CFP - Certified Financial Planner Training Classes and Seminars In Stockton, CA

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

The Qualified Financial Advisor (QFA) program equips you with a substantial overview of the most cri...

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 102 considers risk management principles and the various types of insurance coverage in the marketplace today, fo...

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

<strong>Earn The Certified Financial Planner (CFP®) Designation!</strong></p><p>This course is specifically designed to help professionals prepare for and pass the CFP® Certification Examination.</p><...

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 105 deals with the single most important issue millions of people will be facing in the years to come: affording ...

<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 101 is an introduction to the concepts and profession of personal financial planning.<br><br>By taking this cours...

<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 106 presents the challenges of effective estate planning raised by tax code changes. Once the wealth accumulation...

<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 104 reveals effective income tax planning strategies, whether personal or related to an individual's business int...

<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...

Brokers and lenders that have been doing FHA for years have seen many changes over the recent years,...

<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 103 follows sound investment principles as a primary means of wealth accumulation for financial planning clients....

Assisting Your Employees in Meeting Their Retirement Goals

Using Social Security Disability Tools (83711)

<p>Planning your clients financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!</p> <ul> <li>Weigh all the pros and cons to select the best trust options for specific client situations.</li> <li>Anticipate tax consequences of various trusts.</li> <li>Use sample trust language our faculty provide to save drafting time and avoid mistakes.</li> <li>Clarify the powers and duties of trustees in different trusts.</li> <li>Compare living and testamentary trusts for straightforward estate planning.</li> <li>Distinguish between accounting and taxable income and learn how trust income tax is reported.</li> <li>Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful.</li> <li>Review common ethical missteps that can cost you your license - and how to avoid them.</li> </ul>...

Form 1023, Form 990, Bylaws, Articles of Incorporation, Policies and Much More! Advising your clients through the thorny maze of eligibility requirements, permitted and prohibited activities, formation documents, application steps and other complexities of the 501(c)(3) application process can be challenging. In this focused legal course, experienced attorney faculty will navigate you through the onerous requirements, identify problematic issues and equip you with the necessary tools you need t...

We are committed to safeguarding the health of our attendees and speakers. This seminar has been moved to an online format due to public health concerns....

Learn What Still Works, and How to Fix the Rest The SECURE Act has dramatically changed planning for inherited IRAs, having finally killed the IRA stretch technique. The new law critically impacts the multitude of existing IRA trusts....

Over 10,000 Americans turn 60 each day, one of the most profound demographic developments we have ev...

<p>Section 504 plans are designed to ensure that students with qualifying disabilities receive equal access to an education. If the plan isnt properly developed and implemented, schools can face serious legal consequences for failing to make accommodations. This program will provide an overview of Section 504 eligibility requirements, plan components, and best practices to follow when reviewing and modifying plans. Learn how to protect vulnerable students and guard against discrimination - register today!</p> <ul> <li>Learn what factors must be considered when making Section 504 eligibility determinations.</li> <li>Distinguish between accommodations under Section 504 and special education services.</li> <li>Know what potential problem areas to look for when developing, reviewing, or modifying plans.</li> </ul>...

IRAs in Estate Planning: Trusts as Beneficiaries (84424)