Registered Paraprofessional

University of Nevada, Las Vegas
Las Vegas, NV, United States

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' The College for Financial Planning awards the RP designation to those who complete the preparation program, ¡°Foundations in Financial Planning,¡± pass the final examination, sign a code of ethics commitment and declaration form, and complete a three-month internship. Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards. Held weekly for sixteen weeks, the class is comprehensive and intensive. Instructors all hold the Certified Financial Planner, CFP®, designation and have extensive experience in the financial planning industry. You will be required to have a financial calculator ¨C either a Hewlett Packard 10B or 10BII.

TEN MODULE COURSE:
The Financial Planning Process
Financial Statements & Cash Flow Management
The Time Value of Money
Investment Principles and Mutual Funds
Equities and Debt Instruments
Tax Planning
Retirement Planning
Introduction to Insurance
Life and Health Insurance
Estate Planning

EXAMINATION:
The final examination will be a proctored online examination, administered at the last class session. A sample examination will be made available to you before you take the final exam.

INTERNSHIP:
Arrangements for internships will be made when you have passed the final examination with a 70% or better. To fulfill the internship requirement, you must work in a position within the financial services industry for a minimum of three months and demonstrate adequate communication skills, familiarity with at least one type of financial planning software, and the ability to gather and process data. You must also exhibit the knowledge and skills necessary to construct personal financial statements, and the ability to review and analyze information to identify basic strengths and weaknesses in a client¡¯s financial situation. A free internship guidebook serves as a reference for you and your supervisor in structuring and evaluating your internship.

...''

Phone:(702) 895-3394

School Address:

University of Nevada, Las Vegas
4505 Maryland Parkway Box 451019, Las Vegas, Nevada 89154-1019
Phone: (702) 895-3394 FAX: (702) 895-4195



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