• 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 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^® 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

• Read more about HS 347 Contemporary Applications in Financial Planning

This course examines the unique challenges associated with estate planning; special needs; divorce; business succession; behavioral finance; financial plan development; and retirement planning. Up-to-date content and compelling case studies provide students with a complex yet comprehensive understanding of financial planning in these important areas. 000335 ChFC^® Single Course 10 2.00 Financial Planning Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0003351 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 ME ME MI MN MN MO MO MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VT VT WI WI WV WV WY WY ID MD TX FL WA IL OH ND 15G

• Read more about HS 333 Personal Financial Planning: Comprehensive Case Analysis

This course applies students' knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate into a prioritized comprehensive financial plan core financial planning disciplines of: -Retirement -Investment -Risk management -Income tax -Employee benefits -General principles * Students are eligible to enroll in the capstone course (HS 333) after completing the first 6 courses of the curriculum in both the CFP Certification Education Program and the ChFC program (HS 300, HS 311, HS 321, HS 326, HS 328, HS 330). HS 333 is a course designed to bring together elements from all of the previous foundation courses, and prepares students to synthesize and apply their knowledge of the financial planning process, insurance, taxation, investments, retirement, and estate planning through the delivery of a comprehensive financial plan. 000279 CFP^® ChFC^® Single Course 7 1.00 Financial Planning Professional Designations & Certifications Early Career Professional Mid Career Professional No No 0002791 0

• Read more about HS 311 Fundamentals of Insurance Planning

This course focuses on the role of planning for risk management needs. The topics covered in this course include fundamental principles and characteristics of risk management, credit risk and protection, and the concepts and applications of health insurance, life insurance, disability and long-term care insurance, annuities, property, liability insurance, and social insurance (Social Security).

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

• Demonstrate an understanding of the basic concepts and principles of risk management
  
• Compare and contrast the different health insurance options available to clients in the individual and group marketplaces
  
• Differentiate among the various types of life insurance, including term and permanent insurance
  
• Discuss principles of disability income insurance and its place in insurance planning
  
• Discuss the principles of long-term care insurance and its place in insurance planning
  
• Demonstrate an understanding of the different types and proper use of annuities in insurance planning
  
• Identify the sources and uses of homeowners, property, and liability insurance for both personal and business uses
  
• Identify the sources of identity theft, review a consumers credit report, and utilize debt management techniques
  
• Demonstrate an understanding of social insurance programs such as the Social Security benefits system

000068 CFP^® ChFC^® CLU^® FSCP^® Single Course 6 1.00 Financial Planning Insurance and Risk Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000681 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY LA LA ME ME MS MS MS NC NC NE NE NH NH NJ NJ NV NV NY NY OK OK SC SC TN TN UT UT AZ CA CT IA ID IN MA MD MI MN MO MT NM OR PA PR RI SD TX VA VT WI WV WY FL IL OH ND WA 28G