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Financial Planner Program - Curriculum

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The curriculum of Oglethorpe University's Financial Planner Program contains six core courses and a seventh capstone course. Our program is designed for students who possess a Baccalaureate Degree (requirement for obtaining CFP® designation), and are interested in obtaining their CFP® designation. Class will normally meet once a week in the evenings, with a final exam administered on a Saturday after completion of the course module. Students will then have a week to rest before the beginning of the next course in their financial planning eduction.

All courses are based on the Topic List for CFP® Certification Examination published by the Certified Financial Planner Board of Standards, Inc. 

Fundamentals of Financial Planning

This course introduces the practice of personal financial planning. Students learn how to gather client data, process and analyze information, construct personal financial statements, and understand a written comprehensive financial plan. Additional topics include time value of money concepts, financial calculator protocol, education and retirement funding, and the ethical, legal and professional considerations in financial planning. A financial calculator, such as an HP 12C or 10BII, is required for this course.

Insurance Planning and Risk Management

This course covers all of the various forms of insurance, including Life, Disability, Medical, and Property and Casualty. Students will gain significant knowledge of each type of insurance to effectively help determine appropriate coverage for clients. Topics include general principles of risk management, the use of life insurance in financial planning, as well as annuities and buy-sell agreements.

Income Tax Planning

This course examines the federal income tax system with particular reference to the income taxation of individuals, sole proprietorships, partnerships, LLCs, and corporations (including S corporations). It also provides students with an in-depth look at gross income inclusions and exclusions, deductions before and after adjusted gross income, and tax credits so that they may determine and efficiently manage a client’s tax liability. Other topics include alternative minimum tax, stock options, charitable giving, accounting methods, like-kind exchanges, retirement income and tax accounting.

Investment Planning

This course is designed to help students understand how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment vehicles. Topics include analysis of investment alternatives in a risk-return framework, bond duration, modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts), and asset allocation strategies.

Retirement Planning

This course includes the comprehensive study of qualified retirement plans, other tax-advantaged plans, non-qualified plans, and employee benefits. This course further presents an overview of the Social Security, disability, and health care programs such as Medicare. Students will also learn how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.

Estate Planning

This course covers estate planning and the taxation of estates for the purposes of financial planning.   The primary topics covered include tax implications of gifts and bequests, federal estate tax, and revocable and irrevocable trusts, including bypass and marital deduction trusts. Specific planning techniques which reduce the impact of state and federal taxes on transfers of wealth are also covered.   Other topics include non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure.

Financial Plan Development (Capstone)

 

For more information or questions, please call or email the Program Office:

Office Telephone: 404.364.8376

Office email: fpp@oglethorpe.edu

 

 

CFP®, Certified Financial Planner™, and marks are certified marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Oglethorpe University does not certify individuals to use the CFP®, Certified Financial Planner™ and certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards 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.

     
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