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Students
Tuition Fee
USD 97,500
Per year
Start Date
Medium of studying
Blended
Duration
28.0 days
Program Facts
Program Details
Degree
Courses
Major
Urban Planning | Finance
Area of study
Architecture | Business & Management
Minor
Financial Planning and Services | Land Use Planning and Management
Education type
Blended
Timing
Full time
Course Language
English
Tuition Fee
Average International Tuition Fee
USD 97,500
Intakes
Program start dateApplication deadline
2024-06-04-
About Program

Program Overview


This Executive Certificate in Financial Planning program equips professionals in finance, insurance, and banking with comprehensive knowledge of retirement planning, group benefits, and non-qualified deferred compensation. Through a client-centered approach, the program utilizes case studies and practical assignments to prepare participants for careers in financial planning.

Program Outline

Outline:

  • Fundamentals of individual retirement-related issues:
  • Retirement Savings Needs Analysis and calculations
  • IRA's
  • Qualified and tax favored retirement plan designs and features
  • Social Security
  • Medicare
  • MSA/HSA's
  • Explores group benefits such as group life insurance
  • Disability and health insurance
  • Non-qualified deferred compensation plans and stock options

Teaching:

  • The in-depth curriculum, which includes the use of study guides from the College for Financial Planning, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study.

Careers:

  • The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.
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