{"id":4452,"date":"2022-03-29T20:53:58","date_gmt":"2022-03-29T20:53:58","guid":{"rendered":"https:\/\/financialplanning.tamu.edu\/?page_id=4452"},"modified":"2023-05-30T21:47:09","modified_gmt":"2023-05-30T21:47:09","slug":"summer-2023-course-registration","status":"publish","type":"page","link":"https:\/\/college.agrilife.org\/financial-planning\/fpcc\/summer-2023-course-registration\/","title":{"rendered":"Summer 2023 Certificate Course Registration"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p style=\"background-color: #003a5d; border-radius: 4px; font-size: 25px; color: #ffffff; font-family: arial, helvetica, sans-serif; padding: 25px;\" align=\"left\">Registration for Summer 2023 is closed. The next cycle will be Fall 2023; registration opens July 5.<\/p>\n<p style=\"background-color: #f2f1f1; border-radius: 4px; padding: 25px;\"><span style=\"font-size: 20px; color: #000000; font-family: arial, helvetica, sans-serif;\">Important dates for Summer 2023<\/span><br \/>\n<span style=\"font-size: 16px; color: #000000; font-family: arial, helvetica, sans-serif;\"><br \/>\nMay 29: Last Day to Register for Classes<\/span><br \/>\n<span style=\"font-size: 16px; color: #000000; font-family: arial, helvetica, sans-serif;\">May 30: First Day of Class<\/span><br \/>\n<span style=\"font-size: 16px; color: #000000; font-family: arial, helvetica, sans-serif;\">August 10: Last Day of Class<\/span><br \/>\n<span style=\"font-size: 16px; color: #000000; font-family: arial, helvetica, sans-serif;\"><br \/>\nTextbook information will be emailed to you before classes begin.<\/span><br \/>\n<span style=\"font-size: 16px; color: #000000; font-family: arial, helvetica, sans-serif;\"><br \/>\nThe course registration system will automatically place you into the course but will not see content until the first day of class. The username and password that you select during the course registration process will be the same credentials you use to access the course.<\/span><\/p>\n<h2>FPCC 435 Financial Planning Fundamentals<\/h2>\n<p><span style=\"font-size: 16px; color: #2c2929;\">This course provides a comprehensive overview of financial planning from a professional perspective. Topics covered include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, retirement, and estate planning. As a result of your participation in this course, you will be able to:<br \/>\n<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Describe the financial planning process, use goals to establish financial direction, assess the external environment, and analyze a client\u2019s present financial position.<br \/>\n<\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Apply time value of money concepts to various financial planning problems and assess investment strategies using different types of securities.<br \/>\n<\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Estimate the impacts of income tax planning strategies, apply the basic process for retirement planning, and define the considerations for estate planning.<br \/>\n<\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Evaluate the roles of various insurance products in managing risks and appreciate the professional and ethical aspects of financial planning.<br \/>\n<\/span><\/li>\n<\/ul>\n<p style=\"background-color: #e1ecf4; border-radius: 4px; font-size: 20px; color: #2c2929; font-family: arial, helvetica, sans-serif; padding: 20px;\" align=\"justify\">Register for FPCC 435 Financial Planning Fundamentals | Cost: $575<\/p>\n<p>&nbsp;<\/p>\n<h2>FPCC 436 Insurance, Risk &amp; Estate Planning<\/h2>\n<p><span style=\"font-size: 16px; color: #2c2929;\">This course covers the core Risk Management and Insurance Planning topics outlined by the CFP Board as well as a portion of the Estate Planning topics. Topics include risk management, how insurance works, legal aspects of insurance, life and disability insurance, annuities, health and long term care insurance, property and liability insurance, and the estate planning process and legal documents. As a result of your participation in this course, you will be able to:<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Describe the basic concepts of risk as they relate to insurance planning, the regulatory and market environment of the insurance industry, and the legal principles related to insurance. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Recognize the critical planning elements related to life, disability, health, and long-term care insurance and annuity products. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Identify appropriate insurance coverages for property, automobile, liability, and business insurance products. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Describe the estate planning process, the essential documents, the probate process, and other property ownership and transfer considerations. <\/span><\/li>\n<\/ul>\n<p style=\"background-color: #e1ecf4; border-radius: 4px; font-size: 20px; color: #2c2929; font-family: arial, helvetica, sans-serif; padding: 20px;\" align=\"justify\">Register for FPCC 436 Insurance, Risk &amp; Estate Planning | Cost: $575<\/p>\n<p>&nbsp;<\/p>\n<h2>FPCC 437 Tax Planning for Professionals<\/h2>\n<p><span style=\"font-size: 16px; color: #2c2929;\">This course walks students through how to apply the principles of income tax planning to enhance household income after taxes. Emphasis is placed on understanding tax laws, concepts, and rules, as well as opportunities for planning. The remaining Estate Planning topics are covered in this course. As a result of your participation in this course, you will be able to: <\/span><\/p>\n<ul>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Describe and apply the federal income tax system to the calculation of gross income and tax liabilities for households and small businesses. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Describe the tax implications of property transactions, including depreciation, sales and other dispositions. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Explain the alternative minimum tax and its effects on tax liability, and describe the characteristics and taxation of various legal business entities, such as partnerships, LLCs, and C and S corporations. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Apply the concepts of gift and estate taxation to the development of plans for estate planning planned giving to achieve the benefactor\u2019s goals. <\/span><\/li>\n<\/ul>\n<p style=\"background-color: #e1ecf4; border-radius: 4px; font-size: 20px; color: #2c2929; font-family: arial, helvetica, sans-serif; padding: 20px;\" align=\"justify\">Register for FPCC 437 Tax Planning for Professionals | Cost: $575<\/p>\n<p>&nbsp;<\/p>\n<h2>FPCC 441 Financial Plan Development &amp; Capstone<\/h2>\n<p><span style=\"font-size: 16px; color: #2c2929;\">This course provides an overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. As a result of your participation in this course, you will be able to: <\/span><\/p>\n<ul>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and\/or results emanating from synthesis of material. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Analyze personal financial situations, evaluating clients\u2019 objectives, needs, and values to develop an appropriate strategy within the financial plan. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem. <\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.<\/span><\/li>\n<li><span style=\"font-size: 16px; color: #2c2929;\">Apply the CFP Board Financial Planning Practice Standards to the financial planning process. <\/span><\/li>\n<\/ul>\n<p><strong><span style=\"font-size: 18px; color: #2c2929;\">You will need to complete 435, 436, 437, 438 &amp; 439 before enrolling in Capstone. We do allow students to take one course concurrently with FPCC 441. <\/span><\/strong><\/p>\n<p style=\"background-color: #e1ecf4; border-radius: 4px; font-size: 20px; color: #2c2929; font-family: arial, helvetica, sans-serif; padding: 20px;\" align=\"justify\">Register for FPCC 441 Financial Plan Development &amp; Capstone | Cost: $575<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Registration for Summer 2023 is closed. The next cycle will be Fall 2023; registration opens July 5. Important dates for Summer 2023 May 29: Last Day to Register for Classes May 30: First Day of Class August 10: Last Day of Class Textbook information will be emailed to you before classes begin. The course [&hellip;]<\/p>\n","protected":false},"author":188,"featured_media":0,"parent":4570,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-4452","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Summer 2023 Certificate Course Registration - Financial Planning Program<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/college.agrilife.org\/financial-planning\/fpcc\/summer-2023-course-registration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summer 2023 Certificate Course Registration - Financial Planning Program\" \/>\n<meta property=\"og:description\" content=\"&nbsp; Registration for Summer 2023 is closed. 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