Financial Services (Non-Credit)

Gain a competitive edge in your bookkeeping career by mastering the skills and knowledge of accounting functions utilized by professional bookkeepers. Topics will include adjusting entries, correcting of accounting errors, payroll, depreciation, inventory, and internal controls and fraud prevention.  This course prepares to you to sit for the national bookkeeper certification through the American Institute of Professional Bookkeepers (AIPB).

Hours: 90

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Visit Accounting with Quickbooks for a list of classes.  

Explore the appraisal process through discussion of appraisal principles and practical examples. This course meets the pre-qualifying criteria, as established by the North Carolina Appraisal Board. This is the first course in the appraisal pre-licensing series and must be taken first.

Hours: 30

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Enhance your basic appraisal knowledge with the various approaches to property valuation through the practical application of appraisal procedures. This course meets the pre-qualifying criteria, as established by the North
Carolina Appraisal Board. Those seeking to become a registered trainee must complete APP 7201 prior to taking this course.

Hours: 30

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This National Uniform Standards of Professional Appraisal Practice (USPAP) course fulfills the 15-hour requirement as established by the Appraiser Qualifications Board and The Appraisal Foundation. Those seeking to become a registered trainee must complete APP 7201 and APP 7202 prior to taking this course.

Hours: 15

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This course will address the national minimum requirements, responsibilities, and expectations for trainee appraisers and supervisory appraisers as set by the Appraiser Qualifications Board. Materials supplied in class

Hours: 4

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This Banking Services Certificate provides the essential knowledge needed to start or advance your career in retail banking. The course includes fundamental banking concepts and principles, the basics of how banks operate as service providers and businesses, their obligation to operate in a safe and sound manner and manage risk, and the responsibilities of bank employees in a customer-focused financial services environment.

Hours: 55

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Get a comprehensive overview of the financial planning process. Understand the roles and responsibilities of a financial planner and gain analytical skills to aid in fiduciary decision making. You will learn communication techniques, risk tolerance, time-value-of-money, regulatory issues, and various financial planning applications.

Textbook required.

Hours: 39

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Understand the importance of insurance when it comes to financial planning. In this course, you will grasp basic concepts in risk management and the various types of insurance, such as property, casualty, life, health disability, and long-term care.

Hours: 33

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Discover the principles of investments and the various tools used in financial planning. Using this knowledge, you will be able to choose the appropriate investments to maximize your clients financial portfolio. Your assessment will include tax considerations, economic factors, valuation methods, asset allocation techniques, and performance evaluation.

Hours: 39

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Examine the federal income tax system and how it relates to individuals and their financial planning. Discover how various incomes, deductions, tax credits, capital gains and losses, life insurance and annuities, and taxation of business entities can all affect your clients portfolio.

Hours: 39

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Every financial planning professional needs to know the essentials of retirement planning and employee benefits. Assist your clients in choosing the appropriate retirement plan to meet their needs, whether they are a business, business owner, or an individual. Evaluate qualified plans, non-qualified plans and IRAs in designing the best retirement strategy for your clients.

Hours: 39

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Understand the various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property. You will learn to strategize and develop a personalized estate plan to include trusts, wills, valuation of assets, and buy-sell agreements.

Hours: 39

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This Capstone course is approved by the CFP Board of Standards,Inc. to satisfy the Financial Plan Development Course requirement. It is a comprehensive course where you will be able to apply the knowledge and skills acquired throughout the CFP(r) Education Program toward the preparation, implementation, and delivery of a financial plan.

Hours: 45

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This course is a basic overview of local government finance in North Carolina. It is not a debit and credit accounting course nor does it assume you have formal accounting education or experience. You will learn the basic job functions that are typically housed in the finance department, with attention to those found in smaller governments. This course will also link those functions to the requirements for all local governments found in the NC General Statutes, primarily the Local Government and Fiscal Control Act(G. S. 159 Article 3).

Class is fully online. You will need access to a current version of Adobe Reader and Microsoft Excel. Central Piedmont Community College login required.

Hours: 48

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You have many options for financing your retirement, but have you taken the time to plan how you will live during your retirement years? Without a clear plan, it is difficult to prepare financially for the next chapter of your life. Understand not only the traditional retirement plans, but explore the new view of retirement with additional opportunities and responsibilities. This course is appropriate for individuals just starting out in their careers, as well as those considering retirement.

Hours: 6

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This course is approved by the North Carolina Department of Insurance (NCDOI) for individuals seeking a Property Insurance agent license, and recommended for those seeking an adjuster license. You will learn general terms and concepts associated with property insurance, personal and commercial insurance coverage, and North Carolina statutes and regulations. Upon successful completion, you will be eligible to sit for the state Property Insurance Agent Exam. If you are seeking an agent license, you must attend 100 percent of the classes. 

Purchase the textbook prior to start of class. It may be used for both Property and Casualty.

Hours: 24

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This course is required  for individuals seeking a Property Insurance Agent sales license and recommended for those seeking and Adjustor's license. Course content will cover general terms and concepts associated with property insurance, personal and commercial insurance coverage, and North Carolina statutes and regulations pertinent to property insurance. Upon successful completion (80 percent or higher), students will be eligible to sit for the state Property Insurance Agent Examination. If you are seeking an sales license, you must attend 100 percent of the classes. 

We recommend that you take the Property class before taking the Casualty class.

Purchase the textbook prior to start of class. It may be used for both Property and Casualty.

Hours: 24

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This course is approved by the North Carolina Department of Insurance (NCDOI) for individuals seeking a Life Insurance agent license. You will learn general terms and concepts associated with life insurance, annuities, policy
provisions, options and various features, and North Carolina statutes and regulations. Upon successful completion, students will be eligible to sit for the state Life Insurance Agent Exam. If you are seeking an agent license, you must attend 100 percent of the classes. 

Purchase the textbook prior to start of class.

Hours: 28

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This course is required for individuals seeking an Accident, Sickness and Health Insurance sales license. Course content will cover the types of individual Accident, Sickness and Health insurance; policy provisions, options and various features; Accident, Sickness and Health topics and North Carolina statutes and regulations pertinent to Accident, Sickness and Health insurance. This course is also a prerequisite for obtaining a Medicare Supplement and Long Term Care License in NC. Upon successful completion (80 percent or higher), students will be eligible to sit for the state Accident, Sickness and Health Agent Examination. This course requires 100 percent attendance. 

Purchase textbook prior to start of class.

Hours: 28

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This course is designed to instruct students in the Medicare Supplement and Long Term Care insurance topics to meet the pre-licensing education requirements for Insurance Agents as prescribed by the North Carolina Department of Insurance-Agent Services Division.

Hours: 13.5

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MTG 7600  24-Hour Pre-Licensing North Carolina SAFE Comprehensive Origination Essentials (Webinar and Classroom)

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8-hour Continuing Education Package

Central Piedmont Community College is partnering with Learn Mortgage to offer continuing education (CE) courses for licensed mortgage loan originators. For current CE courses, visit our partnership Learn Mortgage partnership portal. 

This required course is a full introduction to the statutes that regulate the acts of North Carolina notaries. The purpose is for applicants to become qualified candidates for the Notary Public commission. Successful candidates must meet a minimum 80 percent exam score. Important communication occurs by email prior to class meeting. Please provide a current email address at the time of registration. Registration closes two days before class starts.

Purchase and review textbook prior to start of class.

Purchase and review textbook prior to start of class. A valid photo ID and black pen are also required.

Hours: 7

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You are required to have a valid commission as a notary public in NC in order to qualify for this electronic notary certification. This course instructs individuals in procedures required to exercise electronic notarial acts as set forth by the North Carolina Secretary of State. The course will cover the North Carolina Electronic Notary Act and electronic notary processes. Materials will be provided in class.

Prerequisite: You must have a valid commission as a North Carolina Notary Public prior to participating in the Electronic Notary Certification course.  A Notary Public manual, valid photo ID, and black pen are also required.

Hours: 3

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This course is approved by the North Carolina Real Estate Commission (NCREC) to satisfy the educational requirements for a broker license. You will learn basic real estate principles and practices and license laws, rules and regulations of the NCREC in preparation for the state exam. This course is content intensive. You should be competent in reading comprehension, solving math problems, and working on the computer. Purchase textbook and optional course materials prior to start of class. You must attend at least 80 percent of class time and pass the course to receive a certificate of completion.

Requires Central Piedmont Community College login prior to start of class. 

Hours: 80

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This course is one of three post-licensing courses designed to assist the provisional broker to meet the 90-hour post-licensing educational requirement set by NCREC. All Post Licensing education must be completed within the prescribed period of time after initial licensure. Textbook required. May be used for all three post-licensing courses. You must meet the 90-percent attendance requirement and pass the course exam. 

Hours: 30

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This course fulfills the annual CE credit as mandated by the NCREC. The commission changes the subject matter of this course each year. 

Hours: 4

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This course is one of three post-licensing courses designed to assist the provisional broker to meet the 90-hour post-licensing educational requirement set by the North Carolina Real Estate Commission (NCREC). All Post Licensing education must be completed within the prescribed period of time after initial licensure.

Textbook required. May be used for all three post-licensing courses. Per the NCREC, you must meet the 90 percent attendance requirement and pass the course exam.

Hours: 30

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Ed2Go Six-Week Courses in Financial Services

• Accounting and Finance
• Business Administration
• Office Administration
• Paralegal Technology