• Read more about 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

• Read more about 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

• Read more about 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

• Read more about MSMT 500 Graduate Orientation

In this online orientation, students are introduced to the courses within the MSM program, the faculty and fellow students. Students are also oriented to The College and the educational resources available to GS students. 000379 MSFP MSFPP MSM Single Course 1 1.00 Financial Planning Leadership Master's Degree Program Advanced Career Professional No No 0003791 0

• Read more about 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

• Read more about 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

• Read more about CE 164 Comp. Exam-Ed Slott and Company IRA Success powered by The American College of Financial Services

Ed Slott and Company’s IRA Success powered by The American College of Financial Services is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics. 000378 IRA Single Course 13 1.00 Retirement Planning Continuing Education Advanced Career Professional No Yes 0003781 AL DE HI IN MD MS MT NC NE NH NM NY OK OR RI SC SD TX UT VT WI WY AZ CT ID PR WV KS IL ND PA 0

• Read more about CE 163 Ed Slott and Company IRA Success powered by The American College of Financial Services

Ed Slott and Company’s IRA Success powered by The American College of Financial Services is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics. With this course you will receive access to all 12 courses listed below including CE 164, the comprehensive exam. You must complete all the courses including the exam to earn credit for CE 163. CE151: Navigating the SECURE Act CE152: Planning for the End of the Stretch IRA CE153: IRA Beneficiary Examples, Mistakes, and Checklists CE154: 25 IRA Rules You Must Know (Part One) CE155: 25 IRA Rules You Must Know (Part Two) CE156: 25 IRA Rules You Must Know (Part Three) CE157: Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning CE158: Roth 401(k) Rules / IRA Update and Tax Planning Strategies CE159: Naming Trusts as IRA Beneficiaries (Part One) CE160: Naming Trusts as IRA Beneficiaries (Part Two) CE161: Advising Clients on Key Rollover Decisions CE162: Estate and Life Insurance Planning with IRAs CE164 Comprehensive Exam for Ed Slott and Company’s IRA Success 000377 IRA Single Course 14 13.00 Retirement Planning Continuing Education Advanced Career Professional Yes Yes 0003771 AL AR DE HI IN KS MD MS MT NC NE NH NM NY OK OR RI SC SD TX UT VT WI WY AZ CT ID PR WV IL ND PA 27.5G

• Read more about CE 162 Estate and Life Insurance Planning with IRAs

This course provides an overview on estate and life insurance planning with IRAs. Students explore using life insurance as a planning solution to replace the stretch IRA, how to plan for estate tax uncertainty, and the application of IRA strategies to increase insurance and annuity sales. 000376 IRA Single Course 12 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003761 1.5G

• Read more about CE 161 Advising Clients on Key Rollover Decisions

This course provides an overview of how to advise clients on key rollover decisions. Topics covered in this course include how to use the SECURE Act to attract large IRA rollover clients, NUA rules and strategies for employer stock, five NUA mistakes you cannot afford to make, 72(t) rules for early IRA and plan distributions, and an examination of 72(t) IRA rulings and court cases. 000375 IRA Single Course 11 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003751 2.5G