Group life and group health insurance as part of employee benefit plans. Electronic spreadsheets will be used extensively. Taxation terminology, tax benefit calculations, tax management techniques, tax implications of investments and insurance products along with a variety of topics relevant to business and personal financial planning. Electronic spreadsheets will be used extensively. Fundamentals of estate planning, principles of estate and gift taxation, trusts, property ownership, marital and charitable considerations, intrafamily transfers, post-mortem planning and wills.
Estate planning is integrated with the financial planning process.
Integration of financial planning topics presented through a set of comprehensive cases. Formally written, client-specific financial plans will be prepared for selected cases. A research project must be completed, focusing on approved financial planning topics. Prerequisites waived for CFPs enrolling in the course for continuing education credits. A study of selected issues of particular interest to the students and instructor.