9 courses with the subject FERM, 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.
FERM 3210Family Resource Management3
A course which includes a study of the family as an ecosystem and how that ecosystem is influenced by and influences other larger systems. Attention is given to the problems faced by individuals and families in managing resources. The management process is viewed within an environmental context. Offered online Spring Semester
FERM 3500Fundamentals of Family Financial Planning3
This course introduces students to various financial planning topics that face families such as the financial planning process, client/planner interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, and education planning. Risk management, investment planning, retirement planning, plan integration and ethics are also discussed. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.
This course introduces students to risk management and insurance decisions in personal financial planning. Topics include insurance for life, health, disability, property and liability risks, as well as annuities, group insurance, and long term care. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.
This course provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics to meet a family’s investment goals. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.
The course provides an overview of current tax law, income tax principles, taxation terminology. The course focuses on tax planning considerations, computations, and tax planning strategies including tax pitfalls that impact financial planning for families. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.
The intent of the retirement planning course is to provide individuals with knowledge of both public and private retirement plans. The public plans include Social Security, Medicare, and Medicaid. The private plans include defined benefit and defined contribution plans and their regulatory provisions. The specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Finally, issues that individuals face in retirement, such as life-styles choices and medical issues are discussed. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.
The course focuses on the efficient conservation and transfer of wealth, consistent with the family’s goals. It is a study of the legal, tax, financial and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.
A course which includes a study of consumer activities in the marketplace and the financial world. Emphasis is given to the most important areas in which individuals and families function as consumers. Offered each Fall Semester.
