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Upcoming Classes with Fees & Costs
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UFG Institute for Professional Education
Descriptions of Non Credit Courses, Seminars & Workshops Course
Descriptions -
for the five-course
Marquette
University Certificate in Financial Planning Program
- a CFP Mark Larson - Program Director
FP
21 - Insurance Coverage & The Financial Planning Process Primary text(s) - Fundamentals of Risk and Insurance, current ed. Vaughan, Wiley Publications, ISBN 0-471-21687-9 The Process of Financial Planning : Developing a Plan, current ed. Lytton/Grable/Klock, National Underwriter Company ISBN 0-87218-692-X Instructors – Coxe, Gordon, Larson, Maher, Sannes, Sorkin, Ward, & Wing.
FP
22 - Investment Theory & Planning Primary text(s) - Investments, current ed., Reilly & Norton, Dryden Press, ISBN 0-324-28899-9 Instructors – Coxe, Gordon, Fridman, Larson, Sorkin, & Wing.
FP
23 - Income Tax Concepts & Planning
Primary text(s) -
Instructor Group – Bergquist, Larson, Loisi, Schoen, & Wing.
FP
24 - Retirement & Employee Benefits Planning Primary text - Tools & Techniques of Employee Benefit & Retirement Planning, current ed., Leimberg/McFadden, National Underwriter Co., ISBN 0-872-18665-2 Instructor
Group
– Larson, Maher, Loisi,
Schoen, Sannes, Sorkin, Ward & Wing.
FP
25 - Estate Planning & the Probate Process Primary Text - Estate Planning for Financial Planners, current ed., Dalton/Langdon, Money Education Resource, ISBN 0-974-89452-4 Instructor Group – Gordon, Larson, Maher, Schoen, Ward & Wing.
CFP ® Certification Examination Review Programs - for a comprehensive list of approved Exam Review Course Providers offering both classroom and distance learning formats go the Certified Financial Planner Board of Standards, Inc. website at http://www.cfp.net/become/reviewcourse.asp
Other Seminars and Workshops -
FS 2 - FINRA SERIES 7 REVIEW - a two-day seminar that provides a comprehensive review for the NASD Series 7 exam. Instructors
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Gordon, Larson, Maher, & Sorkin
FS 3 - FINRA Series 63 Review - this half-day seminar provides a comprehensive review for the NASD Series 63 exam. Instructors - Gordon, Larson, Maher, & Sorkin
FS 4 - FINRA Series 65/66 Review - a two day seminar that offers a basic background in Investment Principles, Individual Taxation, Time Value Concepts & Financial Calculator Operations and provides students with the necessary knowledge to sit for the NASD Series 65 or 66 to become a Registered Investment Advisor and/or to obtain the PFS designation if you are a CPA. The course is elective but is a highly recommended prerequisite for those students who want to enter the Marquette University Certificate in Financial Planning Program before obtaining at least one of the following (1) a graduate degree, (2) a college degree in Accounting, Business, Economics, or Finance, or (3) a written confirmation from the CFP Board that they have satisfied the experience requirement necessary to become a CFP® Certificant. Instructors
- Gordon, Larson, Maher, Sorkin, & Ward
FW 5 - Advanced Markets Workshop – this complimentary half-day program explores various Advanced Market credentials and products that are available in the financial services field to build a more successful practice. Instructors – Larson, Maher, Sorkin, Ward & Wing.
FS 9 – Accident, Life & Health Insurance Review - this
one-day seminar provides students with a comprehensive review for
licensing in Indiana, Illinois, Wisconsin and most other states in in these lines of Insurance. Instructors – Edwards, Gordon, Larson, Maher, Sorkin, & Ward.
FS 10 – Property & Casualty Insurance Review - - this one-day seminar provides students with a comprehensive review for licensing in Indiana, Illinois, Wisconsin and most other states in these lines of Insurance. Instructors – Edwards, Gordon, Larson, Maher, Sorkin, & Ward.
Certified
Financial Planner Board of Standards, Inc., owns the marks CFP®,
CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame
logo) ® , which it awards to individuals who successfully complete initial
and ongoing certification requirements. Marquette
University et al., does not certify individuals to use the CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame
logo) ® 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.
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