Explore the Catalog

Master the intricacies of managing charitable foundations. Cover relevant laws, governance, charitable giving strategies, taxation, and sustainable investing. Gain practical insights through case studies and industry best practices.

Master tax preparation for various trusts and foundations. Explore relevant laws through practical learning and case studies. Ideal for tax professionals seeking to fulfill Continuing Education requirements while enhancing their expertise in charitable trust taxation.

Begin your journey towards CCTP® certification. Explore the foundations of corporate trust, including capital markets, the role of the trustee, and securities laws. Ideal for professionals new to corporate trust or those seeking to formalize their knowledge. Cover key topics in ABS and MBS securities, municipal and corporate administration, and account acceptance processes.

Deepen your expertise in corporate trust management. Delve into advanced topics such as policies and procedures, audits, and complex financial products. Perfect for experienced professionals looking to enhance their skills. Explore critical areas like defaults and bankruptcy, Trust Indenture Act procedures, and relationship selling in the corporate trust context and work towards your CCTP®. 

Complete your CCTP® certification preparation with this final course. Focus on current issues, advanced concepts, and global perspectives in corporate trust. Designed for professionals aiming for leadership roles in corporate trust. Cover essential topics such as proprietary mutual funds, mergers and acquisitions, advanced risk management, and prepare for the CCTP® designation exam.

Develop expertise in preparing and reviewing gift, estate, and generation-skipping transfer tax returns. Ideal for professionals handling complex estate planning scenarios. Gain practical skills to navigate intricate tax regulations in wealth transfer.

Develop expertise in advising family businesses on complex succession planning. Explore family dynamics, generational values, governance, valuation, and estate planning. Essential for business consultants, trust officers, and financial advisors aiming to expand their high-net-worth client base.

Begin your journey towards AFIM® certification. Explore the foundations of investment products, securities markets, and investment analysis. Ideal for professionals new to fiduciary investment management or those seeking to formalize their knowledge. Cover key topics in securities marketplace, business cycles, and fiduciary investment principles.

Advance your investment knowledge with global markets, alternative investments, and risk management strategies. Study behavioral finance, structured products, and annuities. Essential for experienced professionals and AFIM® certification. Prerequisite: FIM I or Personal Trust exemption. This course prepares you for the AFIM® designation exam, focusing on advanced strategies and fiduciary practices in investment management.

Recent studies reveal that 20% of Americans have engaged in cryptocurrency trading. Advisors, bankers, and trust professionals must understand key terminology and concepts, as well as the implications of crypto transactions and decentralized finance. Without this knowledge, they risk losing credibility with both current and prospective clients.

Comprehensive course leading to the CISP (Certified IRA Services Professional) designation. Explore traditional and Roth IRAs, rollovers, special distributions, and employer-sponsored plans. Cover inheritance rules, investment issues, and prohibited transactions.

Explore ERISA basics, retirement plan types, and qualification rules. Cover 401(k), ESOP, SEP, and IRA plans. Learn about distributions, loans, and key regulations. Ideal for those new to retirement plan services.