May 18, 2024  
2021-2022 Professional and Continuing Education Catalog 
    
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2021-2022 Professional and Continuing Education Catalog [ARCHIVED CATALOG]

Course Descriptions

 The department offers selected courses from this catalog as warranted by student needs and availability of faculty. Specific offerings for each term may be found in the Schedule of Classes.
 
  

  • CEWR 10100 - Planting the Seeds: Reading, Writing, and Growing

    CEU: (.5 )
    null
  

  • CEWR 10101 - Bridging the Gaps: Promoting Literacy in a New Era

    CEU: (5)
    null
  

  • PFP 10000 - Financial Planning Exam Review

    Exam Review Workshop prepares students who have completed the Educational Requirements by reviewing materials on the certified Financial Planning Examination.  This course is not required by the Certified Financial Planning Board of Standards to apply for the national exam.  However it is a required component of the OU Executive Financial Planning Program.
  

  • PFP 37000 - Survey/Personal Financial Planning

    This Introductory Course provides an overview of the career-opportunities available to individuals interested in the profession of Personal Financial Planning as well as the principles and analytical techniques used in personal financial planning. Topics to include: Overview of the Financial Planning Process, Regulatory  Ethical Issues, Time Value of Money, Budgeting and Debt Management, College Funding, Risk Management, Economic Overview, Investments, Taxes, Retirement and Estate Planning. The “business” of financial planning will also be discussed, including: Business Structures, Business Models, and Compensation Systems. Preparation for and participation in the co-requisite internship course will be discussed.
  

  • PFP 37001 - Internship in Personal Financial Planning

    The Internship in Personal Financial Planning is a companion to the Survey of Personal Financial Planning Course. The Financial Planning Participants will be placed with appropriately screened businesses to obtain field experience relevant to becoming a Certified Financial Planning Professional.

    Prerequisites & Notes
    PFP 37000, Survey of Personal Financial Planning.
  

  • PFP 37050 - Risk Management and Financial Planning

    Survey of risk management, primarily in the areas of life, health, casualty, and liability insurance. Includes analysis of risk exposure, evaluation techniques for various insurance plans, and contract selection criteria from a cost-benefit standpoint. Income and estate taxation laws as related to insurance premiums and benefits; alternative methods of funding insurance premiums; and the role of insurance in retirement and estate planning will also be discussed.
  

  • PFP 37100 - Investments and Financial Planning

    A newly re-designed introduction to the Principles of Personal Financial Planning and Investments.  Participants receive an extensive introduction to the financial planning process, time value of money, ethical considerations, economic environment and essential investment planning concepts.  The course includes study of securities markets, investment asset classes, portfolio construction, and investment techniques, tools and strategies.  An HP10BII calculator is required for the program.
  

  • PFP 37150 - Income Tax and Financial Planning

    Designed to enable the professional providing personal financial planning services to recognize many of the income tax planning opportunities and dilemmas that may arise. The course covers the fundamentals of individual income taxation and tax law overview, terminology and computations. Discussion and analysis will focus on practical problems involving tax planning implications of home ownership; property transactions; tax advantaged investments; divorce and remarriage; forms of business ownership; accounting methods and periods; life insurance, annuities, and securities; intra-family and charitable transfers; and forms and methods of employment compensation.
  

  • PFP 37200 - Retirement and Financial Planning

    Provides working knowledge of retirement planning tools, terminology, and techniques, including the rules, regulations, and taxation of qualified and non-qualified plans: Pension, profit sharing, 401(k), SEP, IRA, and deferred compensation. Includes study of the basic characteristics of specific employee benefits such as group life insurance and group health coverage. The financial planning process will be emphasized in class discussion with illustrations from practical experience and actual case histories.
  

  • PFP 37250 - Estate Planning and Financial Planning

    This course combines the estate planning essentials with practical application using the case study method.  The course covers the estate planning process, property ownership and implications, lifetime and death-related transfers, legal documents, federal gift and estate tax law, business transfers, estate valuation, and income tax ramifications in estate planning.
    The case studies integrate all aspects of the financial planning process with an emphasis on estate planning.  Students are expected to participate actively in the case presentations.
  

  • PFP 37300 - Financial Plan Development and Financial Planning

    The Financial Plan Development Course features solid, practical application of all the material covered in the prior classes.  Students are required to prepare a comprehensive written financial plan and to present it orally, according to rules established by Certified Financial Planner Board of Standards, Inc.  The course provides both relevant practical experience in comprehensive planning and superlative preparation for the case studies in the national certification examination.
 

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