For a complete course description, click on your selection below.
For a complete course description, click on your selection below.
Advisor For Life (20 hours)
Automatic Wealth (15 hours)
Estate Planning (20 hours) **New Edition**
Financial Planning for Homeowners (10 hours)
Financial Planning for Lifetime Wealth (15 hours)
Financial Strategies for Busy People (15 hours)
Hedge Funds (15 hours)
Investing in Real Estate (15 hours)
Nonprofit Financial Planning (15 hours) **NEW**
Retirement Planning for Baby Boomers (20 hours) **NEW**
Reverse Mortgages (10 hours)
Social Security, Medicare & Pensions (20 hours)
Start Late, Finish Rich (15 hours)
Stock Market Investing (10 hours) **NEW**
| You will learn not only what it takes to run a financial advisory practice geared toward affluent families, but also how to properly protect, motivate, and educate clients over the course of the relationship. Going beyond everyday investment issues -- such as setting a client’s investment goals, selecting complementary investments, and monitoring portfolio balance -- this course will help you understand your clients’ needs and develop a personalized plan that will allow them to live financially secure and fulfilling lives. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
Course Number: FP744 |
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| If you already have the book, you can order the rest of the course for $100.00. | |
| Study with a Friend--Extra tests are only $40 | |
| This course outlines strategies that focus on building income and equity simultaneously. Filled with in-depth insight and practical advice, this unique guide offers specific steps, including how to develop wealth building habits now and how to develop a three- to fifteen-year plan to reach millionaire status. It is organized around six key principles: Facing the Facts, Plan to Become Wealthy, Develop Wealthy Habits, Radically Increase Your Income, Get Richer While You Sleep, and Retire Early. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
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Course Number: FP614 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
| 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. 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 text, interactive study guide, final exam, and grading service. |  |
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Course Number: FP434 |
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| If you already have the book, you can order the rest of the course for $100.00. | |
| Study with a Friend--Extra tests are only $40 | |
Financial Planning for Homeowners
| This course reveals why buying a home and investment properties is not only possible, but the surest way to reach seven-figure wealth on an ordinary income. The text starts with the story of an average American couple who stretch to buy their first house for $30,000 and retire 35 years later owning a home on a golf course and rental properties worth over $3,000,000. The course also shows that you can get started in any market -- boom or bust. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
Course Number: FP525 |
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| If you already have the book, you can order the rest of the course for $50.00. | |
| Study with a Friend--Extra tests are only $20 | |
Financial Planning for Lifetime Wealth
| Help your clients change their financial practices and financial lives. The text begins with a powerful story of an average American couple -- he's a low-level manager, she's a beautician -- whose joint income never exceeds $55,000 a year, yet who somehow manage to own two homes debt-free, put two kids through college, and retire at 55 with more than $1 million in savings. The text presents a system that is powerfully simple, and automatically effective, a life-changing system that delivers. Do it once, the rest is automatic. Course level: Basic. Prerequisites: None. Includes text, interactive study guide, final exam, and grading service. |  |
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Course Number: FP431 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
Financial Strategies for Busy People
| This course provides a simple, low cost, and easy to use plan to manage your money. The strategies outlined in the text are followed by some of the most successful planners and money managers around today, yet they're something everyone can understand. They'll give you what you need from your money -- regular savings, financial security, long-term investment growth, personal control, and best of all, peace of mind. The investment ideas alone will open your eyes to the newest strategies for accumulating wealth (without making big mistakes!). Course level: Basic. Includes text, interactive study guide, final exam, and grading service. |  |
CourseNumber: FP707 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
| This course details an uncomplicated investment program that utilizes the best aspects of a hedge fund to provide market-beating returns while significantly reducing risk. Straightforward and understandable, it will show you how to remove swings from your portfolio's performance without sacrificing the performance itself. It explains how exchange-traded funds (ETFs) can be used in conjunction with an options strategy to attain steady growth. It combines the best aspects of both ETFs and options into an investing program that works well in both bull and bear markets, is affordable for most investors, and provides overall package returns that are steadier and more predictable than those provided by its component pieces. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
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CourseNumber: FP616 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
| This course covers all aspects of investing in real estate. Topics include: why real estate is a good investment; the outlook for real estate investing; what you should know about real estate agents; researching the market; zeroing in on the right property; financing your investment; the right way to renovate; managing your investment; getting the ideal second home; selling your investment; and much more. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
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Course Number: FP501 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
| This course presents straightforward strategies to make financial management a smoother and more successful process. The text includes a glossary of tax and financial terms unique to nonprofits, explores how to structure your organization for fiscal strength, and presents easy-to-use procedures that make financial management a more streamlined and effective process. This course also provides worksheets, forms and checklists and covers major functional issues in financial planning, including roles and responsibilities, budgeting, asset management, and financial analysis. Course level: Basic. Prerequisites: None. Includes text, interactive study guide, final exam, and grading service. |  |
Course Number: FP833 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
Retirement Planning for Baby Boomers
| Today's boomers are facing retirement with inadequate savings and are relying on outdated financial strategies to carry them through. Many of the old strategies no longer apply when boomers may live 20 or 30 years past retirement age. The author's last-minute catch-up plan for safely generating a livable income within the years, not decades, left until retirement mixes familiar wisdom--take advantage of compound interest, tax-favored growth and safe, reliable leverage, and don't depend on Social Security--with a refreshingly down-to-earth plan. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
Course Number: FP741 |
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| If you already have the book, you can order the rest of the course for $100.00. | |
| Study with a Friend--Extra tests are only $40 | |
| Live on your equity—without selling or refinancing your home! Reverse mortgages allow seniors to convert part of their home equity into tax-free income, letting them easily borrow against the value of their home without selling it. This straightforward, simple guide explains every aspect of the reverse mortgage, including tax ramifications, associated fees and costs, great things you can do with your reverse mortgage payout, calculating a reverse mortgage based on the owner's age, the home's location and value, and how to structure your payout as a lump sum, monthly payments, or credit. Today's reverse mortgages are non-recourse loans and lenders do not share in any appreciation or accrued equity. Safe and simple, reverse mortgages are a valuable option for senior homeowners having trouble living on a fixed income or in need of extra cash for any unforeseen expense. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
Course Number: FP635 |
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| If you already have the book, you can order the rest of the course for $50.00. | |
| Study with a Friend--Extra tests are only $20 | |
Social Security, Medicare & Pensions
| Help your clients get the most retirement and pension income and the best medical coverage. Find out what benefits are available and how to claim them as quickly and easily as possible. Learn how to qualify for Medicare and Medicaid. Find out exactly how much your benefits will be at the age you plan to claim them; time your retirement to claim your benefits at the best time for you; appeal any denied claims; learn how to fill out and file every important document. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
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Course Number: FP433 |
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| If you already have the book, you can order the rest of the course for $100.00. | |
| Study with a Friend--Extra tests are only $40 | |
| Whether you are in your thirties, forties, fifties, or even older, this course will help you show your clients that you really can start late and still live and finish rich. It’s based on specific activities such as, spend less, save more, make more, and live well while you are doing it. The text includes step-by-step instructions, worksheets, phone numbers, and web site addresses to put your plan into action. Filled with solid advice in an entertaining format, the course describes a variety of tactics and strategies for accomplishing your goals. It expounds a safe-and-steady philosophy of investment, with warnings about trying to time the market and sage advice on living well during life, not just during retirement. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |  |
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Course Number: FP612 |
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| If you already have the book, you can order the rest of the course for $75.00. | |
| Study with a Friend--Extra tests are only $30 | |
The text for this course has established itself as a clear, concise, and highly effective approach to stocks and investment strategy. Includes: strategies on how to double the Dow with one simple investment, and the latest products required for this approach; methods investors can use to avoid disasters such as Enron and WorldCom; thoroughly updated reference lists, including new websites, new software, new brokers, and new publications; and more. Much has changed in the markets, and investors need the right information to keep pace. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. |
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Course Number: FP812 |
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| If you already have the book, you can order the rest of the course for $50.00. | |
| Study with a Friend--Extra tests are only $20 | |