Estate, Gift & Generation-Skipping Transfer Tax Workshop
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.
Fiduciary Investment Management I
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.
Fundamentals of Blockchain and Digital Assets
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.
IRA Professional School
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.
Retirement Plan Services Fundamentals
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.
Sales and Practice Management
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.
Securities Operations I
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.
Securities Operations II
Advance your securities knowledge with personal trust taxation, agency services, and corporate trust. Study trust audit, compliance, and risk management. Valuable for professionals and CTOP® candidates. Prerequisite: Securities Operations I.
Trust Audit, Compliance & Risk Management I
Begin your journey towards CFIRS® certification. Explore industry regulations, property law, and trust types. Ideal for regulatory professionals and internal trust auditors. Cover key topics in transfer taxes, probate administration, and high-risk areas in trust management.
Trust Audit, Compliance & Risk Management II
Advance your CFIRS® knowledge with trust accounting, taxation, and audit principles. Delve into the securities marketplace, equities, and debt securities. Enhance your skills in portfolio management and securities lending. Prerequisite: TACRM I.
Trust Audit, Compliance & Risk Management III
Master complex CFIRS® topics including ERISA responsibilities, retirement plan features, and RIA compliance. Explore securities operations, corporate trust, and agency services. Essential for senior regulatory roles and CFIRS® certification. Prerequisites: TACRM I and II.