Executive Financial Planning Curriculum
Estate Planning (12 weeks)
FIN705: Identification and analysis of those aspects of federal and state law affecting estate planning and taxation.
Investments (12 weeks)
FIN651: Characteristics of financial markets and instruments; pricing individual securities; portfolio selection and analysis; measurement of risk.
Federal Taxation of Individuals (12 weeks)
ACCT522: Taxation of individuals, including income, deductions, credits, social security taxes and property transactions.
Individual Insurance Management (12 weeks)
FIN522: Economic, legal, social and ethical considerations of individual, business and group insurance, including life, health, property, liability and social insurance.
Financial Counceling (12
weeks)
FIN657. Financial Counseling (3) Cr/NC
Prerequisites: Advancement to candidacy and Financial 651.
Decision-making process and theory of individual financial needs. Planning and implementation of financial strategies that aid in meeting family goals. Counseling. Ethics, Preparation of financial plans using cases and individuals
.
Employee Benefits and Retirement
Planning (8 weeks)
FIN523: Employee benefit and pension planning, including regulation and taxation issues; integration with Social Security.
Disclosure: SDSU intends to offer the
complete series of courses. However, actual offerings of courses
depend upon sufficient enrollment and instructor availability. All
courses are also offered at the SDSU main campus. Certified
Financial Planner Board of Standards, Inc. awards the CFP®
certification mark only upon meeting their complete set of
requirements. See their Guide to CFP® Certification online
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