Products
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
2021-LFP03: Lifecycle Financial Planning - Investment Policy Statements & Portfolio Risk (QAS)
CourseThis course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning, including traditional and reverse glidepath theory.
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Retirement Planning - IRAs (QAS)
Course1.0 NASBA QAS Credits (Taxes); 1.0 CFP QAS CE (Tax Planning)
$29
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Lifecycle Financial Planning
2021-LFP16: Lifecycle Financial Planning - Dependency (QAS)
CourseThrough true to life discussion questions and plain English explanations of code sections, this course explores the modern idea of dependency after the Tax Cuts and Jobs Act (TCJA).
$69
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All Courses, CFP Certified, IRS EA Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Tax Planning - Rental Real Estate (QAS)
Course4.0 NASBA QAS Credits (Taxes) • 3.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$119
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All Courses, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Calculating the Life Insurance Need & Basic Planning Concepts (QAS)
Course2.0 NASBA QAS Credits (Finance) • 1.5 CFP CE Credits (Life Insurance) • 1.5 IRS CE Credits (Life Insurance)
$69
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All Courses, NASBA Certified, Self Study (QAS)
2020-23L: Building a Better Team - Being a Better Teammate (QAS)
CourseUtilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships with colleagues and others.
$79