taught by practicing financial professionals with CFP, CPA or JD designations, the six-course program is designed to be completed in 18 months. Classes begin in January, April, July and October and meet one evening per week. Students successfully completing the program are eligible to take the CFP Board’s examination to be designated as a Certified Financial Planner. Award of the CFP designation by the CFP Board is given upon passing the certification exam and fulfilling a work experience requirement.

Financial aid is not available for this program. However, the program is eligible for Veterans Affairs and Navy tuition assistance.

Course Number and Title
MED 0100 Fundamentals of Financial Planning
MED 0101 Insurance Planning and Risk Management
MED 0102 Investment Planning
MED 0103 Income Tax Planning
MED 0104 Retirement Planning and Employee Benefits
MED 0105 Estate Planning

Course Descriptions

Fundamentals of Financial Planning: FP I

This course introduces students to the fundamental issues of personal financial planning. The course is based on the learning objectives specified by the CFP Board with emphasis on the process of financial planning. This course is designed to provide students with an understanding of the concepts of the financial planning process, the economic environment, the time value of money, the legal environment, financial analysis, and ethical and professional considerations in financial planning.

Insurance Planning and Risk Management: FP II

This course introduces students to the application of insurance planning and risk management in personal financial planning. This course is designed to provide students with an understanding of the concepts of identification of risk exposure, legal aspects of insurance, property and liability policy analysis, life insurance policy analysis, health insurance policy analysis, employee benefits, social insurance, insurance regulation, and principles of insurance taxation.

Investment Planning: FP III

This course introduces students to investment planning in the personal financial planning process. The course is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, economic environment, and financial markets, strategies and tactics, modern portfolio theory, and the integration of these topics.

Income Tax Planning: FP IV

This course introduces students to the application of income tax planning in personal financial planning. This course is designed to provide students with an understanding of the concepts of the fundamentals of income taxation, tax computations, and concepts of tax planning.

Retirement Planning & Employee Benefits: FP V

This course introduces students to the application of retirement planning and employee benefits in personal financial planning. This course is designed to provide students with an understanding of the concepts of the ethical considerations, Social Security and Medicare benefits, retirement plan types, qualified plan characteristics, distributions and distribution options, group insurance benefits, other employee benefits, and analysis of retirement factors.

Estate Planning: FP VI

This course introduces students to the application of estate planning in personal financial planning. This course is designed to provide students with an understanding 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.