Provides students with the fundamentals of financial planning. Topics include the financial planning process, financial objectives and money management, tax planning, financing, investment planning, estate planning, retirement planning, and risk management.
Topics covered in this course are proprietorships and partnerships, corporations, income tax compliance, planning and research, taxation of employees and alternative minimum tax, taxation of property income, taxation of capital property, and making use of tax advantages.
For eligible students wishing to re-write the Income Tax Planning exam.
For eligible students wishing to re-write the Retirement Planning exam.
For eligible students wishing to re-write the Strategic Investment Planning exam.
Topics covered in this course are Government sponsored Retirement Income programs, Employer-sponsored pension plans, deferred profit sharing plans and registered retirement savings plans, foreign property, education planning, taxation during retirement, post retirement planning, retirement savings plans, retirement decisions.
This course examines the characteristics of alternative investment products. Topics include guaranteed, interest-producing investments, bonds and debentures, common and preferred shares, fundamental and technical analysis, financial derivatives, mutual funds, real estate and tax shelters, investment theory, and financial economics.
For eligible students wishing to re-write the Risk Management & Estate Planning exam.
This course addresses insurance and estate planning. Topics include risk of disability, health and long-term care insurance, risk of death, risks of property and liability losses, insurance contracts and risk management, introduction to estate planning, family relationships, support obligations, and family property, wills and powers of attorney for property, living wills, forms of property interests, intestacy and probate, personal trusts, estate planning in special situations, and death and taxes.
Study the fundamental aspects and principles of project management including life cycle, integration, planning, organization and communication. Learn about work breakdown structures, diagramming, cost management and resource allocation. Examine today’s issues affecting project management including risk management, quality, conflict, and team building.