Financial Planning

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 Title  Credit  Format  Price  View
+    101 Financial Solutions: Diagnosis And Remedy 10 Online $69.00 View

A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

Click here for course objectives

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    A Complete Guide To Investing 14 Online $79.00 View


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 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. 

Click Here to view course objectives

 

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Personal Financial Planning For Accountants 20 Online $179.00 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

A comprehensive course on personal finance. What is more important to the "average person”' than personal financial planning and money management?  This course teaches you all the major areas in personal financial planning—planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning, banking, Insurance, home buying, consumer credits and money management, investment planning, retirement planning, and estate planning.

Click Here to view course objectives

+    Real Estate Financing And Investment 7 Online $49.99 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

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.

Click here for Course Objectives

+    Derivatives & Hedging for Accountants 10 Online $119.00 View

A derivative is a financial product that derives its value based on an underlying asset, liability or other variable (such as an interest rate, foreign currency or commodity price). Derivatives have become very popular tools for “hedging” (i.e. reducing) financial risk; they have also become an increasingly standard item on big companies' balance sheets. Yet understanding how they work, what they are used for and how they can affect the bottom line of a business has proven to be a significant challenge for the accounting and auditing industries.

This course provides an “accountant-friendly” overview of financial risk management and derivative instruments. This overview focuses on the various types of risk that impact financial markets today, as well as the four major categories of derivatives commonly used to hedge these risks (i.e. forwards, futures, swaps and options).

COURSE LEARNING OBJECTIVES

After completing this course, participants should be able to:

• Define the various types of risk that impact financial markets.
• Describe the unique characteristics of forwards, futures, swaps and options.
• Recognize appropriate hedging practices using derivative instruments.

Chapter 1
Introduction to Derivatives and Hedging

After studying this chapter participants should be able to:

• Define the various types of risk that impact financial markets.
• Recognize proper financial risk management practices.
• Describe the tools used to manage financial risk.

Chapter 2
Forwards

After studying this chapter participants should be able to:

• Describe the unique characteristics of forward contracts.
• Recognize appropriate hedging practices using forward contracts.
• Calculate the payoff from a forward contract.
• Calculate forward prices and describe the effects of arbitrage on forward pricing.

Chapter 3
Futures

After studying this chapter participants should be able to:

• Describe the differences between futures and forwards.
• Explain the mechanics of futures exchanges.
• Calculate futures daily margin requirements.
• Describe the financial and operational risks associated with using futures contracts as hedging tools.

Chapter 4
Swaps

After studying this chapter participants should be able to:

• Describe the unique characteristics of swap agreements and recognize the differences between the various types of swaps.
• Calculate swap settlement amounts.
• Recognize appropriate hedging practices using swaps.

Chapter 5

After studying this chapter participants should be able to:

• Describe the unique characteristics of option contracts.
• Recognize the differences between option contracts and other types of derivative products.
• Recognize appropriate hedging practices using option contracts.
• Calculate the payoff from an option contract.

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Financial Markets: A Comprehensive Overview N/A Online $179.00 View

Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess of available funds to those with a shortage. Funds are transferred in the financial markets through the purchase and sale of financial instruments (such as stocks and bonds). Short-term financial instruments are available in money markets, while longer-term financial instruments are purchased and sold in the world’s capital markets. Many financial markets have been in existence for hundreds of years; however the modern era has brought along many new innovations such as securitization and the derivatives market.

This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets. This course reviews the various types of financial risk that impact these markets, as well as the economic variables that influence market activity (such as interest rates and monetary policy).


Learning Objectives

After completing this course, participants should be able to:

  • Describe the unique characteristics of financial markets.
  • Recognize the types of financial instruments traded in financial markets.
  • Explain how economic variables (such as interest rates and monetary policy) and financial risks impact financial market activity.

Click Here to view complete list of course objectives

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies



+    E-Entities & Title - Coming Soon N/A Online $29.99 View

Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. While each has its own separate characteristics, several may be used together in more sophisticated planning.

 

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

At the start of the materials, participants should identify the following topics for study:

  • Individual ownership & sole proprietorships
  • Corporations
  • Trusts & co-tenancies
  • Co-tenancy taxation, percentage interests & partition
  • Partnership taxation & recapitalization
  • Family partnerships
  • Limited liability companies
  • Retirement plans
  • Custodianship
  • Estate

Learning Objectives

After reading the materials, participants will be able to:

  1. Distinguish between the various types of corporations, clarify S corporation rules and their tax advantages and disadvantages, contrast the advantages and disadvantages of corporations relative to other types of entities, and explain how leasebacks to corporations work;
  2. Differentiate between the types of joint ownership, describe how to use the benefits of partnerships, trusts and limited liability companies to hold property;
  3. List the various retirement plans and how they can be used to provide substantial lifetime benefits to a business owner and to employees.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    E-Estate Tools & Trusts 2 Online $29.99 View

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

ASSIGNMENT

At the start of the materials, participants should identify the following topics for study:

  • Build, preserve & distribute
  • Legal documents
  • Estate planning team
  • Estate administration
  • Estate planning techniques & devices
  • Trusts

Learning Objectives

After reading the materials, participants will be able to:

dentify the key participants and their roles in a coordinated estate plan and explain probate process including trust administration;

Compare and contrast specialized estate planning tools emphasizing the use of trusts and demonstrating how such tools save death taxes and transfer wealth while accentuating asset control;

Summarize recommended trust provisions and requirements pointing out how these terms and rules impact estate and trust taxation.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    YJ2ER-E-Estate Tools & Trusts 2 Online $29.99 View

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

ASSIGNMENT

At the start of the materials, participants should identify the following topics for study:

  • Build, preserve & distribute
  • Legal documents
  • Estate planning team
  • Estate administration
  • Estate planning techniques & devices
  • Trusts

Learning Objectives

After reading the materials, participants will be able to:

dentify the key participants and their roles in a coordinated estate plan and explain probate process including trust administration;

Compare and contrast specialized estate planning tools emphasizing the use of trusts and demonstrating how such tools save death taxes and transfer wealth while accentuating asset control;

Summarize recommended trust provisions and requirements pointing out how these terms and rules impact estate and trust taxation.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    YJ2ER-E-Entities & Title 2 Online $29.99 View

Before launching into an estate planning program, it’s important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. While each has its own separate characteristics, several may be used together in more sophisticated planning.

 

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.

At the start of the materials, participants should identify the following topics for study:

  • Individual ownership & sole proprietorships
  • Corporations
  • Trusts & co-tenancies
  • Co-tenancy taxation, percentage interests & partition
  • Partnership taxation & recapitalization
  • Family partnerships
  • Limited liability companies
  • Retirement plans
  • Custodianship
  • Estate

Learning Objectives

After reading the materials, participants will be able to:

  1. Distinguish between the various types of corporations, clarify S corporation rules and their tax advantages and disadvantages, contrast the advantages and disadvantages of corporations relative to other types of entities, and explain how leasebacks to corporations work;
  2. Differentiate between the types of joint ownership, describe how to use the benefits of partnerships, trusts and limited liability companies to hold property;
  3. List the various retirement plans and how they can be used to provide substantial lifetime benefits to a business owner and to employees.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Basic Fringe Benefits 4 Online $39.99 View

This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, dependent care, employer-provided automobiles, interest free loans, etc. are identified. Employer and employee economic and tax considerations are recognized. Fringe benefit requirements and limits are specified and ERISA compliance requirements are determined.

 

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

 

Course Level: Overview. This program is appropriate for professionals at all organizational levels.

 

Field of Study: Taxes

 

Prerequisite: General understanding of federal income taxation.

 

Advanced Preparation: None

+    Post Recession Strategies for Boomers 3 Book $29.99 View

Introduction

Who are these people? The American boomer generation, born between the years of 1946 and 1964, has proven unique in myriad ways:

·         The women married at a later age than any previous generation;

·         Women waited longer in life to have children and had them by their own choice;

·         Boomers’ parents had longer lifespans than any previous generation of Americans, living well after boomers had their own children to tend—a phenomenon so unique boomers have been dubbed the “sandwich generation”;

·         Boomers faced a faster-paced workplace than previous generations and fell prey to corporate downsizing, recast retirement benefit plans, and unspoken prejudices against older, higher-paid employees;

·         More than half of married women took jobs outside the home, creating a wealthier, more hectic home life in which spouses have shared domestic responsibilities more equally.

 

Despite these radical shifts in its domestic and work paradigms, the American family continues. Its evolution grows faster, branching out into single-parent households, postnuptial agreements, blended families, same-sex parenting, and—oh yes, the nuclear family has survived. Simultaneous transformations have occurred in the American educational system and political focus on domestic trends.


 

+    Retirement for Expatriates 3 Book $29.99 View

Retirement Planning for Expatriates 

Learning Objectives Upon completing this course, the participant will be able to: 

 Describe how an expat’s experiences of a locale differ from those of tourists;

 Begin to prioritize what features drive the choice of an adopted country;

 Note the types of tax planning involved in expatriating and subsequent tax reporting;

 Compare financial expenses and resources available in the adopted country versus the United States;

 Determine which types of property are preferable to bring to the adopted country or obtain after the move; and

 Be aware that success in repatriating requires financial and emotional preparation.

+    Retirement Planning for Expatriates Belize 3 Book $24.99 View

Learning Objectives Upon completing this course, the participant will be able to: 

 Describe how an expat’s experiences of a local differ from those of tourists;  Compare environmental and cultural features of the districts of Belize;  Begin to prioritize what features drive the choice of an adopted country;  Note the types of tax planning involved in expatriating and subsequent tax reporting;  Compare financial expenses and resources available in Belize versus the United States;  Determine which types of property ar preferable to bring to the adopted country or obtain after the move; and  Be aware that success in repatriating requires financial and emotional preparation. 

+    Retirement Planning for Expatriates in Costa Rica 3 Book $24.99 View

Learning Objectives Upon completing this course, the participant will be able to: 

 Recognize  how an expat’s experiences of a locale differ from those of tourists;

 Recognize the unique environmental and cultural features of Costa Rica;

 Identify types of priorities that drive the choice of an adopted country;

 Identify the types of tax planning involved in expatriating and subsequent tax reporting;

 Recognize financial expenses and resources available in Costa Rica versus the United States;