Enrollment Options

Introduction to Financial PlanningIntroduction to Financial Planning focuses on the time value of money, accounting, statistics, and economics, and provides a broad look at the entire financial planning process. LEARN MORE

Risk ManagementRisk Management addresses life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. LEARN MORE

InvestmentsInvestments explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. LEARN MORE

Tax PlanningTax Planning explores details and implications of state and Federal taxation on different types of businesses, including sole proprietorships, partnerships and corporations. LEARN MORE

Retirement and Employee Benefit PlanningRetirement and Employee Benefit Planning is taught in two sections. The retirement planning section covers tax-deferred retirement plans, IRAs, and nonqualified plans. The employee benefits section covers Social Security and Medicare, civil service, group life, disability, dental, and health insurance. LEARN MORE

Estate PlanningEstate Planning addresses gift, estate, and generation-skipping transfer taxes, at the state and Federal levels. LEARN MORE

Boston University Capstone Course in Financial PlanningThis final course integrates financial planning topics learned in the previous six courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. LEARN MORE

Dalton Education Capstone Course in Financial PlanningThis course has been designed to enhance the knowledge, skills, and abilities of individuals seeking to attain CFP® certification. It will assess students’ ability to deliver professional and competent financial planning services to the public. LEARN MORE

Dalton ReviewTHE DALTON REVIEW is a comprehensive CFP review and preparation course for those wanting to pass the Certified Financial Planner exam. LEARN MORE

Keir ReviewTHE KEIR REVIEW is a comprehensive CFP review and preparation course for those wanting to pass the Certified Financial Planner exam. LEARN MORE