Course Library

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This classroom explores insurance needs analysis, and policy and company selection. Learning Objectives: • Learn to use the ACP core insurance tools to develop an insurance portfolio that covers true ...

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Description: In this classroom, we will learn how to advise the client in regards to investments in a way that best meets their needs and risk tolerance. Learning Objectives: • Educate your clients ab ...

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Description: In this classroom, we will review the Portfolio Analysis Appointment, where you plant the seeds of what you want to see in the future. You water those seeds in other appointments. You wil ...

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In this classroom, we will review the ACP Successful Marketing Manual through the section on getting your first 15 clients. Specific attention will be paid to understanding how to apply the marketing ...

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Description: This classroom covers income tax fundamentals and calculations, charitable contributions, tax reduction, and management techniques. Learning Objectives: • Demonstrate understanding of com ...

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This virtual classroom reinforces the ACP bond ladder philosophy taught in The Bond Ladder Strategy and Implementation chapter, and how to effectively communicate this to your clients. Learning Object ...

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Description: The first face-to-face contact the advisor has with prospective clients is likely to be at the Preliminary Appointment. The only agenda during this one-hour meeting is to determine if wha ...

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Description: An effective Presentation Appointment is critical to the growth and success of your practice. This is your opportunity to “close” the sale – to demonstrate to your potential clients that ...

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Description: The goal of a good record keeping system is that clients know where to store their records so that any document can be found when needed. Thus this appointment will help clients can becom ...

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This virtual classroom reinforces the two different retirement planning philosophies, and their associated retirement funding methodologies covered in The Retirement Planning Appointment Module chapte ...

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This course is Part 1 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. Learn the history of crypto ...

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Part 2 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. With the exception of buying virtual curre ...

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This course is Part 3 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. When dealing with the taxat ...

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Most virtual currency transactions involving a sale or exchange will have a taxable outcome. In the Virtual Currency Taxation course, we describe the basics of virtual currencies, and then delve into ...

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Most virtual currency transactions involving a sale or exchange will have a taxable outcome. In the Virtual Currency Taxation course, we describe the basics of virtual currencies, and then delve into ...

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According to a survey done by the Pew Research Center whose results were published in April 2023, 17% of Americans indicated they personally have invested in, traded or otherwise used virtual currency ...

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According to a survey done by the Pew Research Center whose results were published in April 2023, 17% of Americans indicated they personally have invested in, traded or otherwise used virtual currency ...

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Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including: • Virtual Desktop versus Remote Desktop – what's the difference? • Who should move to ...

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SUMMARY Virtual teams are similar to traditional teams in many ways.  Just as traditional teams require coaching and occasional conflict resolution, remote team members need these things too.  CONTEXT ...

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This session covers the three components of an effective online meeting leadership strategy: pre-meeting planning, managing the meeting, and post-meeting follow-up. You'll experience meeting activitie ...

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This session covers the three components of an effective online meeting leadership strategy: pre-meeting planning, managing the meeting, and post-meeting follow-up. You'll experience meeting activitie ...

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The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Org ...

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This course enhances sales coaching for results and creates a joint process to improve individual sales and sustain performance.

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There are unique challenges that people face when they conduct a virtual sales call. Most people are fearful, lack adequate preparation, and need more effective customer engagement skills.   In this L ...

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Shifting training delivery from in-person to virtual instructor led isn’t as easy as sharing a link and reviewing a presentation deck. Learning & Development professionals know that for training to ha ...

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Working from home or on the road is filled with distractions and never-ending ways to procrastinate. The employee feels pressured to be reactive. The employer isn't sure how to communicate and engage.

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For many advisors, the pandemic forced a pivot from in person to virtual meetings. There are certainly upsides to meeting virtually. Now that the worst of the pandemic is (for now) behind us, many adv ...

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This course gives you ideas for where and how to be more visible and offers you suggestions for improving your professional style and image.

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Microsoft Visio is used to create professional diagrams effortlessly and effectively. In this webinar, I will show you how to create the following diagrams: Flowcharts Organizational Charts Brainstorm ...

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Visualization is a critical business skill. In this course, you’ll learn about the visual language hierarchy, and you’ll discover how to add information to a chart in a way that maximizes its effectiv ...

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Visualization is a critical business skill. In this course, you’ll learn about the visual language hierarchy, and you’ll discover how to add information to a chart in a way that maximizes its effectiv ...

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Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables ...

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Optimizing a retiree's portfolio requires balancing the need for current income against expectations for the future. This webinar presents a graphical technique enabling retirees to better understand ...

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In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...

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In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...

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In this practical webinar, you'll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...

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In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...