msfpp fp acp mdp

MSFP 536 Behavioral Finance

This course provides an overview of the research and theory into the field of behavioral finance and how it is applicable to financial service professionals. Student will first learn the theory of rational choice and then go through a series of examples of where people deviate from one might consider a rational decision. They will then learn how to use behavioral biases to help improve client’s financial well-being. 000389 MSFP MSFPP Single Course 10 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0003892 0

MSFP 557 Retirement Planning

This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans. This course explores the advantages and disadvantages of the various types of plans and provides the understanding and skills necessary to assess the costs and benefits of such plans from the perspective of clients, whether employers or employees. This highly participative course will help students evaluate client-specific goals, identify key issues, and recommend appropriate solutions. 000387 MSFP MSFPP Single Course 6 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0003872 0

MSFP 559 Fundamentals of Estate Planning

This course explores the application of estate planning methodologies and policies to personal financial planning. Introduces estate planning tools and strategies to assist a client in developing, maintaining, and transferring their wealth consistent with their objectives. Topics include professional role differentiation between financial advisers, CPAs, and estate-planning attorneys; writing disclaimers in a financial plan; gift and estate taxation; ownership of personal and real property issues; wills; letter of last instructions; trusts; trustees/personal representatives and their fiduciary responsibilities; probate strategies; implications for individuals; general/limited partnerships; closely held businesses; corporations; life insurance funding; post-mortem planning; creative estate planning strategies consistent with client goals and values; charitable giving strategies. 000386 MSFP MSFPP Single Course 3 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0003862 0

MSFP 558 Investment Planning

This course provides a foundation in portfolio and household investing theory and application. Our objective is to give you a deeper understanding of the unique aspects of developing portfolio strategies for individuals. It provides an introduction into the economics of investing, portfolio theory, behavioral finance, equity and fixed income instruments, financial products, optimal household portfolio, and tax efficient accumulation and decumulation strategies. Our goal is to give students a mastery of advanced personal investing strategies. 000385 MSFP MSFPP Single Course 7 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0003852 0

MSFP 555 Fundamentals of Insurance Planning

This course introduces students to the application of insurance planning and risk management in personal financial planning. It 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. Topics include career issues; contractual and agency legal issues; insurance distribution systems (including Internet); evaluating insurers; personal risk assessment; risk strategies; alternative risk transfer approaches; life insurance programming and product analysis; key-person insurance; business continuation applications; life insurance use in income & estate tax planning; applicability of other insurance products (e.g., health, disability, general liability, property and casualty); HMOs, group insurance plans; workers compensation; relevant aspects of social security; negligence issues; errors & omissions policies; & professional ethics. 000384 MSFP MSFPP Single Course 5 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0003843 0

MSFP 551 Introduction of Financial Planning

This course introduces the broad scope of financial planning as it relates to personal goals/values, as well as its role in the financial services industry. It 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. Topics include careers in financial services, management of personal financial statements, time-value-of-money analysis, calculator/computer applications, insurance, Social Security, house-buying strategies, education funding techniques, investments, retirement planning, income tax and estate planning. 000383 MSFP MSFPP Single Course 2 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0003833 0

MSFP 631 Advanced Retirement Planning Issues

This course addresses current issues relevant to helping clients save for retirement and ensure that adequate retirement income lasts a lifetime. Topics include the retirement savings crisis, determining retirement needs, motivating clients to save, maximizing savings through tax strategies, choosing an appropriate retirement income strategy, tax-efficient distributions, and Social Security benefits claiming. 000285 MSFP MSFPP Single Course 9 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0002852 0

MSFP 650 Capstone Case Development

This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans. This course explores the advantages and disadvantages of the various types of plans and provides the understanding and skills necessary to assess the costs and benefits of such plans from the perspective of clients, whether employers or employees. This highly participative course will help students evaluate client-specific goals, identify key issues, and recommend appropriate solutions. 000256 MSFP MSFPP Single Course 11 1.00 Financial Planning Master's Degree Program Advanced Career Professional No No 0002563 0

MSFP 554 Income Taxation

This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS. 000017 EPT<sup>&reg;</sup> MSFP MSFPP MSM Single Course 4 1.00 Retirement Planning Financial Planning Leadership Certificate Program Master's Degree Program Advanced Career Professional No No 0000173 0
Subscribe to MSFPP