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Qualified savings opportunities are tremendous means of wealth accumulation. The unique ability to save pre-tax dollars and allow that money to accumulate without tax on gains is a great way to save f ...

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This session gives an overview of the new problems of estate planning for retirement benefits created by SECURE, focusing on the death of the "stretch IRA," the new certainties and uncertainties, what ...

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Organizations must deal with a dizzying level of uncertainty about the future. Volatile commodity prices, natural and man-made disasters, and the world's overall economic health are a few of the many ...

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Presentation Description: Aging presents many challenges. Transitioning financial decision making, changes in living situations, when to quit driving, and how to make health care decisions are the fou ...

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The Tax Cuts and Jobs Act will be the most significant tax reform in 30 years. This course will provide updates on the current status of the legislation and discuss related year-end planning opportuni ...

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Professionals have to be confident when presenting to a buying team, executive decision makers, cross functional or intact teams, peers and subordinates. Planning elements include understanding the fo ...

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The 20% Small Business Deduction and Qualified Business Income Deduction are some of the most confusing aspects of the new tax law. Many questions remain, and practitioners are struggling to incorpora ...

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- Get platform-specific education on SAP® Business Planning and Consolidation version for SAP NetWeaver®, version for Microsoft, and BPC on SAP HANA® - More efficiently run SAP Business Planning and C ...

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Auditors of broker-dealers are required to perform their audits in accordance with Public Company Accounting Oversight Board (“PCAOB”) auditing standards. To perform your broker-dealer audits appropri ...

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Do your board and staff hate strategic planning?Is your staff floundering because they’re not sure what their goals and purpose are?Is your board sick of so-called “strategic planning”?Can you hear th ...

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Health care planning is a significant unknown for financial planners and their clients. Organizations such as Fidelity and Employee Benefit Research Institute offer averages, and we know there is rare ...

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The objective of this course is to provide the financial/insurance professional with a comprehensive review of Medicare and Medicare Supplemental lnsurance (Medigap) policies. The course will describe ...

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The Old-Age, Survivor and Disability Insurance (OASDI),which for most Americans means Social Security, is the largest income-maintenance program in the United States.  Based on social insurance princi ...

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This course is designed to give the financial advisor/insurance professional a clear understanding of the importance of Social Security and Medicare planning as part of their clients’ overall retireme ...

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Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...

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Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...

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Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...

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Human lifespans of 100, 110, and 120 (and beyond!) are on the brink of becoming significantly more commonplace. In fact, some gerontologists predict that there’s a 50 percent chance that by 2036 we wi ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This fast paced course covers the basic areas where a board must consider establishing strong policies.

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Are you seeking to stay abreast of the latest updates in tax regulations and financial insights? With the frequent introduction of new vital cases, IRS rulings, and tax legislation, the tax landscape ...

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Political awareness is a vital competency for all government employees. Government agencies are political organizations, with agendas that change with election cycles and power dynamics that shape dir ...

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The Portfolio Construction course, part of ILPA’s “Intensive” series, provides an intensive experience for the participant looking to build a successful investment portfolio and understand the depende ...

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This course explains the mechanics behind portfolio diversification, particularly how each element of a portfolio affects its overall risk.

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This course builds on the course Bond Duration by using duration to value an entire portfolio of bonds.

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This course builds on the course Bond Duration by using duration to value an entire portfolio of bonds.

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In this module you will learn about duration and see how various investments pan out over different periods of time.

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This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on. We take ...

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Step into the role of an institutional investment manager by taking Portfolio Management Fundamentals. See if you have what it takes to work on the buy-side! Explore what a portfolio manager does Stud ...