Financial Planning
No matter what your budget, level of experience, or tolerance for risk, you'll discover how to use everything from REITs and futures to hedge funds and hedge fund-like mutual funds to shield your money from the bubble-and-bust, hurly-burly of the markets and come out ahead, in all economic climates. The authors, Ben Stein and Phil DeMuth, explain in plain English how each product or class of products works, and how each can be used to help you reduce risk and boost returns. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: FP123902
CPE Credit: 10 hours
Price: $69 (with Textbook)
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 tells you what investments are available to invest in, 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. Course category: Administrative Practice.
Course Number: FP123702
CPE Credit: 20 hours
Price: $119 (with Textbook)
Emerging markets offer some of the best investment opportunities in the world. And while there are no guarantees of investment success in this field, there are plenty of lessons—such as focusing on fundamentals, tolerating market volatility, and taking a long-term view—that can put you in a better position to excel. This course will show you: the importance of emerging markets as an investment destination; investment instruments that allow access to these markets—from emerging market mutual funds to depository listings of emerging market companies; the realities of emerging market risk and how to capitalize on it; finding future growth in frontier markets, which are younger and less developed than emerging markets; profiting from a firm understanding of the macro and micro views of an emerging market; and more. Course includes text, interactive study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: FP121201
CPE Credit: 8 hours
Price: $59 (with Textbook)
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. Course category: Administrative Practice.
Course Number: FP133411
CPE Credit: 28 hours
Price: $159 (with Textbook)
This course focuses on the personal financial planning side of divorce and the other issues you need to be well aware of before, during, and after a divorce. It provides helpful planning tips, checklists, forms, and tables to lessen the monetary damage throughout the difficult process of divorce. This course will help you guide your clients on how to select a divorce attorney, strategies to safeguard assets in advance of filing for divorce, alimony and child support issues, how to effectively plan going forward after the divorce, as well as much more. Course level: Basic. Prerequisites: None. Course includes text. interactive study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: FP109601
CPE Credit: 15 hours
Price: $119 (with Textbook)
Real estate market trending expert Ed Ross gives you the tools and the knowledge you need to take advantage of the great deals created by falling real estate prices. You'll learn the questions every real estate investor needs to ask before buying, selling, or holding any property and find out how to calculate the value of any property in a given neighborhood, predict which property you should invest in for maximum return, secure low-cost financing when lenders are reluctant to lend, maximize your property's appreciation, calculate your true rate of return, and develop investment strategies that build wealth in both difficult and robust markets. Course level: Basic. Prerequisites: None. Includes text, interactive study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: FP878
CPE Credit: 10 hours
Price: $69 (with Textbook)
Whether you want to fix and sell or buy, improve, and hold real estate, this course will help you achieve your goals. The text provides time-tested ways to grow a portfolio and shows you how property investing can deliver 22 sources of financial return. You’ll learn how to negotiate like a pro, read market trends, value properties accurately, meet today’s loan underwriting standards, obtain discounted property prices from banks, underwater owners, and government agencies, choose from multiple possibilities to finance your properties, and market and manage your properties. Course level: Basic. Prerequisites: None. Course includes text, interactive study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: FP124207
CPE Credit: 20 hours
Price: $119 (with Textbook)
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. Course category: Administrative Practice.
Course Number: FP119701
CPE Credit: 25 hours
Price: $149 (with Textbook)
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. Course category: Administrative Practice.
Course Number: FP133318
CPE Credit: 20 hours
Price: $119 (with Textbook)
This course takes you through various strategies that will help you improve your investment process, while allowing you to take advantage of certain market anomalies. Along the way, it addresses: following specific rules when buying value stocks; using momentum-based strategies and what type of stocks this method works best with; following seasonal patterns in your investing activities by looking at common calendar anomalies; understanding Initial Public Offerings (IPOs) and whether they will help, or hurt, your portfolio; and much more. Course level: Basic. Course includes integrated text and study guide, final exam, and grading service. Course category: Administrative Practice.
Course Number: FP123402
CPE Credit: 5 hours
Price: $39 (with Textbook)




