CFP 301General Principles of Financial
- Subject
- CFP
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
Houghton University · Courses
CFP
7 courses with the subject CFP, each shown exactly as we captured it from the college's catalog, with every element we hold. Where the wording looks broken, that is our reading of the catalog, not the college's text.
CFP 302Risk Management & Insurance
- Subject
- CFP
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
CFP 303Investment Planning3
3-F&S Explores the securities market, sources of information, risk/return, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis. Students will learn how to evaluate different asset classes for different investment objectives and determine their suitability for 41
- Subject
- CFP
- Credits (min)
- 3
- Credits (max)
- 3
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
CFP 304Tax Planning3
3-F&S Covers taxation for individuals, sole proprietorships, partnerships, and corporations, as well as the tax aspects of investments, insurance, annuities, and retirement planning. Students will be able to identify the likely tax consequences of personal and business financial activities and select appropriate and lawful tax-minimizing tactics and strategies.
- Subject
- CFP
- Credits (min)
- 3
- Credits (max)
- 3
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
CFP 305Retirement Savings & Income
- Subject
- CFP
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
CFP 306Estate Planning3
3-F&S Introduces federal gift, estate, and generation- skipping transfer taxes and the many planning techniques used to minimize their impact on transfers of wealth. It also explores the income-tax effects of gifts and bequests. The non-tax aspects of estate planning, including the estate planning process, property ownership, planning for incapacity, and planning for business owners are examined as are the need for estate planning documents for individuals, spouses, and unmarried couples.
- Subject
- CFP
- Credits (min)
- 3
- Credits (max)
- 3
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
CFP 307Financial Plan Development2
3-F&S Provides students an opportunity to demonstrate the knowledge learned through the prerequisite six-course CFP® curriculum. Students will participate in developing a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required. Prerequisites: CFP 301-306.
- Subject
- CFP
- Credits (min)
- 2
- Credits (max)
- 2
- Type
- course
- Edition
- 2025-2026
- Source
- www.houghton.edu
Source: Houghton University's catalog, linked per course · table learning_unit · CourseShelf publish 61