Explore the Catalog

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.

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.

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.

Discover qualified plan design, ERISA requirements, and fiduciary responsibilities. Study profit sharing and 401(k) plans. Valuable for retirement professionals and those pursuing the CRPP® designation

Examine IRAs, 403(b), and 457 plans. Study complex qualification rules, vesting, and top-heavy regulations. Explore defined benefit structures. Beneficial for advanced professionals and CRPP® candidates. Prerequisite: RPS I.

Master advanced topics including SECURE Act, distribution rules, and Modern Portfolio Theory. Develop lifetime income strategies and complex plan management skills. Essential for senior professionals and CRPP certification. Prerequisites: RPS I and II.

Elevate your client relationship skills and personal brand. Develop strategies to retain and expand client relationships while creating new opportunities. Gain key financial insights to serve high-value clients effectively. Ideal for advisors seeking to grow their practice and increase revenue.

Explore securities markets, financial instruments, and regulations. Ideal for those new to securities operations or working towards the CTOP® designation. Cover primary and secondary markets, various securities types, and key regulatory concepts.