• Read more about TRST 100 Advanced Strategies for Building Trust

This program equips participants with the latest insights, tools, and strategies for building trust in their professional field and thereby, advance ethics. 000413 TRUST Single Course 1 1.00 Consumer Financial Education No No 0004131 0

• Read more about CFP Board Approved Ethics CE

This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019. 000229 CONTINUING EDUCATION (CE) Single Course 2 1.00 Continuing Education Yes No 0002291 2E

• Read more about MSFP 589 Financial Statement Analysis and Small Business Valuation

Students extract information from multiple types of financial statements including note disclosures and use that data to view a business and assess the value generated. In doing so, they quantitatively assess the business strategies and apply sound statistical and analytical techniques. Case studies along with data analytics assignments, questions, critical thinking problems, analysis decision or mini exercises enable students to practice multiple techniques. 000396 AEP BSP Single Course 2 1.00 Philanthropic Planning Financial Planning Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0003961 0

• Read more about MSFP 584 Executive Compensation

The executive pay package is designed to drive the performance of the executives, owners, or leaders themselves as well as the organization. This course will identify executive pay packages such as base salary, bonus, short and long-term incentives, executive perks, and other benefits. Additionally, students will analyze the advantages and disadvantages of these components including taxation, policy, & regulations (ERISA). Financial planning professionals can leverage this knowledge to advise their clients or themselves. 000044 AEP Single Course 4 1.00 Philanthropic Planning Master's Degree Program Advanced Career Professional Mid Career Professional No No 0000442 0

• Read more about WMCP 362 Strategic Wealth Management

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. 000405 WMCP^® Single Course 3 1.00 Wealth Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0004051 AL AR AZ CO CT DE GA HI IA ID IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NM NV OK PA PR RI SC SD TN TX UT VA VT WI WV WY FL WA OH ND 24.5G

• Read more about WMCP 361 Efficient Investment Portfolios

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. 000404 WMCP^® Single Course 2 1.00 Wealth Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0004041 CO MS PA UT VA AL AR AZ CT DE HI IA ID IN KS KY LA MD ME MI MN MO MT NC NE NH NM NV OK OR PR RI SC SD TN TX VT WI WV WY WA GA IL OH ND 20G

• Read more about WMCP 360 Introduction to Goal-Based Planning

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. 000403 WMCP^® FSCP^® Single Course 1 1.00 Wealth Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0004031 AL AR AZ CO CT DE GA IA ID IN KS KY LA MA MO MS NC NE NH NM NV OK OR PA RI SC SD TN UT VA VT WY HI MD ME MI MN MT PR TX WV FL WA IL OH ND 20G

• Read more about TL 101 SECURE 2.0 Act in Practice

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. 000419 Thought Leadership Single Course 2 1.00 Consumer Financial Education No No 0004191 0

• Read more about TL 100 STUDENT LOAN PLANNING FOR TODAY

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. 000414 Thought Leadership Single Course 1 1.00 Consumer Financial Education No No 0004141 0

• Read more about HS 355 Managing the Retirement Income Plan

The third course in the RICP® series focuses on initial and ongoing retirement income plan management. This knowledge will help you:

• Choose the appropriate tax-efficient distribution options from a retirement plan
  
• Help a client create a health expense budget and navigate the many decisions regarding Medicare and other health care options
  
• Help a client prepare for their long-term care needs
  
• Navigate retirement housing decisions and address home equity strategies
  
• Identify the key ethical issues in retirement income planning
  
• Create and manage retirement income portfolios appropriate for each clients situation

000282 RICP^® Single Course 3 1.00 Retirement Planning Financial Planning Professional Designations & Certifications Mid Career Professional Yes Yes 0002821 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY LA LA MD MD ME ME MI MI MN MN NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY SC SC SD SD TN TN UT UT VA VA AZ CA CT IA ID IN MA MO MS MT OK OR PA PR RI TX VT WI WV WY FL WA IL OH ND 10G