Financial Planning - Continuing Education Classes
Overview
Duke Continuing Studies, building upon the success of the Executive Certificate in Financial Planning, now offers one-day specialized financial seminars designed for everyone from practicing financial planners to the nonpracticing consumer. These seminars address subjects foremost of interest in the financial industry and instruction is led by a Certified Financial Planner (CFP ®). Are you a nonfinancial individual looking to expand your financial knowledge on certain topics or a financial planner seeking to keep abreast of financial trends/regulations? These seminars will meet both needs.
* Attention Certified Financial Planners: The CFP Board of Standards, Inc. has approved this seminar for three (3) Investment continuing education (CE) hours
OFFERED FALL 2009:College Planning Strategies and Savings Vehicles
With college tuition rising faster than inflation, the question arises of how to fund for a child’s education. In this course you will learn the following:
- Advantages and disadvantages of the various strategies available and when a 529 plan is appropriate
- Portfolio of 529 plans available and frequently asked questions about them
- 529 plans attracting the attention of “planners” due to performance and features
- Advantages and disadvantages of the North Carolina 529 plan
- Resources for further learning