8 courses with the subject FSMA, 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.
A survey of various investment vehicles with a focus on securities markets. Analysis of theories and practices in portfolio management, security analysis, investment programs and regulations. An assessment of the investment environment and market indicators is emphasized. Prerequisite: ACCT 235 or 335 [Spring] Applied Learning [3 credits] [4 contact hours]
This course will focus on the areas of federal income taxation that are commonly used in the financial planning process. Understanding the methods of calculating a taxpayer's federal liability and how the income-tax structure impacts an individual's financial planning decisions will be stressed. Co-requisite: FSMA 300 or permission of the instructor. [Spring] Applied Learning [3 credits] [3 contact hours]
The goal of this course is to enable the student to recognize and understand the terms and phrases used in various life, health, property, and liability insurance policies and to determine the proper circumstances warranting coverage. Students will gain skills in recommending the type and extent of insurance an individual should consider under his or her particular circumstances. [Fall] Applied Learning [3 credits] [3 contact hours]
Computer software applications in preparing individual tax returns, recording transactions, reporting accounting activity, generating personal financial statements, and analyzing various aspects of a personal financial plan. A course designed for both accounting and financial services majors to bring together the theoretical knowledge acquired with the software commonly used in practice. Prerequisites: ACCT 101, ACCT 103, CITA 110, FSMA 201 [Spring] [3 credits] [4 contact hours] Page | 271 2026-2027
A study of retirement systems and employee benefit plans. Topics to be discussed include: social security, individual retirement accounts; tax-sheltered annuities; qualified vs. non-qualified plans; group life, health, and disability insurance; and deferred compensation. Prerequisite: FSMA 201 [Fall] Applied Learning [3 credits] [4 contact hours]
This course covers the principles involved in estate planning for the individual. Topics covered are an overview and the conceptual framework of estate planning, federal estate planning calculations, proper techniques of estate planning, trusts, gifting strategies, and planning for a closely held business. Prerequisite: FSMA 300 or permission of the instructor [Fall] Applied Learning [3 credits] [3 contact hours]
Focus will be given to actual situation analysis and applying current insurance, investment, retirement planning, and tax tools and concepts to a variety of case studies. Each area of insurance, investments, income taxation, retirement and employee benefits, and estate taxation will have at least two directly related case studies. Also, each student will complete two comprehensive problems. Prerequisite: FSMA 410 Estate Planning. Applied Learning [3 credits] [3 contact hours] Fisheries and Wildlife – Natural Resources
Source: SUNY College of Agriculture and Technology at Cobleskill's catalog, linked per course · table learning_unit · CourseShelf publish 61
