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Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
HS 376 Legal and Financial Issues for Special Needs Families
View Course Details
This course covers unique legal techniques and tools that apply to special needs planning. Of particular importance are third-party funded special needs trusts created as part of an estate plan, wills, powers-of-attorney, guardianships, ABLE accounts, and self-settled special needs trusts established under federal and state law. The applicable issues surrounding Social Security and Medicaid are covered.
Related Programs:
- CE: 12SS/2CLSSRM
- CE: 21
- CE: 26LA
- CE: 21G
- CE: 21LH
- CE: 30G
- CE: 27LH
- CE: 21G
- CE: 21G
- CE: 42LAH
- CE: 21LH
- CE: 40FP
- CE: 19
- CE: 12G
- CE: 10LH
- CE: 1E/14LHV,C,P
- CE: 12G
- CE: 15
- CE: 21G
- CE: 24 LAH
- CE: 36LA
- CE: 27G
- CE: 36L
- CE: 18LH/3LAW
- CE: 21G
- CE: 33L
- CE: 36G
- CE: 12LHV
- CE: 15G
- CE: 20G
- CE: 20LAH
- CE: 16LH
- CE: 44G
- CE: 44G
- CE: 44LHV
- CE: 44G
- CE: 24G
- CE: 10G
- CE: 21G
- CE: 40L
- CE: 40LAH
- CE: 24LH
- CE: 21LH/3LTC
- CE: 21LH
- CE: 7LASPC
- CE: 16LAH
- CE: 9LH
- CE: 16LHV
- CE: 44LH, LTC
HS 377 Financial Planning for Families Caring for Those with Special Needs
View Course Details
Delivered as a live webinar, this course combines self-study material with an interactive learning experience. Team-taught by experts in the field, the course covers issues for special needs individuals who are minors as well as those who are adults. Topics include unique federal income tax issues, the creation and administration of special needs trusts, the ABLE Account, SSI, Medicaid, and disability-related issues. The course incorporates case studies covering both the financial and unique aspects encountered in a special needs planning engagement.
Related Programs:
- CE: 20G
- CE: 20G
- CE: 13LAH
- CE: 20LAH
- CE: 12SS/2CL
- CE: 20G
- CE: 10 LH
- CE: 13LH
- CE: 20G
- CE: 20G
- CE: 8LH
- CE: 20G
- CE: 20G
- CE: 3G
- CE: 20LH
- CE: 20G
- CE: 8L
- CE: 20 LAH
- CE: 20G
- CE: 12L
- CE: 20 G
- CE: 20 LAH
- CE: 15G
- CE: 20LH
- CE: 19 LH
- CE: 20FP
- CE: 20G
- CE: 3
- CE: 20L
- CE: 20 LA
- CE: 15
- CE: 13LH
- CE: 12LHV
- CE: 20LAH
- CE: 20G
- CE: 12G
- CE: 13LH
- CE: 23G
- CE: 20LH
- CE: 20G
- CE: 20LH
MSFP 536 Behavioral Finance
View Course Details
This course provides an overview of the research and theory into the field of behavioral finance and how it is applicable to financial service professionals. Student will first learn the theory of rational choice and then go through a series of examples of where people deviate from one might consider a rational decision. They will then learn how to use behavioral biases to help improve client’s financial well-being.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 543 Business Succession Strategies
View Course Details
This course covers advanced topics in business succession planning, provides an overview of gift and trust taxation to illustrate how charitable transfers facilitate business succession planning objectives, presents detailed coverage of family limited partnerships and limited-liability companies, and covers sales and gifts of business interests using discounting techniques. Students will discuss the use of executive benefit and retirement plan strategies to facilitate succession planning.
- Available CE:0
MSFP 551 Introduction of Financial Planning
View Course Details
This course introduces the broad scope of financial planning as it relates to personal goals/values, as well as its role in the financial services industry. It is designed to provide students with an understanding of the concepts of the financial planning process, the economic environment, the time value of money, the legal environment, financial analysis, and ethical and professional considerations in financial planning.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 554 Income Taxation
View Course Details
This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS.
- Available CE:0
MSFP 555 Fundamentals of Insurance Planning
View Course Details
This course introduces students to the application of insurance planning and risk management in personal financial planning. It is designed to provide students with an understanding of the concepts of identification of risk exposure, legal aspects of insurance, property and liability policy analysis, life insurance policy analysis, health insurance policy analysis, employee benefits, social insurance, insurance regulation, and principles of insurance taxation.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 557 Retirement Planning
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 558 Investment Planning
View Course Details
This course provides a foundation in portfolio and household investing theory and application. Our objective is to give you a deeper understanding of the unique aspects of developing portfolio strategies for individuals. It provides an introduction into the economics of investing, portfolio theory, behavioral finance, equity and fixed income instruments, financial products, optimal household portfolio, and tax efficient accumulation and decumulation strategies. Our goal is to give students a mastery of advanced personal investing strategies.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 559 Fundamentals of Estate Planning
View Course Details
This course explores the application of estate planning methodologies and policies to personal financial planning. Introduces estate planning tools and strategies to assist a client in developing, maintaining, and transferring their wealth consistent with their objectives.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 584 Executive Compensation
View Course Details
The executive pay package is designed to drive the performance of the executives, owners, or leaders themselves as well as the organization. This course will identify executive pay packages such as base salary, bonus, short and long-term incentives, executive perks, and other benefits. Additionally, students will analyze the advantages and disadvantages of these components including taxation, policy, & regulations (ERISA). Financial planning professionals can leverage this knowledge to advise their clients or themselves.
Related Programs:
- Available CE:0
MSFP 589 Financial Statement Analysis and Small Business Valuation
View Course Details
Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques.
- Available CE:0
Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
HS 376 Legal and Financial Issues for Special Needs Families
View Course Details
This course covers unique legal techniques and tools that apply to special needs planning. Of particular importance are third-party funded special needs trusts created as part of an estate plan, wills, powers-of-attorney, guardianships, ABLE accounts, and self-settled special needs trusts established under federal and state law. The applicable issues surrounding Social Security and Medicaid are covered.
Related Programs:
- CE: 12SS/2CLSSRM
- CE: 21
- CE: 26LA
- CE: 21G
- CE: 21LH
- CE: 30G
- CE: 27LH
- CE: 21G
- CE: 21G
- CE: 42LAH
- CE: 21LH
- CE: 40FP
- CE: 19
- CE: 12G
- CE: 10LH
- CE: 1E/14LHV,C,P
- CE: 12G
- CE: 15
- CE: 21G
- CE: 24 LAH
- CE: 36LA
- CE: 27G
- CE: 36L
- CE: 18LH/3LAW
- CE: 21G
- CE: 33L
- CE: 36G
- CE: 12LHV
- CE: 15G
- CE: 20G
- CE: 20LAH
- CE: 16LH
- CE: 44G
- CE: 44G
- CE: 44LHV
- CE: 44G
- CE: 24G
- CE: 10G
- CE: 21G
- CE: 40L
- CE: 40LAH
- CE: 24LH
- CE: 21LH/3LTC
- CE: 21LH
- CE: 7LASPC
- CE: 16LAH
- CE: 9LH
- CE: 16LHV
- CE: 44LH, LTC
HS 377 Financial Planning for Families Caring for Those with Special Needs
View Course Details
Delivered as a live webinar, this course combines self-study material with an interactive learning experience. Team-taught by experts in the field, the course covers issues for special needs individuals who are minors as well as those who are adults. Topics include unique federal income tax issues, the creation and administration of special needs trusts, the ABLE Account, SSI, Medicaid, and disability-related issues. The course incorporates case studies covering both the financial and unique aspects encountered in a special needs planning engagement.
Related Programs:
- CE: 20G
- CE: 20G
- CE: 13LAH
- CE: 20LAH
- CE: 12SS/2CL
- CE: 20G
- CE: 10 LH
- CE: 13LH
- CE: 20G
- CE: 20G
- CE: 8LH
- CE: 20G
- CE: 20G
- CE: 3G
- CE: 20LH
- CE: 20G
- CE: 8L
- CE: 20 LAH
- CE: 20G
- CE: 12L
- CE: 20 G
- CE: 20 LAH
- CE: 15G
- CE: 20LH
- CE: 19 LH
- CE: 20FP
- CE: 20G
- CE: 3
- CE: 20L
- CE: 20 LA
- CE: 15
- CE: 13LH
- CE: 12LHV
- CE: 20LAH
- CE: 20G
- CE: 12G
- CE: 13LH
- CE: 23G
- CE: 20LH
- CE: 20G
- CE: 20LH
MSFP 536 Behavioral Finance
View Course Details
This course provides an overview of the research and theory into the field of behavioral finance and how it is applicable to financial service professionals. Student will first learn the theory of rational choice and then go through a series of examples of where people deviate from one might consider a rational decision. They will then learn how to use behavioral biases to help improve client’s financial well-being.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 543 Business Succession Strategies
View Course Details
This course covers advanced topics in business succession planning, provides an overview of gift and trust taxation to illustrate how charitable transfers facilitate business succession planning objectives, presents detailed coverage of family limited partnerships and limited-liability companies, and covers sales and gifts of business interests using discounting techniques. Students will discuss the use of executive benefit and retirement plan strategies to facilitate succession planning.
- Available CE:0
MSFP 551 Introduction of Financial Planning
View Course Details
This course introduces the broad scope of financial planning as it relates to personal goals/values, as well as its role in the financial services industry. It is designed to provide students with an understanding of the concepts of the financial planning process, the economic environment, the time value of money, the legal environment, financial analysis, and ethical and professional considerations in financial planning.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 554 Income Taxation
View Course Details
This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS.
- Available CE:0
MSFP 555 Fundamentals of Insurance Planning
View Course Details
This course introduces students to the application of insurance planning and risk management in personal financial planning. It is designed to provide students with an understanding of the concepts of identification of risk exposure, legal aspects of insurance, property and liability policy analysis, life insurance policy analysis, health insurance policy analysis, employee benefits, social insurance, insurance regulation, and principles of insurance taxation.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 557 Retirement Planning
View Course Details
This course covers retirement planning and employee benefits. Retirement planning addresses accumulation and distribution phases and covers the various types of retirement plans, including employer-provided retirement plans (pension, profit-sharing, stock bonus, ESOP, 401(k), 403(b), 457, SEP and SIMPLE plans as well as nonqualified deferred compensation and stock option plans), Social Security, and IRAs. Employee benefits covers medical plans, group term life and disability plans, cafeteria plans and flexible spending plans.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 558 Investment Planning
View Course Details
This course provides a foundation in portfolio and household investing theory and application. Our objective is to give you a deeper understanding of the unique aspects of developing portfolio strategies for individuals. It provides an introduction into the economics of investing, portfolio theory, behavioral finance, equity and fixed income instruments, financial products, optimal household portfolio, and tax efficient accumulation and decumulation strategies. Our goal is to give students a mastery of advanced personal investing strategies.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 559 Fundamentals of Estate Planning
View Course Details
This course explores the application of estate planning methodologies and policies to personal financial planning. Introduces estate planning tools and strategies to assist a client in developing, maintaining, and transferring their wealth consistent with their objectives.
Related Programs:
MSFP | MSFPP
- Available CE:0
MSFP 584 Executive Compensation
View Course Details
The executive pay package is designed to drive the performance of the executives, owners, or leaders themselves as well as the organization. This course will identify executive pay packages such as base salary, bonus, short and long-term incentives, executive perks, and other benefits. Additionally, students will analyze the advantages and disadvantages of these components including taxation, policy, & regulations (ERISA). Financial planning professionals can leverage this knowledge to advise their clients or themselves.
Related Programs:
- Available CE:0
MSFP 589 Financial Statement Analysis and Small Business Valuation
View Course Details
Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques.
- Available CE:0