Courses

Financial Planning

Complete Guide to Investing

Complete Guide to Investing

[ 13 Hours ]

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Course number: FP767305
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.

NASBA field of study : Finance

Hard copy$89

PDF$89

Extra test(s)$35

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Divorce and Money

Available in PDF format only.
Divorce and Money

[ 20 Hours ]

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Course number: FP14621102
Help guide your clients through the complex process of making important, and sometimes life-altering financial decisions. Divorce and Money covers how to: decide whether to keep or sell the house; protect against misuse of joint accounts and credit cards; avoid tax problems; handle alimony and child support; divide debts fairly; avoid hasty decisions that could cause financial harm; reduce risks to investments; understand how a court evaluates assets; and gain financial stability as a single person. Also includes information on dealing with credit problems, bankruptcy, and foreclosure during or after divorce. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study : Finance

PDF$119

Extra test(s)$50

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Estate Planning

Estate Planning

[ 28 Hours ]

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Course number: FP533414
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.

Hard copy$159

PDF$159

Extra test(s)$70

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Estate Planning Basics

Estate Planning Basics

[ 10 Hours ]

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Course number: FP291909
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 includes integrated text and study guide, final exam, and grading service.

NASBA field of study : Specialized Knowledge

Hard copy$69

PDF$69

Extra test(s)$25

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Hedge Fund Investing

Hedge Fund Investing

[ 20 Hours ]

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Course number: FP268602
This course provides a complete discussion about hedge funds, derivatives, investment banking, and commercial banking, with specific guidance toward trading, strategy, portfolio management, performance metrics, due diligence, and more. Includes clear guidance on: hedge fund trends, flows, and characteristics; major hedge fund strategies and how they interact; the technical side of financing, settlement, and clearance; fund performance and optimizing contributing factors; and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study : Finance

Hard copy$119

PDF$119

Extra test(s)$50

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Investing in Income Properties

Investing in Income Properties

[ 12 Hours ]

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Course number: FP275702
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

Hard copy$79

PDF$79

Extra test(s)$30

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New Rules of Retirement

New Rules of Retirement

[ 24 Hours ]

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Course number: FP368802
Provides a proven, updated approach to retiring successfully. The text uses proven, profitable techniques to coordinate all the factors that lead to financial security and independence. You'll learn how much you really need to save for retirement, how to invest that nest egg before and during retirement, and how to establish a wise and sustainable spending strategy. The course will also show you how to: overcome the threats to retiree financial security; learn the right way to estimate retirement spending; develop a sustainable spending strategy; invest your nest egg to make it last; plan for potential long-term health care; and more. Covers changes in key areas such as annuities, IRA management, estate planning, and income taxes. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study : Specialized Knowledge

Hard copy$139

PDF$139

Extra test(s)$60

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Personal Financial Planning for Accountants

Personal Financial Planning for Accountants

[ 25 Hours ]

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Course number: FP769704
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

Hard copy$149

PDF$149

Extra test(s)$65

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Social Security, Medicare and Pensions

Social Security, Medicare and Pensions

[ 20 Hours ]

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Course number: FP573323
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.

Hard copy$119

PDF$119

Extra test(s)$50

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Solving Money Problems

Solving Money Problems

[ 24 Hours ]

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Course number: FP272616
Help your clients with their money problems. This course shows you how to prioritize debts, create a budget, negotiate with creditors, stop collector harassment, challenge wage attachments, contend with repossessions, respond to creditor lawsuits, qualify for a mortgage, rebuild credit, decide if bankruptcy is the right option, and more. Includes sample letters to creditors, as well as worksheets and charts to calculate debts and expenses. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study : Specialized Knowledge

Hard copy$139

PDF$139

Extra test(s)$60

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