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Descriptions of Non Credit Courses, Seminars & Workshops 

Course Descriptions -  for the five-course Certificate in Financial Planning Program  - a CFP® Board- Registered Education Program  

Ed Maher  - Program Director

FP 21 - Insurance Coverage & The Financial Planning Process
Insurance coverage is at the foundation of financial planning, so this course explores in-depth insurance theories, insurance markets, individual and group insurance products, and the application of these products to sophisticated fact patterns. The course also provides an overview of the personal financial planning process from gathering data through analyzing and formulating a comprehensive plan.  Materials will include regulations affecting financial planners, basic time value concepts, calculator operations, and various ethical, economic, and professional considerations affecting financial planners. FP 21 classes typically meet on Saturdays from 8:30 am to 6:30 pm every other week for three weekends. 

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 0-87218-6692-X

Instructors – Gordon, Larson, Maher, Sannes, Sorkin, Ward, & Wing.

FP 22  - Investment Theory & Planning
This course provides a rigorous discussion of investment terminology as well as an in depth analysis of a variety of investment products, investment philosophies, and the  statistical tools commonly used to measure and evaluate portfolio risk and performance. Students also develop an understanding of portfolio allocation techniques and other academically recognized investment concepts and theories.  The course also surveys the sources of investment information, and reviews the tax factors, financial markets, and securities regulations that impact the investment field.  FP 22 classes typically meet on Saturdays from 8:30 am to 6:30 pm every other week for three weekends 

Primary text(s) - Investments, current ed., Reilly & Norton, Dryden Press,

ISBN 0-324-28899-9

Instructors –  Gordon, Larson, Sorkin, & Wing.

FP 23 - Income Tax Concepts & Planning
This course provides students with an in depth understanding of  individual taxation, and an overview of the concepts and principles that govern the taxation of business operations, as well as the implications to individuals of distributions from various types of business entities. The particulars of taxation as they pertain to investment transactions and personal tax savings techniques will be stressed. FP 23 classes typically meet on Saturdays from 8:30 am to 6:30 pm every other week for three weekends.

Primary text(s) - West Federal Taxation - Comprehensive Volume, current ed., Willis/Hoffman/Maloney/Raabe, Thomson Publications, ISBN 0-324-36583-7

Instructor Group – Bergquist, Larson, Loisi, Schoen, & Wing.

FP 24 - Retirement & Employee Benefits Planning 
This course familiarizes students with the various types of qualified and non-qualified personal and employer-sponsored retirement plans. Students also learn about group-life and medical benefits, employer welfare programs, VEBAs and ESOPs. FP 24 classes typically meet on Saturdays from 8:30 am to 6:30 pm every other week for three weekends.

Primary text - Tools & Techniques of Employee Benefit & Retirement Planning,

current ed., Leimberg/McFadden, National Underwriter Co., ISBN 978-0-87218-9874   Instructor Group – Larson, Maher, Loisi, Schoen, Sannes, Sorkin, Ward & Wing.

FP 25 - Estate Planning & the Probate Process 
Students explore the various aspects of  estate planning and become familiar with the probate process. Focus is placed on the fundamentals of federal transfer taxes, estate valuation techniques, forms of ownership, inter vivos and testamentary trusts, living wills, and post mortem estate planning. FP 25 classes typically meet on Saturdays from 8:30 am to 6:30 pm every other week for three weekends.

Primary Text -  Estate Planning for Financial Planners, current ed., Dalton/Langdon, Money Education Resource, ISBN 978-0-9801299-5-3   

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.

^{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.}   

^{North Central College  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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