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.
Financial Planning Certificate of Achievement | |||||||
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CB01: COURSE DEPARTMENT NUMBER | 2015/2016 Sections | 2015/2016 Successful Completers | 2016/2017 Sections | 2016/2017 Successful Completers | 2017/2018 Sections | 2017/2018 Successful Completers | |
ACCTGFS 30 | 0 | n/a | 0 | n/a | 0 | n/a | |
ACCTGFS 442 | 1 | 13 | 1 | 7 | 1 | 10 | |
ACCTGFS 453 | 5 | 83 | 4 | 66 | 5 | 73 | |
ACCTGFS 465 | 0 | n/a | 1 | 17 | 1 | 13 | |
ACCTG 1A | 27 | 596 | 31 | 548 | 33 | 596 | |
BUS 60 | 3 | 63 | 3 | 69 | 4 | 99 | |
Degrees and Certificates | 2014/2015 | 2015/2016 | 2016/2017 | 2017/2018 | |||
Financial Planning Certificate | 1 | 2 | 3 | 3 | |||
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
Course | Title | Units | Year/Semester (Y1 or S1) |
---|---|---|---|
ACCTGFS 30 | Personal Finance | 3 | Spring Y1 |
ACCTGFS 442 | Fundamentals of Finance and Investing | Fall Y1 | |
ACCTGFS 453 | U.S. and California Income Tax Preparation | 3 | Fall Y1 |
ACCTGFS 465 OR | Financial Accounting for the Non-Accounting Major | 3 | Fall Y1 |
ACCTG 1A | Financial Accounting | 4 | Fall or Spring Y1 |
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
Diann Thursby · 12/04/18
Received regional recommendation at 12-03-18 IEDRC Deans Meeting.