Course Library

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This module will take a look at leveraging investment dollars, Regulation T and maintenance requirements, as well as buying power and withdrawals, same day substitutions, the offsetting purchase and s ...

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After completing this course, participants will understand exactly what long-term care is and why addressing it is so important. They will also understand the need for long-term care insurance and the ...

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The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provided over ...

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The risk of needing long term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provide ...

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This course examines the definition of long term care, when benefits applies, types of care given, sources for care and insurance that may be bought to pay for the care. It also explains the related t ...

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Chapter 1 considers the nature of long term care, including the typical conditions requiring long term care, the differences between skilled and custodial care, and the settings in which long term car ...

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Aging impacts our clients’ finances and lives: healthcare, housing, risk management, investment and withdrawal strategies, estate planning, and more. Financial advisors know it’s important to offer lo ...

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This course helps you understand the alternatives to nursing facilities and shows you how to find the best care you can afford. Covers: evaluating long-term care insurance, arranging home care, explor ...

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The risk of needing long-term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional, physical, and personal needs—is present at all ages. However, as ...

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This practical webinar will teach you how to discuss and explain long-term planning with clients who seek your advice and assistance. Topics include Veterans Benefits and proposed changes in eligibili ...

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Avoiding uncomfortable conversations is natural, but talking about long-term care (LTC) shouldn't be one of them. A delay in talking and planning for LTC can place your clients in a position they'd ra ...

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This course looks at debt securities with terms of more than one year and provides the perfect complement to the course Short-Term Debt Securities.

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This course looks at debt securities with terms of more than one year and provides the perfect complement to the course Short-Term Debt Securities.

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Long-term incentive plans are a common tool to reward Executives. This session will provide an overview of LTIP plans, including why and how they are used at ESOP-owned businesses. Topics we will cove ...

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This course is an introduction to pricing and underwriting in long-term insurance. The course explores the actuary's role, including factors that affect setting standard premiums and the specifics of ...

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Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.

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Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.

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Program Level: Overview; Prerequisites: Approximately two years experience in a credit-related function or attendance on the Corporate Credit Ratings Analysis RA seminar or equivalent. This seminar pr ...

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In this practical webinar, you will learn how the 2017 Tax Act has changed the rules with respect to planning for the use of various tax losses as offsets to current and future taxable income. Upon co ...

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At this one-credit class, Fritz Meyer shares the latest U.S. coronavirus statistics from the Institute for Health Metrics Evaluation, examining its effects on key fundamentals driving U.S. economics a ...

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Low-expense investing has always been important to advisors but it's much more important now. With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and m ...

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Reduce the cost of advising on a core portfolio while capitalizing on consumer demand for personal advice and transparency as well as low expenses. At this session, Dr. Craig Israelsen discusses the e ...

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Meet the challenge of reducing costs without sacrificing service. We will show you ways to cut the costs of operating your call center while maintaining the same level of service your customers are ac ...

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Standalone long-term care insurance sales have plummeted, as people have moved to other insurance solutions to manage the risk of long-term care expenses. How can you make sense of these alternatives? ...

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Trina Robinson is the presenter.  The participants will learn about the power of healthy workforce tips and tools.  They will learn about the impact of bad behaviors and benefits of improving lifestyl ...

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In this course you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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In this course you will learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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This course explores how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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This course explores how to effectively manage a due diligence process which will mitigate downside risks while optimizing synergies and ROI.

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MA activity continues to be robust with many mega deals expected through the end of 2016 and into 2017. With the volume and size of transaction activity increasing, it is imperative for buyers and sel ...

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MA activity continues to be robust with many mega deals expected through the end of 2016 and into 2017. With the volume and size of transaction activity increasing, it is imperative for buyers and sel ...

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Mergers and acquisitions transactions are often driven by tax considerations that affect the negotiation, structure, and documentation of deals. Legal and tax advisors must understand the ramification ...

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Mergers and acquisitions transactions are often driven by tax considerations that affect the negotiation, structure, and documentation of deals. Legal and tax advisors must understand the ramification ...

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Mergers and acquisitions transactions are often driven by tax considerations that affect the negotiation, structure, and documentation of deals. Legal and tax advisors must understand the ramification ...

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The Cox tax department provides four quarterly 1-hour CPE classes per year where tax department employees are provided an opportunity to develop new tax skills and increase their current abilities in ...

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Merger and acquisition buyers may acquire a target company using a variety of types of consideration, including cash, stock, seller notes, earnouts, equity rollovers, or other deferred or contingent p ...

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An alternative exit strategy for owners of privately-held business trying to sell their business in this challenging market environment for business buyers is a sale to a newly created Employee Stock ...

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This course will provide an overview of M&A considerations from a tax and accounting perspective.  It will also cover OneStream, enterprise risk management and the control environment, and artificial ...

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M&A can bring new opportunities, team members, and resources to a firm, with all their associated excitement. But after the dust settles, there are often more nuanced and complicated effects on compan ...