cb3 tertiary banner
Aspirations Discovered and Achieved
If you want to make an impact by improving the financial lives of others, you’ve come to the right place. Over 200,000 alumni have achieved more with us—now it’s your turn.
ab6 browse programs
Browse All Courses & Programs
Hide Filters
MSMT 502 Foundations of Management
View Course Details
The GS 502 includes nine (9) online learning modules designed to equip students for success in the MS in Management program. The modules are (1) Foundations of Communication, (2) Foundations of Business Integration & Strategic Management, (3) Foundations of Organizational Behavior, (4) Foundations of Human Resource Management (5) Foundations of Finance, (6) Foundations of Marketing, (7) Foundations of Statistics, (8) Foundations of Ethics and (9) Foundations of Academic Writing. The online 2 Foundations course is largely self-paced. An instructor provides assistance as needed.
Related Programs:
MSM
- Available CE:0
TL 100 STUDENT LOAN PLANNING FOR TODAY
View Course Details
Student loan planning has come under the microscope in Washington, in the courts, and across your client conversations. Receive the latest on the income driven repayment program, identify impacts of public service loan forgiveness, and receive key resources to share with your clients impacted by the latest updates. Take away the applied knowledge to engage immediately.
Related Programs:
Thought Leadership
- Available CE:0
TL 101 SECURE 2.0 Act in Practice
View Course Details
Learn the latest on what’s inside the SECURE 2.0 Act and what it means for your clients – from those planning for retirement to others actively in the decumulation or distribution phase. This on-demand resource library includes a 50-minute, on-demand video, an 11-minute video detailing the Act’s impact on IRAs, and two downloadable resources. The 50-minute video is available for one credit of CFP® and College CE.
Related Programs:
Thought Leadership
- Available CE:0
TRST 100 Advanced Strategies for Building Trust
View Course Details
This live program is designed to provide financial leaders at a single company with a deep and actionable understanding of trust and its underlying mechanisms. Participants will learn about the science of trust and how to apply various frameworks and models to real-life challenges. This course provides 10 hours of education, including a capstone project.
Related Programs:
- Available CE:0
TRST 101 Strategies for Building Trust
View Course Details
This program is designed to provide financial professionals, advisors, and leaders from various financial institutions with a deep and actionable understanding of trust and its underlying mechanisms. Participants will learn about the science of trust and how to apply various frameworks and models to real-life challenges. This multi-company program offers 6 hours of live content.
Related Programs:
- Available CE:0
WMCP 360 Introduction to Goal-Based Planning
View Course Details
This course provides an introduction to goal-based wealth management. The course provides theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection. Students will learn the essentials of implementing a goal-based plan by evaluating a client’s financial information, developing communication skills, recognizing how behavioral finance impacts client decisions, understanding the economic environment and financial regulation, and recognizing and overcoming ethical challenges.
- CE: 40G
- CE: 20G
- CE: 9LHV/3E
- CE: 29LH/3E/8LTC
- CE: 34G/3E/3LTC
- CE: 2G/3E/2LTC
- CE: 16G/5LTC/3E
- CE: 12LH/3E
- CE: 21LAH/4LTC/3E
- CE: 34G/3LTC/3E
- CE: 7LH/3E/2AH/2CSL
- CE: 21LAH/3E
- CE: 19G/3E
- CE: 21G/3E
- CE: 40G
- CE: 19LH/3E
- CE: 18LH/3E/3LTC
- CE: 33LH/3E/4LTC
- CE: 21LHV/3E
- CE: 13LH/3E
- CE: 29G/3E/8LTC
- CE: 13LH/3E/2LTC
- CE: 19LAH
- CE: 19G/3E/2LTC
- CE: 10LH
- CE: 18LH/3LTC/3E
- CE: 14G/1E
- CE: 2/1E
- CE: 25G/3E
- CE: 18G/3E/3LTC
- CE: 18LAS,PC/1E
- CE: 21LH,LTC/3ETH
- CE: 25G/3E
- CE: 18G/3E/3LTC
- CE: 8LH/4LTC/3E
- CE: 20G/3E
- CE: 18LH/3E
- CE: 12G
- CE: 21G/3E
- CE: 21L/1E
- CE: 40G
- CE: 16LH/1E/1LTC
- CE: 37LH/3E
- CE: 21LH/3E
- CE: 3E
- CE: 21LH/3E
- CE: 12LHV/3E
- CE: 37G/3E
WMCP 361 Efficient Investment Portfolios
View Course Details
This course explains modern investment theory and provides an overview of financial instruments used to build efficient goal-based portfolio strategies for individual investors. Students will learn how to combine investments to design portfolios that provide investors with higher expected returns with less expected risk. Topics include statistical concepts related to risk assessment and portfolio evaluation, evidence-based practices in portfolio construction, and characteristics of financial products designed to meet a range of client goals.
Related Programs:
- CE: 20G
- CE: 9LH,PC/3E/2CSSL
- CE: 40G
- CE: 7LH
- CE: 21LAH/3E
- CE: 3LAH,P&C/3E
- CE: 40G
- CE: 33G/3E/4ANN
- CE: 20G/3E/1ANN
- CE: 37G/3E
- CE: 19LH/3E/2ANN
- CE: 18G/3E/3ANN
- CE: 29LH/3E
- CE: 12G
- CE: 7LH
- CE: 37LAH,ANN/3E
- CE: 21G/3E
- CE: 9G/3E
- CE: 37LH/3E
- CE: 21G/3E
- CE: 37G/3E
- CE: 3ANN/1G
- CE: 10LH,ANN
- CE: 7LHV/3E/2ANN
- CE: 37G/3E
- CE: 33G/3E
- CE: 40LA
- CE: 21G/3E
- CE: 33LAH/3E/4ANN
- CE: 21LH/3E
- CE: 2A
- CE: 21L
- CE: 4LH
- CE: 3
- CE: 13G/2E
- CE: 4VARANN/3E/2LH
- CE: 21LH/3E
- CE: 6LH/3E
- CE: 12LHV/3E
- CE: 21G/3E
- CE: 37G/3E
- CE: 21LH/3E
- CE: 29G
- CE: 21L
- CE: 7LASPC
- CE: 21LH/3E
WMCP 362 Strategic Wealth Management
View Course Details
This course provides an overview of applied goal-based wealth management strategies. These include income and investment tax planning, the rules and efficient use of tax sheltering accounts, asset location, savings and distributing retirement assets, planning for funding education, estate, and charitable goals, executive compensation, small business planning, diverse family structures, and managing defined contribution plans. Students will understand how to use accounts and strategies to more effectively help clients meet investment goals.
Related Programs:
- CE: 24.5G
- CE: 40G
- CE: 40LH, LTC, PC
- CE: 20G
- CE: 12LH/2CSSL
- CE: 40G
- CE: 24G
- CE: 2LH
- CE: 24G
- CE: 24LH
- CE: 29LH
- CE: 24G
- CE: 24LH
- CE: 10LH
- CE: 40LH
- CE: 40LAH
- CE: 2LAH
- CE: 13G
- CE: 40LA
- CE: 15L
- CE: 19LH
- CE: 2LAH
- CE: 24G
- CE: 2LASPC
- CE: 24G
- CE: 40G
- CE: 40G
- CE: 40G
- CE: 2
- CE: 24LH
- CE: 40LH
- CE: 40G
- CE: 40LH
- CE: 24LHV
- CE: 7G
- CE: 10G
- CE: 26G
- CE: 16G
- CE: 40G
- CE: 40G
- CE: 40G
- CE: 24L
- CE: 21L
- CE: 2LH
- CE: 40G
- CE: 24LH
- CE: 19LHV
MSMT 502 Foundations of Management
View Course Details
The GS 502 includes nine (9) online learning modules designed to equip students for success in the MS in Management program. The modules are (1) Foundations of Communication, (2) Foundations of Business Integration & Strategic Management, (3) Foundations of Organizational Behavior, (4) Foundations of Human Resource Management (5) Foundations of Finance, (6) Foundations of Marketing, (7) Foundations of Statistics, (8) Foundations of Ethics and (9) Foundations of Academic Writing. The online 2 Foundations course is largely self-paced. An instructor provides assistance as needed.
Related Programs:
MSM
- Available CE:0
TL 100 STUDENT LOAN PLANNING FOR TODAY
View Course Details
Student loan planning has come under the microscope in Washington, in the courts, and across your client conversations. Receive the latest on the income driven repayment program, identify impacts of public service loan forgiveness, and receive key resources to share with your clients impacted by the latest updates. Take away the applied knowledge to engage immediately.
Related Programs:
Thought Leadership
- Available CE:0
TL 101 SECURE 2.0 Act in Practice
View Course Details
Learn the latest on what’s inside the SECURE 2.0 Act and what it means for your clients – from those planning for retirement to others actively in the decumulation or distribution phase. This on-demand resource library includes a 50-minute, on-demand video, an 11-minute video detailing the Act’s impact on IRAs, and two downloadable resources. The 50-minute video is available for one credit of CFP® and College CE.
Related Programs:
Thought Leadership
- Available CE:0
TRST 100 Advanced Strategies for Building Trust
View Course Details
This live program is designed to provide financial leaders at a single company with a deep and actionable understanding of trust and its underlying mechanisms. Participants will learn about the science of trust and how to apply various frameworks and models to real-life challenges. This course provides 10 hours of education, including a capstone project.
Related Programs:
- Available CE:0
TRST 101 Strategies for Building Trust
View Course Details
This program is designed to provide financial professionals, advisors, and leaders from various financial institutions with a deep and actionable understanding of trust and its underlying mechanisms. Participants will learn about the science of trust and how to apply various frameworks and models to real-life challenges. This multi-company program offers 6 hours of live content.
Related Programs:
- Available CE:0
WMCP 360 Introduction to Goal-Based Planning
View Course Details
This course provides an introduction to goal-based wealth management. The course provides theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection. Students will learn the essentials of implementing a goal-based plan by evaluating a client’s financial information, developing communication skills, recognizing how behavioral finance impacts client decisions, understanding the economic environment and financial regulation, and recognizing and overcoming ethical challenges.
- CE: 40G
- CE: 20G
- CE: 9LHV/3E
- CE: 29LH/3E/8LTC
- CE: 34G/3E/3LTC
- CE: 2G/3E/2LTC
- CE: 16G/5LTC/3E
- CE: 12LH/3E
- CE: 21LAH/4LTC/3E
- CE: 34G/3LTC/3E
- CE: 7LH/3E/2AH/2CSL
- CE: 21LAH/3E
- CE: 19G/3E
- CE: 21G/3E
- CE: 40G
- CE: 19LH/3E
- CE: 18LH/3E/3LTC
- CE: 33LH/3E/4LTC
- CE: 21LHV/3E
- CE: 13LH/3E
- CE: 29G/3E/8LTC
- CE: 13LH/3E/2LTC
- CE: 19LAH
- CE: 19G/3E/2LTC
- CE: 10LH
- CE: 18LH/3LTC/3E
- CE: 14G/1E
- CE: 2/1E
- CE: 25G/3E
- CE: 18G/3E/3LTC
- CE: 18LAS,PC/1E
- CE: 21LH,LTC/3ETH
- CE: 25G/3E
- CE: 18G/3E/3LTC
- CE: 8LH/4LTC/3E
- CE: 20G/3E
- CE: 18LH/3E
- CE: 12G
- CE: 21G/3E
- CE: 21L/1E
- CE: 40G
- CE: 16LH/1E/1LTC
- CE: 37LH/3E
- CE: 21LH/3E
- CE: 3E
- CE: 21LH/3E
- CE: 12LHV/3E
- CE: 37G/3E
WMCP 361 Efficient Investment Portfolios
View Course Details
This course explains modern investment theory and provides an overview of financial instruments used to build efficient goal-based portfolio strategies for individual investors. Students will learn how to combine investments to design portfolios that provide investors with higher expected returns with less expected risk. Topics include statistical concepts related to risk assessment and portfolio evaluation, evidence-based practices in portfolio construction, and characteristics of financial products designed to meet a range of client goals.
Related Programs:
- CE: 20G
- CE: 9LH,PC/3E/2CSSL
- CE: 40G
- CE: 7LH
- CE: 21LAH/3E
- CE: 3LAH,P&C/3E
- CE: 40G
- CE: 33G/3E/4ANN
- CE: 20G/3E/1ANN
- CE: 37G/3E
- CE: 19LH/3E/2ANN
- CE: 18G/3E/3ANN
- CE: 29LH/3E
- CE: 12G
- CE: 7LH
- CE: 37LAH,ANN/3E
- CE: 21G/3E
- CE: 9G/3E
- CE: 37LH/3E
- CE: 21G/3E
- CE: 37G/3E
- CE: 3ANN/1G
- CE: 10LH,ANN
- CE: 7LHV/3E/2ANN
- CE: 37G/3E
- CE: 33G/3E
- CE: 40LA
- CE: 21G/3E
- CE: 33LAH/3E/4ANN
- CE: 21LH/3E
- CE: 2A
- CE: 21L
- CE: 4LH
- CE: 3
- CE: 13G/2E
- CE: 4VARANN/3E/2LH
- CE: 21LH/3E
- CE: 6LH/3E
- CE: 12LHV/3E
- CE: 21G/3E
- CE: 37G/3E
- CE: 21LH/3E
- CE: 29G
- CE: 21L
- CE: 7LASPC
- CE: 21LH/3E
WMCP 362 Strategic Wealth Management
View Course Details
This course provides an overview of applied goal-based wealth management strategies. These include income and investment tax planning, the rules and efficient use of tax sheltering accounts, asset location, savings and distributing retirement assets, planning for funding education, estate, and charitable goals, executive compensation, small business planning, diverse family structures, and managing defined contribution plans. Students will understand how to use accounts and strategies to more effectively help clients meet investment goals.
Related Programs:
- CE: 24.5G
- CE: 40G
- CE: 40LH, LTC, PC
- CE: 20G
- CE: 12LH/2CSSL
- CE: 40G
- CE: 24G
- CE: 2LH
- CE: 24G
- CE: 24LH
- CE: 29LH
- CE: 24G
- CE: 24LH
- CE: 10LH
- CE: 40LH
- CE: 40LAH
- CE: 2LAH
- CE: 13G
- CE: 40LA
- CE: 15L
- CE: 19LH
- CE: 2LAH
- CE: 24G
- CE: 2LASPC
- CE: 24G
- CE: 40G
- CE: 40G
- CE: 40G
- CE: 2
- CE: 24LH
- CE: 40LH
- CE: 40G
- CE: 40LH
- CE: 24LHV
- CE: 7G
- CE: 10G
- CE: 26G
- CE: 16G
- CE: 40G
- CE: 40G
- CE: 40G
- CE: 24L
- CE: 21L
- CE: 2LH
- CE: 40G
- CE: 24LH
- CE: 19LHV