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Terry College of Business

Estate Planning (Certified Financial Planner Certification Course)

UGA Terry College of Business Executive Programs: Certified Financial Planner

Next dates

Dec 3, 2019—Jan 21, 2020
4 daysModules info
Atlanta, GA, USA
USD 995
USD 248 per day

Categories

Finance

Description

This course provides professionals with an introduction to wills, trusts, the probate process, and the taxation of estates. Course participants also will learn the tax implications of gifts and bequests during lifetime and at death. The approach provides participants with taxation avoidance and minimization techniques useful in planning a client's estate.

Participants will be able to:

  • Demonstrate a working knowledge of wills, trusts, and estates.
  • Demonstrate a working knowledge of the concepts of risk management, insurance, portfolio management, retirement planning, and taxation and how they are synthesized in the estate and gift tax planning process.
  • Analyze and evaluate a client's financial and non-financial status and goals in order to develop, communicate, and implement the most advantageous estate and gift tax plan.

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Detailed Description
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Course Schedule
Course Schedule
Detailed Description
Detailed Description
Terry College of Business

Investment Planning (Certified Financial Planner Certification Course)

UGA Terry College of Business Executive Programs: Certified Financial Planner

Next dates

Jun 25—Aug 6
4 daysModules info
Atlanta, GA, USA
USD 995
USD 248 per day

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Categories

Finance

Description

This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts), and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.

Participants will be able to:

  • Assess a client's risk tolerance and exposure to determine which investments provide the best approach to reach objectives of the client's financial plan.
  • Demonstrate a working knowledge of common stock and fixed income securities and the variety of ways these instruments may be analyzed.
  • Apply knowledge of riskier vehicles such as options, commodities, and financial futures to assess a financial plan.
  • Utilize a wide range of resources to evaluate various investment vehicles and strategies.
  • Employ the concepts of portfolio planning and management to provide diversification to a client's portfolio with sensitivity to tax considerations.
  • Apply the principles of taxation of investment vehicles to a financial plan.
  • Articulate the ethical aspects of investment advising.

Files

Detailed Description
Detailed Description
PDF
PDF
Course Schedule
Course Schedule
Course Schedule
Course Schedule