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Learning Objectives
  
  
  
IntermediateSean Stein SmithInformation Technology
$319.00
$271.15

Describe the basics of blockchain technologies and its current and future impact on the FA industry, recall the available blockchain options, recognize the various blockchain offerings to clients and customers, recall how smart contracts, stablecoins, and other market innovations are driving investment choices in the blockchain space.

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7.5
  
IntermediateSean Stein SmithInformation Technology
$319.00
$271.15

Recognize the potential impact blockchain will have on the financial services sector, examine the opportunities for blockchain in the financial services sector, analyze the challenges, risks and benefits in a blockchain adoption, examine the financial, organizational and compliance/ regulatory consequences of a blockchain adoption.

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5
  
BasicRobin ThiemeBusiness Management & Organization
$109.00
$92.65

Recognize the role that a virtual or outsourced CFO can provide to companies, identify the key competencies needed for a virtual CFO role, recognize the service options and business models available for virtual CFOs, recall the readiness assessment needed before starting the virtual CFO role.

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4.5
  
IntermediateSean PurcellBusiness Management & Organization
$195.00
$165.75

Determine the appropriate skills and techniques to effectively communicate and influence business decisions according to audience, apply holistic and strategic thinking within the entire business, analyze the key tools and techniques used to aid in strategic decision-making.

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8
  
BasicSean PurcellBusiness Management & Organization
$169.00
$143.65

Recognize the importance of successful finance business partnering to an organization's success and sustainability, identify the core finance business partnering competencies necessary for today's finance and accounting professionals, recognize the importance of the interconnectivity of technical, business, people, and leadership competencies, identify how an organization or the finance department can prepare to deal with key challenges to business partnering success.

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7
  
BasicWallace Davidson, Ph.DFinance
$75.00
$63.75

Recall the basics of planning and forecasting financial statements, recognize key considerations related to a basic forecasting model, identify the evidence of growth mismanagement, recognize how to analyze projected or forecasted financial statements.

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2
  
BasicGary Trugman CPA/ABV, MCBA, ASA, MVSSpecialized Knowledge
$255.00
$216.75

Identify the basics of the valuation process, its applicability to certain types of engagements, and the various methods of valuation
Recognize the many questions that arise during a valuation study.

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17
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$669.00
$568.65
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19.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Differentiate among the various types of personal financial planning engagements for financial independence, identify the elements that comprise the financial independence process, calculate the annual spending goal for financial independence, the requirements for who may participate in a qualified plan, which coverage test is made based on benefits provided under a qualified plan, the requirements associated with top-heavy plans, the benefits of an ERISA Section 404(c) election.

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2.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify the types of investments permitted in an IRC Section 403(b) retirement plan, recognize differences between IRC Sections 457(b) and 457(f) nonqualified deferred compensation plans, calculate a retirement benefit using the unit benefit formula, identify features common to both traditional defined benefit plans and target benefit plans, choose the most appropriate qualified plan based on facts and circumstances, identify the types of Keogh plans, recall the eligibility requirements for simplified employee pension (SEP) plans.

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4
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Calculate annual contribution limits for an IRA, differentiate the benefits of a traditional IRA and a Roth IRA, determine who can receive Social Security retirement benefits, identify the eligibility requirements for Medicare, identify minimum qualified plan distribution requirements for employees at age 70½, recall the requirements of a salary continuation plan.

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3.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recall the definition of inflation, calculate the required beginning date for an IRA distribution, distinguish between longevity and mortality risk, distinguish among the various models for financial independence, identify the most appropriate security for a tax-qualified account, identify gifts that are not tax-qualified, recall the requirements of a qualified charitable distribution, recognize a trust that provides asset protection for heirs.

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3.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Calculate annual contribution limits for an IRA, differentiate the benefits of a traditional IRA and a Roth IRA, determine who can receive Social Security retirement benefits, identify the eligibility requirements for Medicare, identify minimum qualified plan distribution requirements for employees at age 70½, recall the requirements of a salary continuation plan.

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4
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify who is considered a fiduciary under the Investment Advisers Act of 1940, differentiate among the types of care available to the chronically ill, elderly, or those with special needs, distinguish between incapacity and incompetency, identify the primary dispositive estate documents.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$669.00
$568.65
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19.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Differentiate among the various types of tax rates for capital assets, recall tax treatment of basis in IRC Section 1091 transactions, determine the taxation of a loss on IRC Section 1244 stock, recall the impact the investment time horizon has on an investment portfolio, identify special liquidity considerations, recognize the legal obligation mandated by an investment policy statement, identify the components of an investment policy statement.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Apply Statement on Standards in Personal Financial Planning Services No. 1 to an implementation engagement, recognize the criteria to be met in the selection of an investment adviser, identify the primary functions for calculating the time value of money, differentiate among the types of indifference curves, select an appropriate market index as a benchmark for a client's portfolio.

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2
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recall the elements of SMART goal planning, identify the methods for assessing a client's risk, calculate the inflation rate based on the Consumer Price Index, distinguish between the types of economic indicators, calculate an inflation-adjusted return, identify the nominal rate of return, determine the appropriate application of the time value of money functions.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recall the required elements of a compensation disclosure, identify the source of authoritative guidance and enforceable standards for CPAs and AICPA members who provide investment planning services, recognize which organizations and individuals are exempt from registration as an investment adviser, determine what information is required to appear on the Form ADV, recall the appropriate disclosure for a registered investment adviser, determine when registration with the Financial Industry Regulatory Authority Is required.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recognize what is insured by the FDIC or the NCUA, calculate taxable interest on the purchase of a bond with accrued interest, determine the type of security to recommend to a client based on the client's circumstances, differentiate between active and passive portfolio management, recall when an investor should expect a margin call, differentiate among the various types of financial ratios in a financial ratio analysis, calculate the price-earnings ratio for a stock.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Select the most appropriate recommendation in an investment updating and monitoring engagement, based on a specific set of facts and circumstances, identify the nominal rate of return for a bond, calculate the required taxable equivalent yield, identify the detailed assessment of a client's assets, liabilities and net worth, recall the benefits of a tactical allocation strategy, identify types of macroeconomic indicators.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify education funding strategies, distinguish among the elements of the financial aid formula, calculate the financial need component of financial aid, identify the most common type of financial aid, recall the income tax treatment of the student loan interest deduction, identify a consequence of a student loan default, distinguish between loan consolidation, deferment, and forbearance.

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3.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recall the role of an insurance broker, identify the legal document that serves as a temporary insurance contract, differentiate among the various individuals that can sell an insurance contract, identify the licenses required to sell variable insurance products, recognize the elements of a fiduciary duty, recall the entity that guarantees cash values of an insurance contract.

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2
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$669.00
$568.65
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20
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Distinguish among the terms hazard, peril, and risk, identify the steps in the risk management process, determine when to apply the principles of risk management, recall the definition of static risk, identify the types of insurable risk, distinguish between real and personal property.

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2
  
Intermediate/AdvancedSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Distinguish among the three types of life insurance needs analysis, determine the amount of emergency reserves required for a personal financial planning client, calculate an inflation-adjusted return, distinguish the roles of the insurance company and the potential insured, identify the principle that underlies most insurance contracts, determine the appropriate contractual remedy based on facts and circumstances.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recognize the various types of term life insurance, identify the types of permanent life insurance, select a waiver of premium rider based on specific facts and circumstances, distinguish among the various types of life insurance riders, identify the features of a permanent life insurance contract, determine the taxation of distributions from a modified endowment contract, select the appropriate dividend option based on the client’s facts and circumstances, calculate the death benefit of a life insurance contract, identify exchanges of insurance contracts that qualify for IRC Section 1035 tax treatment, select an estate planning strategy based on a client’s specific facts and circumstances.

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4
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Types and features of annuities, rollovers, distributions, creditor protection, integrating annuities with tax and financial planning, taxation and income tax planning, integration with other areas of PFP.

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2.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify a hybrid managed care plan, recall which Medicare program is sold by a private insurance company, select a tax-advantaged plan that may be used to supplement retirement income, identify the maximum number of days at a skilled nursing facility that are paid in full by Medicare, distinguish between a group and an individual long term-care insurance contract, recall the program that provides disability insurance coverage for workplace accidents, identify the feature of a long-term care insurance contract that guarantees some level of benefits in the event the insured stops paying premiums, recall the insurance contract that guarantees the contract will not lapse and the premium will not increase, as long as the premium is paid.

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4
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify an insurance contract in which the employer pays for the cost of insurance and any premium payments made by the employee are used to accumulate cash values in the contract, recall the definition of disability, recognize the type of group insurance that is typically provided by employers, identify an employee benefit that may be considered an investment, choose the number of years that the insured must survive the irrevocable assignment of an existing group life insurance contract for the death benefit to be removed from the insured's taxable estate, differentiate a de minimis benefit from other types of employee benefits.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify the form in which executive compensation is most often paid, recognize a contractual offer to a departing executive, determine when a restricted executive bonus arrangement is indicated, based on facts and circumstances, determine the correct method of split-dollar life insurance, based on facts and circumstances, recognize a restricted stock agreement, recall the differences between a qualified deferred compensation plan and a nonqualified deferred compensation plan, recognize elements of a salary continuation plan.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recognize the two types of closely held businesses, determine the tax consequences of the transfer of assets to a partnership entity in exchange for an ownership interest, identify the simplest type of closely held business to form, differentiate the advantages of a sole proprietorship and those of an S corporation, select business entities that may be used to form a private family foundation.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$669.00
$568.65
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18
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recognize the advantages of the probate process, recall the procedure that is used to dispose of a decedent's personal and property interests, identify a type of property interest that can only be held by spouses, recall that certain expenses and taxes are deducted in the estate tax calculation, identify property that is included in the gross estate, determine the correct tax treatment for income in respect of a decedent, identify the benefits of estate planning, recognize when a personal financial client is intestate, recall an estate planning recommendation that address incapacity.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recognize the process of estate administration in accordance with a decedent’s will, distinguish among the various types of wills, identify the type of will used with a revocable living trust, recall an estate planning recommendation that addresses incapacity, determine which assets are subject to ancillary probate, recall when probate is required, identify the estate planning strategy that ensures that a client’s assets pass to the client’s heirs, rather than to creditors.

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3
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Distinguish between a marital trust and a credit shelter trust, identify a qualified disclaimer, recognize the applicability of portability as a basic estate planning strategy, distinguish between gifts of future and present interests, identify the tax basis of a gift, based on facts and circumstances, calculate the donee's tax basis for a gift, in which gift tax has been paid by the donor.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify organizations that qualify for public charity status, select the type of ownership in real property that is not conducive for gifting to a charity, determine which type of property qualifies as a charitable contribution of ordinary income property, identify a testamentary charitable gift, determine the type of charitable lead trust that uses a fixed percentage payout to calculate the variable amount sent to the charity each year, select which charitable vehicle is maintained and operated by an IRC Section 501(c)(3) organization, identify the type of charitable organization that limits an individual's charitable deduction to 30 percent of his or her adjusted gross income.

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2.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Recall the benefits of family entities, identify the party that receives asset protection through a family limited partnership, identify the basis for a remainder beneficiary of a GRAT, recall the technique used by a senior generation of a family to gift property to a younger generation, recognize the effect a term of years has on the valuation of a taxable gift to a QPRT, distinguish among the various types of generation skipping taxable transfers, calculate the inclusion ratio for a generation-skipping transfer.

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2.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify a method for valuing certain qualified real property, recall the requirements for real property to qualify under IRC Section 2032A, select an activity that qualifies an individual as materially participating, identify a contractual obligation that restricts business owners from freely transferring their ownership interests in a closely held business, recall a business continuation strategy that will benefit a closely held family business upon the loss of a person whose contributions are critical to the business, recognize the type of buy-sell agreement that is funded with insurance contracts.

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1.5
  
IntermediateSusan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®Specialized Knowledge
$99.00
$84.15

Identify the court-appointed substitute decision maker for an incompetent adult, recall the most critical feature of a special needs trust, identify the person appointed to manage Social Security payments on behalf of an individual, recall the features of a qualified terminable interest property trust, recall the due date for Form 706, "United States Estate (and Generation-Skipping Transfer) Tax Return.", identify the latest date by which a disclaimer must be made, recognize the implications of a nonresident, noncitizen spouse of a U.S. citizen, recall the personal financial planning constraints when working with cohabitating partners.

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