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Financial Planning Certificate

AGEC 435 Financial Planning for Professionals
AGEC 435 Financial Planning for Professionals

Personal financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, retirement, and estate planning.

Price:$525.00
AGEC 437 Tax Planning
AGEC 437 Tax Planning

This course applies the principles of income tax planning to enhance household income after taxes; understanding tax laws, concepts, and rules, and opportunities for planning; identify and implement useful tax planning strategies; focus on practical application for tax professionals and financial planners.

Price:$525.00
AGEC 438 Investment Planning
AGEC 438 Investment Planning

This course applies investment principles considering families’ goals, time horizons, risk tolerance, and tax implications to build investment portfolios. In this course, you will learn how to manage your investment portfolio as well as develop successful investment programs for personal investors and financial planners using financial planning software.

Price:$525.00
AGEC 439 Retirement Planning
AGEC 439 Retirement Planning

Retirement seems a long way off, but now is the time to start planning. This course covers the considerations involved in preparing for those important retirement years. There are both qualitative (i.e. retirement age decisions, retirement income management) and quantitative (i.e. calculating retirement needs and plan limits) aspects to this planning process.

Price:$525.00
AGEC 441 Financial Planning Capstone
AGEC 441 Financial Planning Capstone

This course provides an overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. You must have completed all of the following courses before enrolling in Capstone: AGEC 435, AGEC 436, AGEC 437, AGEC 438, AGEC 439. We do allow students to take one course concurrently with AGEC 441.

Price:$525.00

Financial Planning Program

Shipping Class: no shipping

Delivery Method Base Charge Per Additional Item Charge
None $0.00 $0.00
Course Refund Policy There are occasions when an Extended Learning student finds that it is necessary to discontinue participation in a course. Refunds will be issued based on the following schedule: *10% is retained to cover processing costs and course enrollment fees.