Financial Planning

TOP CODE 0504.00 

The Financial Planning certificate provides students with basic accounting skills combined with training in financial planning. Students completing this certificate can assist individuals and companies within the areas of budgeting, taxes, and financial planning.This certificate also serves as an excellent foundation for students wishing to take the National Association of Securities Dealers series 6 and 7 examinations.

Upon the successful completion of theFinancial Planning Certificate of Achievement, students shall be able performthe following tasks:

·        Identifythe different types of investment options available to the investor

·        Compareand contrast the various financial security markets

·        Calculateand describe the degree of risk to the investor of various investmentalternatives

·        Differentiatean investor's degree of risk tolerance in developing an investment portfolio

·        Distinguishand interpret the risk that is inherent in any investment, especially as itrelates to the "risk versus reward" model of modern portfolio theory

·        Describethe various tools of investing that are used to determine the appropriatenessof any investment

·        Analyzethe concept of the Time Value of Money and recognize the critical role it playsin the investing process

·        Analyzethe impact that existing tax policy has on investment decisions

·        Createa sample portfolio for a fictional client and measure the results of investmentdecisions over the course of the semester

·        Utilizeinvestment research programs and software to analyze and complete investmentdecisions for a variety of client scenarios

Students will develop a base knowledgein the following areas:

·        Personalfinances

·        Fundamentalsof finance and investing

·        U.S.and California income tax preparation

·        Financial accounting

ACCTGFS 460 Commercial Accounting Software OR  3                                  Spring Y1

BUS 60 Business Ethics                                             3                                Fall or Spring Y1

ACCTGFS30 Personal Finance                                                          3units

ACCTGFS442 Fundamentals of Finance andInvesting                    3 units

ACCTGFS453 U.S. and California IncomeTax Preparation             4 units

ACCTGFS465 Financial Accounting forthe Non-Accounting Major 3 units

or

ACCTG1A Financial Accounting                                                      4units

Plus three units from the following:

ACCTG460 Commercial AccountingSoftware                                 3units

BUS60 Business Ethics                                                                        3units

Total Units 16 - 17