| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code Of Ethics**($15) (Online) | 2 | $30 | Buy |
|
| Annuities (Text Book) | 5 | $36 | Buy |
|
| Annuities Today (Online) | 7 | $30 | Buy |
| Annuities Today (Text Book) | 7 | $34 | Buy |
|
| Asset Allocation (Online) | 4 | $30 | Buy |
| Asset Allocation (Text Book) | 4 | $43 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $25 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $30 | Buy |
The Keys To Asset Allocation course delves into this specialized area of saving and investing for the futures of Americans. It pays attention to all types of Savings and Investment vehicles along with Mutual Funds and Variable Annuities. It explores the issues specific to asset allocation, diversification, and rebalancing. It explores the unique nature of mutual funds and variable annuities and their inherent makeup lending itself readily to asset allocation and diversification roles in the accumulation of money.
Overall aspects of saving and investing in general are covered. There is a discussion of basics including planning, goals, income, expenses, finding the money, etc. Recommendations for all of us to pay attention to are reviewed including paying off credit cards, ways to make money, and differences between saving and investing.
It looks at risk and its many various manifestations.
It looks at guarantees and organizations responsible for it.
Fundamental strategies in investing are discussed including asset allocation, diversification, rebalancing, and dollar cost averaging.
Distribution options and tax consequences for withdrawals that are fundamental components of cash, stocks, bonds, mutual funds and variable annuity investing and accumulation programs are detailed.
As the fundamental ingredients of saving and investing strategies, we look closely at the investment types such as cash, stocks, bonds, mutual funds and variable annuity investments.
It explores the types of liquid and cash type savings instruments such as CDs, Money Market Accounts, Money Market Funds, Treasury Bills and Treasury Notes.
It examines the types of fixed and bond based investment instruments such as Saving Bonds, Bonds, Corporate Bonds, Municipal Bonds, and Treasury Bonds.
It reviews the types of growth and stock based investment instruments such as Stocks and the various types such as Growth, Income, Value, and Blue Chip to name a few. Real Estate Investment Trusts (REITs) are discussed with benefits, risks, fees, and taxes explored. Also presented are Options, Commodities, Real Estate, Private Equity and Collectibles.
The provisions of mutual funds are viewed closely; how they correlate; and how they affect consumers.
The provisions of variable annuities are reviewed closely; how they correlate; and how they affect consumers.
Besides the goal of fulfilling student’s special continuing education requirements, it is our hope that they will acquire a new and/or renewed level of competency and insight into this highly critical area for client’s future through saving and investing.
(Close Detail) |
|
| Business Retirement Plans (Online) | 4 | $20 | Buy |
|
| Deferred Annuities (Text Book) | 2 | $28 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $20 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $30 | Buy |
|
| Got Retirement? What About IRAs... (Online) | 3 | $18 | Buy |
| Got Retirement? What About IRAs... (Text Book) | 3 | $25 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $39 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $39 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $20 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $30 | Buy |
| Health Insurance Plans (Text Book) | 4 | $43 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $30 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $43 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $19 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $30 | Buy |
|
| Long Term Care (Text Book) | 4 | $30 | Buy |
|
| Long Term Care and Disability Insurance (Text Book) | 5 | $36 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $30 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $34 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $19 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $30 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $30 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $40 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $20 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $32 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $20 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $32 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $30 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $18 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $20 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $32 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $43 | Buy |
|
| Understanding IRA's and Simple Plans (Text Book) | 7 | $34 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $30 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $43 | Buy |
|
| Variable Annuities (Text Book) | 4 | $30 | Buy |
|
