Specialized Knowledge

Course number: B531810

This course is a complete overview of the job associated with acting as an executor. Covers: the first steps to take; claiming life insurance, Social Security and other benefits; making sense of a will; what to do if there is no will; taking inventory and locating assets; estimating the value of assets; determining how title is held; paying claims and debts; selling property; giving property to beneficiaries; determining whether or not probate is necessary; identifying the types of property that does not go through probate; taxes; probate court proceedings; handling trusts; caring for children and their property; working with lawyers and appraisers; 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: 24 hours

Course number: B530315

Probate can drag on for years, and the costs -- including legal fees, appraisal fees, court fees -- can easily eat up thousands of dollars. Luckily, there are simple and effective strategies to avoid probate. You will learn how to: set up payable-on-death bank accounts; name a beneficiary for retirement accounts; register assets in transfer-on-death forms; hold property in joint ownership; take advantage of special procedures for small estates; create a living trust; give away property now; and more. Includes state-by-state charts to show which techniques will work in your state. 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: FP767308

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: B471201

Disability insurance is both important and expensive, so it is critical to understand when you should obtain it, and how to tailor its provisions to your specific needs. In the Essentials of Disability Insurance course, we cover the circumstances under which you should (and should not) obtain this insurance, as well as the various policy components. We also address the factors impacting its cost, how to select both an insurance advisor and an insurer, and how to file a disability claim. In addition, we cover several disability insurance options that can keep your business running while you are disabled. In short, this course is designed to give you a thorough overview of the disability insurance concept. 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: 1 hour

Course number: FP533417

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: FP591912

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: FP471203

There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estate Planning Fundamentals course. It covers the essentials of wills, probate, living trusts, the pay-on-death option, gift taxes and estate taxes, as well as planning for personal incapacity 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: 6 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: FP471303

It can be difficult to earn a consistent return on your invested funds. In the Investing Guidebook, we cover how to set up a structured approach to investing that improves your ability to gain a good return on your investments. It addresses the basic investment types, the sequence of investing activities, individual retirement accounts, and how to invest in stocks, bonds, and funds. It also reveals a number of ways to extract useful information from company financial statements, and how to measure your investing performance. The tips included in this course can be of great assistance in improving your investing skill. 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: 7 hours

Course number: B477414

This course helps you understand the alternatives to nursing facilities and shows you how to find the best care you can afford. Covers: evaluating long-term care insurance, arranging home care, exploring options beyond nursing homes, choosing a nursing facility, getting the most out of Medicare, Medicaid and other benefit programs, protecting your assets, preventing elder fraud, 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: 16 hours

Course number: FP769707

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: FP973402

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: FP471401

Investing in real estate can be an extremely profitable endeavor, but only if you know the pitfalls to avoid. In the Real Estate Investing course, we discuss every aspect of locating, evaluating, purchasing, financing, and operating an investment property. Topics covered include conducting a local market analysis, analyzing leases, valuing a property, and how to conduct due diligence. The course also addresses the tax aspects of real estate investing, including like-kind exchanges, installment sales, and the tax basis of property. 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: 7 hours

Course number: FP573330

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

Course number: B575510

With practical advice, legal information, tips and step-by-step instructions, this course will help you get your nonprofit up and running—and keep it going! You’ll learn how to: develop a strategic plan and budget; recruit and manage board members, employees and volunteers; market your organization to your target audience; raise money online through crowdfunding and other sites; build a website and use social media and networking sites; adopt policies that are legally sound; 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: 24 hours

Course number: B571016

This course provides a complete understanding of living trusts and how they can be used by people of all estate sizes to transfer their property after their death without any attorneys or court involvement. In addition to gaining a thorough understanding of living trusts, this course will provide all the tools necessary to create your own living trust. You’ll learn: the types of trusts and how to determine which is right for you; choosing what property to put in your trust; selecting trustees and beneficiaries; special considerations when property is left to minor children or young adults; and more. The text was written by an attorney specializing in estate planning and includes easy-to-follow step-by-step instructions, helpful worksheets, and an online link to most of the forms discussed in the course. Also contains a complete set of reproducible ready-to-use forms. 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: 18 hours

Course number: FP471502

The best way to accumulate a significant amount of wealth is by creating and following through on a financial plan. In the Wealth Management course, we show how to create such a plan, while also discussing how to preserve your existing wealth, and enroll the services of a financial advisor. The course also covers the essential elements of all key types of investments, including stocks, bonds, real estate, and alternative investments. In addition, the course covers a variety of related topics, including charitable contributions, insurance, and individual retirement accounts. In total, the course is designed to give you a firm grounding in wealth management principles. 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: 8 hours