Products
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
2020-20: Tax Research Part 2 - Intermediate (QAS)
CourseThrough simple, plain language explanations and examples, this course will describe the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process.
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
A History of Investing and A Look Ahead (QAS)
Course2.0 NASBA QAS Credits (Finance) • 1.5 CFP QAS Credits (Portfolio development and analysis)
$49
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
2021-27: The Risk Management Process & Insurance Fundamentals (QAS)
CourseThrough plain language and a commonsense approach, this course explores the steps involved in the risk management process, the elements of a good risk register, as well what sections make up a standard insurance policy.
$49