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Financial Planning
 

Financial Planning

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    Financial Planning Financial Planning Document Transcript

    • FINANCIALPLANNING 2012–2013 PROGRAM AND COURSE GUIDE
    • FINANCIAL PLANNINGEDUCATION CENTERDePaul University’s Financial Planning Education Centeris a leader in continuing education and training for financialservice professionals. One of the largest classroomproviders of financial planning education in the Midwest,the Financial Planning Education Center offers programsfor both experienced professionals and career changers.The Financial Planning Education Center has helped morethan 3,000 professionals further their financial educationand has provided several corporations with customized,on-site training for their staff.Educating Chicagoland financial planners since 1999.
    • FINANCIAL PLANNING CERTIFICATE PROGRAMAt DePaul, you’ll gain the knowledge you need—as well as the certification that’s respected inthe marketplace—to succeed in the growing field of financial planning. Certification gives you thecredentials you need, whether you want to break into the profession or advance in your currentcareer. DePaul’s Financial Planning Certificate program is the longest-running, board-certifiedfinancial planning program in the Chicago area. Since 1999, DePaul’s program has been widelyrecognized as an assurance of skills in financial planning—skills that clients and companiesseek. A rigorous curriculum—taught by expert practitioners and instructors—covers the manydifferent facets of financial planning, including insurance, investments, income tax, retirementand employee benefits, and estate planning.WHO SHOULD ATTEND HOW YOU WILL BENEFIT Flexible payment options. Pay as youThis program is right for anyone pursuing Exceptional instructors. Our faculty go. You are not required to financiallyCFP® certification, including professionals members have extensive professional commit to the entire program. Also,who are in the fields of investment experience; each instructor has either a company deferral payment option isbrokerage, insurance, banking, accounting CFP® certification or another appropriate available to those participants withand law. Through a rigorous course professional designation. The program a tuition reimbursement plan throughof study, you’ll be prepared to take follows the topics recommended by CFP their employers.the CFP® Certification Examination. Board as a framework for all courses, withThe Certified Financial Planner Board instructors providing additional exercises, Proven success. Graduates of thisof Standards, Inc., (CFP Board) requires case studies and handouts. The result program consistently outperform theindividuals to have an undergraduate is a series of courses combining sound national average for first-time test takersdegree before claiming the Certified financial planning theory and practical of the CFP® Certification Examination.Financial Planner™ certification. skill development. The real-world experience of our facultyTherefore, we strongly recommend that ensures that participants are not onlystudents have a four-year degree before Convenient campus locations and ready for the exam, but also are preparedenrolling in the program. scheduling. Courses are offered at to succeed in today’s competitive, DePaul’s Loop, Naperville and O’Hare growing profession of financial planning. campuses, as well as in an online format on a quarterly schedule. Classes also are Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, offered on weeknights and Saturdays. and CFP (with flame logo)® in the U.S., which it To accommodate busy students, the awards to individuals who successfully complete program also allows missed classes to initial and ongoing certification requirements. be made up by joining a class session DePaul University does not certify individuals to use at another campus. the CFP®, Certified Financial Planner™ and CFP (with flame logo)® certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc., to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.“THE INSTRUCTOR GAVE MANY REAL-LIFE EXAMPLES, AND THIS WAS VERY HELPFUL IN APPLYING WHAT WAS LEARNED.”NICOLE HOIDA CPE.DEPAUL.EDU/FPEC | 1
    • PROGRAM LOGISTICS Continuing Education Credits. Students Textbooks. Textbooks are required Online Program Option. DePaul also who are eligible for continuing education for each course and are available for offers the Financial Planning Certificate credits from the Illinois Department of purchase at the Loop Campus bookstore Program in a live, instructor-led, Internet- Financial and Professional Regulation or or online at mbsdirect.net. Textbook fees delivered version. Enjoy the convenience the Illinois Division of Insurance should and the CFP® Certification Examination and flexibility of online courses while indicate this on the registration form. fee are not included in the tuition. learning from exceptional instructors Fulfillment will occur upon successful in “virtual classrooms.” Our program completion of a course. Only FPEC 101- Requirements for Certification. The is delivered live through the use of 105 are approved for CE/CPE credit. DePaul program provides only the headset and voice-over-IP technology educational component for CFP® allowing attendance from anywhere in Transfer Policy. Course work from Certification. Visit CFP Board’s website the country. You can choose to attend another CFP Board-registered program at cfp.net for a complete listing of regularly scheduled classes or listen to may be eligible for transfer. Requests requirements. the archived lessons at your convenience. (including the course description from The e-Financial Planning Certificate the other school’s catalog and an official Information Sessions. DePaul offers Program offers you the same rigorous transcript) must be made in writing. To free information sessions about the curriculum as our in-class option to earn certification from DePaul, students Financial Planning Certificate Program prepare you for CFP® certification. must complete more than 50 percent of prior to the start of each new term. their course work in DePaul’s program. Meet with a financial planning instructor who will provide an overview of the program and answer your questions. Visit cpe.depaul.edu/cfpinfo for the dates and times of upcoming information sessions.2 | FINANCIAL PLANNING EDUCATION CENTER
    • REQUIRED COURSESStudents receive at least 30 hours of methods, portfolio management and Estate Planningin-depth instruction on each of six core diversification, asset allocation, pricing The fifth required course is ansubjects. For a more detailed description models, hedging and option strategies, introduction to estate planningof each, visit cpe.depaul.edu/fpec. tax-efficient investing and others. challenges, techniques and taxation. Topics include estate planningFundamentals of Financial Planning and Income Tax Planning documents, gifting strategies andInsurance Planning Taxes play a big role in financial taxation, incapacity planning, estateIn this introduction to the basics of the planning, and in this course you’ll gain tax calculation and compliance.financial planning profession, you’ll an overview of the federal tax system,learn how to evaluate client data, needs including concepts of personal and Financial Plan Developmentand goals, and the concept of the time business taxation. Topics include tax In this course, you’ll learn how to integratevalue of money. Topics covered include compliance, income tax fundamentals and apply your financial planningthe financial planning process, CFP and calculations, tax accounting methods, knowledge and communicate what you’veBoard’s code of ethics and professional charitable contributions and deductions. learned in the form of both a writtenresponsibility, budgeting, financial financial plan and an oral presentation.institutions, client behavior and financial Retirement Planning and CFP Board requires this course forplanning for special circumstances. Employee Benefits all students who begin training afterIn addition, you’ll gain a thorough Many clients seek the help of financial January 1, 2012.understanding of insurance basics, a planners in preparing for retirement,broad range of insurance types and risk whether for themselves or their Check our website for current course dates andmanagement strategies. employees. You’ll learn about planning campus locations. alternatives, including qualified andInvestment Planning non-qualified retirement plans and socialThis course introduces you to basic security. Some of the topics coveredinvestment concepts and focuses on client are retirement needs analysis, Socialneeds and assessments, particularly as Security and Medicare, types ofthey relate to risk tolerance and exposure. retirement plans for individuals andTopics include investment vehicles and businesses, and distribution rules.strategies, measures of investment risks The course also addresses non-pensionand returns, valuation concepts and employee benefits. CPE.DEPAUL.EDU/FPEC | 3
    • OPTIONAL COURSES In addition to taking the six required Estate Planning: Stop Difficult Clients from Getting courses, you can choose among these It’s More Than Money and Taxes in Their Way valuable courses. In this three-hour workshop, you will This one-day course will teach you how learn to identify your clients’ values and w to implement a step-by-step approach CALCULATOR TRAINING WORKSHOP integrate these values with their estate to decrease undesirable client behaviors All courses offered by DePaul’s Financial planning intentions. and increase desirable behaviors. Planning Education Center require mastery of a financial calculator. This This course is designed to fulfill the CFP This course is designed to fulfill the CFP training workshop provides students Board CE requirements under Addendum 1: Board CE requirements under Addendum 1: with complete instruction on the Hewlett Client and planner attitudes, values, Principles of communication and counseling. Packard 10BII calculator. You’ll learn how biases and behavioral characteristics and to calculate the time value of money, the impact on financial planning. The Psychology of Money: internal rate of return, present value of Beyond Behavioral Finance annuity, amortization and life insurance Money Coaching: In this course, you’ll learn to apply lessons needs. The calculator is included in the Another Tool in My Toolbox from behavioral finance and clinical cost of the program. This three-hour workshop will introduce psychology to better understand your the development of the coaching client’s knowledge of money and help ADVANCED TOPICS IN industry, discuss the differences between them achieve their financial goals. FINANCIAL PLANNING coaching and counseling, and describe Diversity Matters! different models of coaching in the This course is designed to fulfill the CFP Attracting, Serving and Retaining financial planning industry. Board CE requirements under Addendum 1: Culturally Diverse Clients Client and planner attitudes, values, In this one-day course, you’ll learn the This course is NOT designed to fulfill the CFP biases and behavioral characteristics and techniques necessary to serve culturally Board CE requirements under Addendum 1. the impact on financial planning. diverse clients. Advanced topics courses offered only at the This course is designed to fulfill the CFP Loop Campus. Board CE requirements under Addendum 1: Client and planner attitudes, values, biases and behavioral characteristics and the impact on financial planning.4 | FINANCIAL PLANNING EDUCATION CENTER
    • CONTINUING AND DePaul UniversityPROFESSIONAL EDUCATIONREGISTRATION FORM FINANCIAL PLANNING EDUCATION CENTER 2012–2013 PROGRAM AND COURSES Name Date of Birth WAYS TO REGISTER Home Address City State Zip Online: Home Phone Home Email cpe.depaul.edu/fpec Employer Title Mail in: DePaul University, CPE Business Address City State Zip 1 East Jackson Boulevard Chicago, Illinois 60604-2287 Business Phone Business Email Fax Walk in: Preferred mailing address: Home Business 14 East Jackson Blvd., Suite 1010 Preferred email address: Home Business Fax registration form to: How did you hear about us: Email Print Ad Direct Mail (312) 362-8764 Internet Search Word of Mouth Employer CPE Event Professional Organization/Association Call: Other (312) 362-6300Applicant — Detach here. Highest level of education: High School/GED Bachelor’s Degree Professional Degree Associate Degree Master’s Degree Doctoral Degree Other School previously attended: Continuing Education Credit: Insurance Accounting Program Title Dates Days Campus Cost TOTAL: PAYMENT OPTIONS (Payment must be received at the time of registration.) Check (payable to DePaul University CPE) Visa MasterCard Discover American Express Account Number Expiration Date Name as it appears on the card Signature Payment may be made by check, VISA, Master Card, Discover, American Express or money order. Cash will not be accepted. Payment must be received at the time of registration. Checks should be made payable to DePaul University CPE and reference the student’s name. University policy requires a $25.00 Non-Sufficient Funds (NSF) fee to be charged for all returned checks. All registrations are due seven calendar days before the course start date. Any registration submitted after that deadline will be charged a mandatory $75.00 late registration fee. You will receive confirmation of your registration by email. If you need confirmation or a receipt mailed to you, contact our office at (312) 362-6300 or cperegistration@depaul.edu. Written notification of cancellation is required seven calendar days before the course start date to receive a full refund (minus a $75.00 cancellation fee). DePaul’s complete registration and student policies can be found on our website at cpe.depaul.edu. We reserve the right to substitute instructors, change the day and location that programs meet, and cancel programs due to insufficient enrollment or unforeseen events. FPEC2013B CPE.DEPAUL.EDU/FPEC
    • DePaul University Continuing andProfessional Education (CPE) is a leading Fprovider of professional developmentand learning for working adults seekingto enhance their skills, advance in theircareers and enrich their understanding of Pa rapidly changing world. CPE also offerseducation solutions customized to meetthe needs of business, government andnonprofit organizations.Visit Our WebsiteFor online registration, courseinformation and current dates, visit ourwebsite at cpe.depaul.edu/fpec.Program ContactDorothy Jagonase, Program Manager(312) 362-5321djagonas@depaul.edu