Course Catalog

Customized Training

The Center for Professional Education at UT Austin offers courses, certificate programs and workforce training designed to build individual careers and support productive and efficient work teams. 

Use the catalog below to explore our offerings.

For quick review of upcoming opportunities, you can also download this printable PDF that lists information sessions, certificate programs and courses starting in the next couple of months.


Topic Area: Financial Planning
Available For: All Audiences

This course introduces you to the tools to develop practical strategies that focus on a client's goals and objectives to develop a beneficial estate plan. You will learn how to examine the taxation of gifts, estates, and generation-skipping transfers.

Topic Area: Financial Planning
Available For: All Audiences

The Financial Plan Development course serves as the capstone for the Financial Planning Certificate Program. This case-study class structure differs from the traditional lecture class in that you must take a more active role in the learning process. You will be required to complete a hypothetical directed case involving a written comprehensive financial plan and an oral presentation and defense of the comprehensive financial plan

Topic Area: Financial Planning
Available For: All Audiences

The Financial Planning Certificate Program consists of 6 core courses, each of which details a particular facet of financial planning, taught by Austin-area expert practitioners. Courses include Fundamentals of Financial PlanningInvestments, Tax Planning, Insurance and Risk Management, and more. Following the successful completion of the 6 core courses, program participants may proceed to the final course, Financial Plan Development. The capstone course requires students to complete a mock financial plan along with an oral presentation and defense of the devised plan.

Topic Area: Financial Planning
Available For: All Audiences

This course introduces you to the financial planning process and to the technical skills a competent financial planner must possess in order to serve clients successfully. Learn the fundamental elements of financial planning (insurance, investments, taxation, retirement planning and employee benefits, and estate planning) and their corresponding interrelationship in providing comprehensive personal financial planning. This course also explores the financial planning industry. 

Topic Area: Financial Planning
Available For: All Audiences

This course explores the financial risks that your individual and business clients encounter and how they can manage those risks, including the utilization of insurance solutions. Learn how to determine a client's risk exposure and develop a comprehensive insurance and risk management plan based on the client's goals and objectives.

Topic Area: Financial Planning
Available For: All Audiences

This course introduces you to the concepts of risk and return, the differences between equity and fixed-income investments, the mathematics of investing, the evaluation of investment theories and strategies and the regulation of the investment industry. Learn to calculate investment fees and expenses, time-weighted vs. dollar-weighted returns, arithmetic vs. geometric returns, risk-adjusted returns and after-tax returns. You will gain the skills to develop a suitable investment portfolio established to meet a client's goals and objectives and prepare an appropriate plan of implementation based on this information.

Topic Area: Financial Planning
Available For: All Audiences

This 100% online program, available through Virtual Classroom or Self-Paced delivery, will prepare you to take and pass the CFP® exam in as few as nine months. 

Topic Area: Financial Planning
Available For: All Audiences

This course explores the nature and function of retirement plans and provides a survey of the more common benefits and retirement programs offered by companies today. You will learn how to recommend an appropriate plan of action that helps your clients combine their employee benefits with their long-term goals and objectives to create a comprehensive financial plan.

Topic Area: Financial Planning
Available For: All Audiences

This course delves into current tax code concepts, issues and regulations and the resulting consequences and liabilities to a financial planner's clients. You will develop tax planning strategies to manage tax liability and to accumulate assets while minimizing tax consequences.