• Read more about MSFP 589 Financial Statement Analysis and Small Business Valuation

Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques. 000396 AEP BSP Single Course 2 1.00 Philanthropic Planning Financial Planning Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0003961 0

• Read more about HS 355 Managing the Retirement Income Plan

The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:

• Choose the appropriate tax-efficient distribution options from a retirement plan
  
• Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options
  
• Help a client prepare for their long-term care needs
  
• Navigate retirement housing decisions and address home equity strategies
  
• Identify the key ethical issues in retirement income planning
  
• Create and manage retirement income portfolios appropriate for each clients situation

000282 RICP^® Single Course 3 1.00 Retirement Planning Financial Planning Professional Designations & Certifications Mid Career Professional Yes Yes 0002821 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY LA LA MD MD ME ME MI MI MN MN NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY SC SC SD SD TN TN UT UT VA VA AZ CA CT IA ID IN MA MO MS MT OK OR PA PR RI TX VT WI WV WY FL WA IL OH ND 10G

• Read more about HS 354 Sources of Retirement Income

The second of the program's three courses explores sources of retirement income in depth. After completion, you should be able to:

• Recommend the optimal age to claim Social Security benefits as appropriate for each clients situation
  
• Help the client evaluate the factors to consider when determining an appropriate retirement age
  
• Understand the role of annuities in a retirement income plan
  
• Have a better understanding of how executive benefits and retirement benefits for federal and military employees fit into the plan
  
• Understand the different ways that life insurance can be used in planning and how to address the retirement needs of the small business owner
  
• Understand how to build a retirement income portfolio
  
• Become more familiar with the latest research on strategies for ensuring that retirement assets last a lifetime

000278 RICP^® Single Course 2 1.00 Retirement Planning Financial Planning Professional Designations & Certifications Mid Career Professional Yes Yes 0002781 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA ID ID IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MO MO MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OR OR PA PA RI RI SC SC SD SD TN TN UT UT VT VT WI WI WV WV WY WY OK PR TX VA FL WA IL OH ND 10G

• Read more about HS 353 Retirement Income Process, Strategies and Solutions

Upon completion of this course, the student will be able to:

• Understand the steps in creating an effective retirement income plan
  
• Identify retirement income needs, objectives, and goals by evaluating the clients current situation
  
• Determine how to choose the appropriate retirement income strategy for your clients
  
• Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan
  
• Integrate risk management tools, products, and strategies to create an effective retirement income plan

000277 RICP^® FSCP^® Single Course 1 1.00 Retirement Planning Financial Planning Practice Management Professional Designations & Certifications Mid Career Professional Early Career Professional Yes Yes 0002771 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA ID ID 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 FL WA IL OH ND 10G

• Read more about 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

• Read more about 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

• Read more about 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