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Price:
$4,800 4 seats left
Start Date:

Tue, Jan 15, 5:00pm - Jan 28, 9:00pm (50 sessions)

Location:
Downtown/The District
1900 Belmont Blvd
At Delmar Ave
Nashville, Tennessee 37212
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Important:
Price includes $600 for books & resource materials. Class ends at 9:05 p.m.
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Class Level: All levels
Age Requirements: 21 and older
Average Class Size: 10

What you'll learn in this business certificate class:

The CFP® Certification Program provides the skills, training and knowledge to succeed in the financial services industry, as well as the education requirement needed to sit for the CFP® Certification Examination. Whether you are new to the financial services industry or a seasoned professional, this program is designed to be equally beneficial. The certificate is particularly appealing to those currently employed in or interested in entering the financial services industry, as a stockbroker, tax preparer, insurance agent, real estate professional, bank and trust officer, financial planner, accountant or attorney. 

The program is a sequential six-course certificate program. Our program’s schedule allows you to complete your studies in approximately 12 months, while maintaining a full-time job. 

Fundamentals of Financial Planning and Insurance Planning 
This course will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning such as income tax planning, investment planning, retirement planning and estate planning. In addition, the course will present topics on the concepts of time value of money, education and retirement funding and insurance planning.  

Investments 
This course introduces investment strategies, portfolio allocation theory and application, debt and equity securities and portfolio management strategies. This course will also emphasize the importance of determining a client’s risk tolerance and goals and then managing an investment portfolio that incorporates a client’s level of risk while achieving financial goals.  

Taxation of Persons, Property and Other Entities 
This course will focus on the federal income tax system. Topics will include gross income inclusions, exclusions, deductions, exemptions and credits. This course will consider the income taxation of individuals, sole proprietorships, partnerships, LLC’s and corporations. Finally, this course will present the students with taxation avoidance and minimization alternatives.  

Retirement and Employee Benefits 
This course includes the comprehensive study of qualified and nonqualified retirement plans, other tax-advantages plans and employee benefits. In addition, this course will present an overview of the Social Security, disability and health care program. 

Estate Tax Planning 
This course will provide students with an introduction to estate planning and the taxation of estates for the purpose of financial planning. In addition, the overall tax implications of gifts and bequests will be presented in a manner that provides students with taxation avoidance and minimization techniques to be used when planning a client’s estate.  

Capstone Case in Financial Planning 
This course will involve case analysis and the integration of the six major areas of personal financial planning.

Still have questions? Ask the community.

Cancellations made within one week after start date are refunded at a 90% rate. Cancellations made after one week are non-refundable.

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Belmont U Center for Executive Education

All classes at this location

Start Dates (1)
Start Date Time Teacher # Sessions Price
5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell 50 $4,800
This course consists of multiple sessions, view schedule for sessions.
Tue, Jan 22 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jan 29 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Feb 05 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Feb 12 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Feb 19 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Feb 26 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Mar 05 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Mar 12 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Mar 19 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Mar 26 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Apr 02 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Apr 09 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Apr 16 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Apr 23 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Apr 30 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, May 07 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, May 14 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, May 21 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, May 28 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jun 04 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jun 11 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jun 18 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jun 25 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jul 09 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jul 16 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jul 23 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jul 30 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Aug 06 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Aug 13 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Aug 20 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Aug 27 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Sep 10 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Sep 17 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Sep 24 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Oct 01 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Oct 08 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Oct 15 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Oct 22 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Oct 29 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Nov 05 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Nov 12 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Nov 19 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Dec 03 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Dec 10 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Dec 17 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jan 07 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jan 14 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jan 21 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell
Tue, Jan 28 5:00pm - 9:00pm Rob Hazard, Thomas O. Lasley, Augie Perazzini, Jerry Moore & David T. Howell

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School: Belmont U Center for Executive Education

Belmont U Center for Executive Education

Leaders today are caught in the middle of a shifting economy, uncertain business environment and organizational pressure to do more with less. To survive this transformation, it is critical for organizations to develop leaders at all levels.

The demands of leading in today’s complex business environment...

Read more about Belmont U Center for Executive Education

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