Financial Planning CPE

Course number: FP767307

This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course details various investments, the features of each type of investment, the advantages and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 13 hours

Course number: FP533416

This course covers everything from the basics about wills and trusts to sophisticated tax-saving strategies. Get straightforward, plain-English explanations of practically every estate planning device available. Learn how to choose the right type of trust, avoid probate, provide for children, minimize gift and estate taxes, protect a business, deal with second or subsequent marriages and understand when to use a will. You’ll also learn how marital property is treated in community property states and in common law states; how to complete a property inventory worksheet; how to choose primary, alternate, and residuary beneficiaries; how to disinherit someone; and how to plan for simultaneous death. Includes sample estate plans. Note: Some of the material contained in the text is not valid in Louisiana. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 28 hours

Course number: FP591911

Covers the need-to-know basics about wills, trusts, avoiding probate, and planning for incapacity. Course includes information on making a will or living trust, naming a guardian for your children, avoiding probate, choosing an executor, using durable powers of attorney, preparing a health care directive, and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 10 hours

Course number: FP623801

This course delivers straightforward, digestible lessons in the investment rules and principles you need to follow to mitigate risk and realize long-term success in the markets. You will learn how to: focus on the long-term and ignore short-term market fluctuations and movements; use employer-sponsored plans to supercharge your savings and returns and minimize your taxes; understand crucial investment subjects, like diversification, rebalancing, dollar-cost averaging, and indexing. Topics include discussions about saving, index bonds, diversification, asset allocation, retirement, rebalancing, dollar-cost averaging, investment mistakes, and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 4 hours

Course number: FP675703

This course will help you understand real estate investment using a straightforward approach and easy-to-understand explanations. The course explains: the Big Six formula; how to find the right property; using your IRA to invest; the benefit of leverage; overcoming fear; real estate vs. stocks; how to convert rentals to condos; financing options, types of income properties, and much more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 12 hours

Course number: FP769706

This course teaches you all the major areas in personal financial planning, including planning and managing personal finances, making purchase decisions, insuring resources, investing financial resources, and controlling your financial future. Covers time value calculations, banking, budgeting, career planning, insurance, home buying, consumer credit cards and money management, investment planning, retirement planning, and estate planning. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 25 hours

Course number: FP973401

Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness and the ever-increasing cost of higher education. The course details the principal steps in developing a financial plan, the critical issues in managing and protecting wealth, the products and concepts available to implement wealth management objectives and their tax treatment. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 10 hours

Course number: FP790803

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing: (1) financial instruments and (2) the means of financing. It examines the financial side of the lending process. The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. Course Level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 6 hours

Course number: FP573328

Help your clients get the most retirement and pension income and the best medical coverage. This course will teach you: the basic premises of Social Security; the specific requirements for qualifying to receive retirement, disability, dependents and survivors benefits; what work credits are; how benefits are calculated; how working while receiving benefits will affect the amount of benefits; how to appeal any denied claims; how to fill out and file every important document; how to define the “break-even point”; what SSI considers counted income and not counted income; what SSI considers assets and not counted assets; how to differentiate between immediate annuity and deferred annuity; how to figure the amount of federal CSRS or FERS retirement annuities; and much more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 20 hours