Courses

A 14 week in-depth program emphasizing fundamental accounting principles. These software solutions are used to monitor expenses, create invoices and reports, track change orders and job status, and manage inventory, customers, vendors and employees.

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February 1, 2027 to May 24, 2027, Adams Hall, Rm 114

This course introduces students to investment planning in the personal financial planning process. It is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, and integration.

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August 26, 2026 to November 11, 2026, Adams Hall, Rm 114
January 20, 2027 to April 7, 2027, Adams Hall, Rm 114

In this course, you will learn all the fundamental knowledge needed for tax planning. At the end of each topic students will have 25 to 40 multiple choice application questions to reinforce comprehension and to apply the concepts learned to client situations.

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March 24, 2027 to May 17, 2027, Bishop Center Rm 146

In this course, you will apply fundamental data modeling techniques in a variety of case studies. You'll work with a team to review cases, analyze available data, and plan for additional data requirements.

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September 21, 2026 to November 23, 2026, Biltmore Hall, Rm 224
October 5, 2026 to December 7, 2026, Biltmore Hall, Rm 224
November 2, 2026 to January 4, 2027, Biltmore Hall, Rm 224

This course will teach you how to create a simple estate plan. You will be given information on particulars of estate planning such as how-to properly plan for the future distribution of your assets, how to establish a power of attorney, create a Will in Testament and prepare a Living Will. This course will also cover trust funds, how best to incorporate charitable giving into your plan and how-to take proper inventory of the assets you have now.

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April 7, 2027 to June 23, 2027, Biltmore Hall, Rm 224

Are you looking forward to the day you retire? Or, do you dread the thought? Being able to retire when you want and how you want is important to many people. Planning ahead can put you in a position to live comfortably during your retirement. he objective of this course is to help you with your planning for retirement. Each provides information that can be valuable in answering the questions you need to consider as you make your plans. The modules include specific goals for the module, activities to complete, and sources for more information

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March 4, 2027 to May 20, 2027, Biltmore Hall, Rm 224