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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.

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 approved for 5 CE credits exclusively for the College’s designation CE requirements.

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needed to fund a given lifestyle in retirement, and second, how much of the retiree’s accumulated assets can safely be withdrawn each year so that the retiree will not run out of money.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 approved for 5 CE credits by CFP Board and is also applicable for the College’s designation requirements.

Diversification of International Holdings in Portfolios
With the current uncertainty in the domestic market, more investors are looking to diversify their portfolios with international investments. Diversification of International Holdings in Portfolios takes a practical look at international markets, including stocks, bonds, and real estate. Current data and research make this a timely and valuable guide for any advisor wanting to learn more about diversifying abroad, with insight into the global marketplace, including projections on what the future may hold.

This course is approved for 5 CE credits by CFP Board and is also applicable for the College’s designation requirements.

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 approved for 5 CE credits by CFP Board and is also applicable for the College’s designation requirements.

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 approved for 5 CE credits by CFP Board and is also applicable for the College’s designation requirements.

Stock Options, ISOs, Nonqualified Plans, and 409A

Compensation planning for executives helps a company retain valuable executives and recruit new executives. Essential to many executive compensation packages are potential or outright ownership components of the employer, including stock option plans, stock bonus plans, and stock purchase plans put forth as an employee incentive and retirement components consisting of nonqualified deferred compensation arrangements.

This course focuses primarily on the characteristics, uses, requirements, and taxation (“key characteristics”) of stock option plans and nonqualified deferred compensation plans and how they may be used to benefit executives. It also examines the requirements of IRC Section 409A, Section 83, and the Employee Retirement Income Security Act of 1974 (otherwise known as ERISA), and their impact on stock options and nonqualified deferred compensation plans.

This course is approved for 5 CE credits by CFP Board and is also applicable for the College’s designation requirements.

ADVANCED PROFESSIONAL DEVELOPMENT SERIES
Practice Development and Management	$75
Current Issues in Retirement Planning	$50
Diversification of International Holdings in Portfolios	$50
Tax Planning for IRA Benefits	$50
The Performance of U.S. Monetary Policy: 1980-2005	$50
Stock Options, ISOs, Nonqualified Plans, and 409A	$50