Advanced Professional Development Series

As a veteran of the industry, your practice has developed beyond the topics covered in basic financial planning courses. As the leader in financial planning education, the College has researched the topics considered beyond the scope of basic financial planning and development an all new-line of Advanced Professional Development courses that delve into these subjects in depth.

A complete listing of what each Advanced Professional Development Course qualifies for, download this chart.

Courses Available:

• Financial Crisis and the Great Recession of 2007-2009

  This course thoroughly examines the causes of the Great Recession and the courses of action implemented by the monetary policy authorities and the fiscal authorities to contain the recession and prevent it from sliding into a depression. The recession of 2007-2009, the worst economic downturn since the Great Depression, was caused by a complex set of events. The burst of the housing bubble and the subsequent collapse of the mortgage-backed securities market created panic in the financial industry. Within the span of two months the financial system in the United States was on the verge of collapse.

  The federal government’s response to the crisis was the biggest and broadest in history. The extraordinary steps taken by the fiscal and monetary authorities helped stem the panic, prop up the financial system, and prevent the collapse of private demand.

  This course is registered for 2 CE credits with CFP Board, NASBA, and certain State Boards of Accountancies, and is applicable toward the College’s designation CE requirements.

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• Practice Development and Management

  This is an essential guide for planners who are considering starting and managing their own advisory firm. It approaches forming a firm from the ground up, starting with assessing whether you have the right temperament to go out on your own, and discussing such issues as risk, forms of doing business, and building a business and operational plan. Other important issues are also addressed, and include deciding what products and services should be offered, and what choices of software are available. Helpful appendices, including a list of recommended books and resources, as well as sample survey and financial planning forms, round out the guide.

  This course is registered for 5 CE credits with NASBA, and certain State Board of Accountancies, and is applicable toward the College’s designation CE requirements. This course is NOT registered with CFP Board.

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• Current Issues in Retirement Planning

  Read just about any journal, magazine, newspaper, or website that deals with things financial and you will invariably see an article or survey stating that people are living longer. The Current Issues in Retirement Planning course will attempt to address the corollary issues concerning living longer while retired and its affect on health care costs from two perspectives. First, how to determine the amount needed to fund a given lifestyle in retirement, and second, how much of the retiree’s accumulated assets can safely be withdrawn each year so that the retiree will not run out of money. The course also includes some coverage of dealing with an extended bear market, the impact that unexpected expenses may have on existing plans, and the possibility that the individual may live longer than expected.

  This course is registered for 5 CE credits with CFP Board, NASBA, and certain State Board of Accountancies, and is applicable toward the College’s designation CE requirements.

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• Tax Planning for IRA Benefits

  When retirement time comes, will your clients be prepared for the onslaught of distribution and taxation rules associated with their nest eggs? This course covers the many major tax considerations clients face when planning for and settling into retirement. These include minimum required distribution rules, taxation of net unrealized appreciation in employer stock, preserving marital and charitable deductions for benefits in a trust, premature distribution penalties, and others.

  This course is registered for 2 CE credits with CFP Board, NASBA, and certain State Board of Accountancies, and is applicable toward the College's designation CE requirements.

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• The Performance of U.S. Monetary Policy: 1980-2005

  Monetary policy decisions made by the Federal Reserve can lift stock markets overnight, reduce unemployment, control inflation, and keep economic growth on track. That’s why understanding how monetary policy is formed and implemented is of considerable importance to both planners and clients. This course examines the Fed’s performance in this area over the last 25 years, how these decisions affected various financial crises, and how it continues to affect you and your clients.

  This course is registered for 1 CE credit with CFP Board, NASBA, and certain State Board of Accountancies, and is applicable toward the College’s designation CE requirements.

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