Module One

Date: Classes have been cancelled for the 2011-2012 year due to low enrollment.

Financial Planning

Focus on data gathering methods to assist the client/donor in "discovering" their current financial position while establishing or clarifying their personal objectives going forward. To properly equip the student for this task, the course addresses:

  • personal balance sheet
  • cash flow requirements
  • common income tax strategies
  • legacy issues/estate planning basics
  • retirement planning-qualified plans-types and issues
  • building projections via present and future value calculations
  • questioning techniques