This course discusses, in detail, why digital assets should be included in the estate planning process.
This course covers the process to be used when the CPA firm adds the service of Financial Planning or their clients.
This course provides accountants, managers, and business entrepreneurs with the information, analyses, and insights necessary to analyze and calculate the consequences of a wide range of business financial strategies and problems
This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.)
This course provides an “accountant-friendly” overview of financial risk management and derivative instruments.
This course describes the various equity vehicles that are available, from the purchase of individual stocks to investing in a limited partnership.
This course covers the overall approach by the individuals to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner.
An annuity examines the annuity concept and explains what an annuity is and how it works. The mechanics of the accumulation and payout phases of an annuity are examined and sample calculations are discussed. An explanation of settlement options and
This basic course covers the preparation for personal risk management in order for you to do your financial planning to achieve your goals without fear that it will be all negated with a single occurrence.
This course covers the preparation for investing by determining goals and objectives, learning the vehicles and indexes that may be used, and determining your loss tolerance.
