Upcoming Offerings

Income Tax Planning provides an overview of the federal tax system, including both personal and business taxation. This course is the third of six required modules in the Financial Planning Certificate Program.

Retirement Planning and Employee Benefits teaches the fundamentals of retirement planning, as well as exploring various alternatives available in planning for retirement. This course is the fourth of six required modules in the Financial Planning Certificate Program.

Estate Planning provides an introduction to estate planning challenges, techniques and taxation. This course is the fifth of six required modules in the Financial Planning Certificate Program.

Financial Plan Development is the new course requirement for educational programs registered with the Certified Financial Planner Board of Standards, Inc. In this course, you will learn to integrate your knowledge of the financial planning topics learned from the previous five courses in the program, and apply and communicate this knowledge to your clients in a form of both a written financial plan and an oral presentation. This course is the final required module in the Financial Planning Certificate Program.

PayTrain® Fundamentals, part of the PayrollOrg PayTrain® Certificate Program, teaches you fundamental payroll calculations and applications.