Be exposed to real client data designed to challenge your writing skills. At the conclusion of the course, you should be able to effectively present findings to a credit manager or credit committee.

Learn to dissect a business plan, evaluate each component; read, research, fact-check and evaluate the plan; and communicate the SWOT of the business plan to appropriate conclusions.

This course prepares you for your first day of work in credit analysis: where to start, what to look at, what to do, and what you need in a real-world work environment.

This course provides a broad overview of credit instruments and markets, covering risk, return, debt securities, and the techniques firms and governments use to approach the debt market.

Receive a comprehensive review of cash management, consumer credit; stocks, bonds, mutual funds, housing, insurance; legal protection; retirement planning; funding educational expenses; and estate planning.

The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.

This course emphasizes retirement-related issues such as preparing a needs analysis and reviewing qualified and tax-favored retirement plan designs and features.

This course emphasizes problem-solving methodology that includes case studies on the fundamentals of individual income taxation and the tax consequences for various forms of business.

The major topics covered in this course are security markets, reading the economic environment, and evaluating investment risk and return.

This online course presents the legal, ethical, and regulatory issues affecting financial planners and continues with a discussion of the principles of risk management and insurance.

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. An HP 12C calculator is required.

This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.

This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.

This course analyzes fundamental insurance principles and the role insurance plays in financial and estate planning.

This course examines the issues and determination of tax liability for numerous events and activities as they relate to a financial plan.

Investing is a rigorous, evidence-based discipline of collecting and analyzing data to uncover the sources of risk and return. Understand why investors do not always make financial decisions that are rational.

This course introduces various market theories and the analysis of business cycles, analysis of individual companies and market analysis.

This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.

Use real-world applications to streamline the budgeting process for planning, control of day-to-day operations for improved accuracy and timeliness.