mcp
The first part of this course teaches students the "language of business" — accounting. It deals with understanding and analyzing financial statements to evaluate the financial stability and performance of a company. The second part of this course provides students with the knowledge of the fundamentals of equity valuation.
000325
AEP
Single Course
24
1.00
Philanthropic Planning
Master's Degree Program
Advanced Career Professional
Mid Career Professional
No
No
0003251
0
GS 849 Charitable Giving Strategies
The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift.
000049
AEP
CAP<sup>®</sup>
MSFPP
Single Course
9
1.00
Philanthropic Planning
Financial Planning
Master's Degree Program
Professional Designations & Certifications
Advanced Career Professional
Mid Career Professional
Yes
Yes
0000491
AL
AL
AR
AR
AZ
AZ
CA
CA
CO
CO
CT
CT
DE
DE
GA
GA
HI
HI
IA
IA
IN
IN
KS
KS
KY
KY
LA
LA
MA
MA
MD
MD
ME
ME
MI
MI
MN
MN
MS
MS
MT
MT
NC
NC
NE
NE
NH
NH
NJ
NJ
NM
NM
NV
NV
NY
NY
OK
OK
OR
OR
PA
PA
PR
PR
RI
RI
SC
SC
SD
SD
TN
TN
UT
UT
VT
VT
WI
WI
WV
WV
WY
WY
MO
TX
VA
IL
OH
ND
ID
10G
GS 839 Planning for Impact in Context of Family Wealth
The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan.
000041
AEP
CAP<sup>®</sup>
MSFPP
Single Course
8
1.00
Philanthropic Planning
Financial Planning
Master's Degree Program
Professional Designations & Certifications
Advanced Career Professional
Mid Career Professional
Yes
Yes
0000411
AL
AL
AR
AR
AZ
AZ
CA
CA
CO
CO
CT
CT
DE
DE
GA
GA
HI
HI
IA
IA
IN
IN
KS
KS
KY
KY
LA
LA
MA
MA
MD
MD
ME
ME
MI
MI
MN
MN
MS
MS
MT
MT
NC
NC
NE
NE
NH
NH
NJ
NJ
NM
NM
NV
NV
NY
NY
OK
OK
OR
OR
PA
PA
PR
PR
RI
RI
SC
SC
SD
SD
TN
TN
UT
VT
VT
WI
WI
WV
WV
ID
MO
VA
WY
FL
IL
OH
ND
10G
MSFP 543 Business Succession Strategies
This course covers advanced topics in business succession planning, provides an overview of gift and trust taxation to illustrate how charitable transfers facilitate business succession planning objectives, presents detailed coverage of family limited partnerships and limited-liability companies, and covers sales and gifts of business interests using discounting techniques. Students will discuss the use of executive benefit and retirement plan strategies to facilitate succession planning. While taking the course, students will complete three case studies that require them to imagine themselves as a person described in the case, followed by a final comprehensive case study.
000039
AEP
BSP
EPT<sup>®</sup>
MSFPP
MSM
Single Course
5
1.00
Philanthropic Planning
Financial Planning
Retirement Planning
Leadership
Master's Degree Program
Certificate Program
Advanced Career Professional
Mid Career Professional
No
No
0000392
0
MSFP 615 Advanced Estate Management Planned Giving
An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course.
000015
AEP
BSP
EPT<sup>®</sup>
MSFP
MSFPP
MSM
Single Course
8
1.00
Philanthropic Planning
Financial Planning
Retirement Planning
Leadership
Master's Degree Program
Certificate Program
Advanced Career Professional
Mid Career Professional
No
No
0000152
0
GS 803 Financial Statements and Business Valuation Analysis
The first part of this course teaches students the "language of business" — accounting. It deals with understanding and analyzing financial statements to evaluate the financial stability and performance of a company. The second part of this course provides students with the knowledge of the fundamentals of equity valuation.
000005
AEP
BSP
MSFP
MSFPP
MSM
Single Course
5
1.00
Philanthropic Planning
Financial Planning
Leadership
Master's Degree Program
Certificate Program
Advanced Career Professional
Mid Career Professional
No
No
0000051
NC
NC
WA
0