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.Currently no upcoming sessions
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.Currently no upcoming sessions
This course is designed to introduce students to the financial planning process. This course focuses on the general principles required to become a successful planner which includes the ethics of the profession as well as the knowledge and skills to prepare a financial plan.February 3, 2026 to June 2, 2026, Online - Canvas
Knowledge of current fundraising techniques and skills have become absolutely essential for nonprofit professionals. The Fundraising and Development program requires 10 courses, equaling 48 contact hours of instruction. The courses are divided into three categories. Students must complete 24 hours of required courses, 12 hours of core courses and 12 hours of elective courses to meet the certificate requirements.Currently no upcoming sessions
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 informationFebruary 12, 2026 to April 30, 2026, Biltmore Hall, Rm 123