FINANCIAL SPECIALISTS TRAINING
$1,165.00
$1,165.00
$1,165.00
$1,165.00
$820.00
FINANCIAL SPECIALISTS TRAINING - PROGRAMS
The Certified Income Specialist™ (CIS™) program will give you the knowledge needed to create a plan designed to provide a steady stream of income to your clients on a regular basis, using conventional as well as unconventional methods. Fixed-income instruments are typically the centerpiece of an income-oriented strategy, but this does not have to be the case, as you will learn while on your way towards becoming a Certified Income Specialist™ (CIS™).
Reverse mortgages, covered call writing, and allocated systematic withdrawal plans are just a few ways that can help compliment the overall portfolio. Our retirement income education materials include detailed attention to bonds, their varieties, forms of security and trading. Because most people understand the ups and downs of the stocks but not bonds, the program details how such volatility can be effectively communicated to clients while instilling peace of mind. Other fixed and variable-rate investment vehicles for retirement income planning are also covered, as well as conservative equity plays such as utilities and target retirement portfolios.
What makes the Certified Income Specialist™ (CIS™) training program from IBF unique is its creative approach to the subject matter. Taxes, practicality and investor psychology are all taken into account. Content is updated throughout the year in order to reflect new trends, studies and analysis. Your clients will appreciate the special knowledge and insight you bring to the table as an CIS™. The strategies offered will help you stand out from your peers and competitors.
Program Structure
•The CIS consists of six modules, designed to be completed within 15 weeks
•The CIS counts as 3 semester units toward the MSFS degree.
•Materials include all study and exam preparation.
•There are three non-cumulative exams and one case study.
Examination
•Each exam is based on two modules.
•Each exam consists of 50 multiple-choice questions.
•More than one exam can be taken at a time.
Case Study
•A written case study is required.
•The case study is based on a one-page fact pattern.
•The case study answer must be two to five pages.
Shipping Details:
Upon transaction, ourse material is shipped out (Fedex) and expected to arrive to the client in 5-7 business days. Each designation is delivered in a box with 4 hard covered binders (one being the Student Mannual and the other 3 being the six modules) All exams are taken on-line with an approved proctor.
The Certified Fund Specialist® (CFS®) designation is now celebrating its 21st year in existence. More than 11,000 members of the financial services community have already completed the program. CFS® is fully accredited and is the oldest designation in the mutual fund industry.
You can begin your path to becoming a Certified Fund Specialist® when you enroll in an IBF program today. Your competitors offer mutual funds as a simple and effective way to invest. Yet few advisors and brokers really understand how funds interact with other parts of the portfolio or how this investment vehicle should be analyzed. As a certified funds specialist, you’ll learn criteria such as alpha, beta, correlation coefficient, first-auto correlation, R-squared, and standard deviation that should be incorporated in the selection process. With mutual funds training, a certified fund specialist is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio.
Modern portfolio theory (MPT) is a key part of the program; its components are broken down and detailed in terms the advisor can easily understand and convey to a client. Armed with MPT and other selection criteria learned as part of the mutual fund education, a suitable and efficient portfolio using closed-end, exchange-traded, and open-end funds can be derived. Practitioners and academics continually update the CFS® materials. Students obtain the best of both worlds-the practical as well as the theoretical. Closed-end funds, ETFs, REITs and UITs are also covered, thereby providing the student with a more rounded education. With this additional investment knowledge, advisors and brokers offer ideas to clients that they would not receive elsewhere. Discover for yourself what benefits a certified fund specialist designation can bring to you and your clients. Contact us for more information about the CFS® designation.
Program Structure
•The CFS consists of six modules, designed to be completed within 15 weeks
•The CFS counts as 3 semester units toward the MSFS degree.
•Materials include all study and exam preparation.
•There are three non-cumulative exams and one case study.
Examination
•Each exam is based on two modules.
•Each exam consists of 50 multiple-choice questions.
•More than one exam can be taken at a time.
Case Study
•A written case study is required.
•The case study is based on a one-page fact pattern.
•The case study answer must be two to five pages.
Shipping Details:
Upon transaction, ourse material is shipped out (Fedex) and expected to arrive to the client in 5-7 business days. Each designation is delivered in a box with 4 hard covered binders (one being the Student Mannual and the other 3 being the six modules) All exams are taken on-line with an approved proctor.
The Certified Tax Specialist (CTS) program is the first of its kind, designed to give the financial advisor the knowledge necessary to provide ways to reduce taxable income. The subject of taxes is commonly viewed as boring and futile. By using real world examples, the CTS student is able to quickly understand important concepts and strategies that will serve him or her for life.
Program Structure
•The CTS consists of six modules, designed to be completed within 15 weeks
•The CTS counts as 3 semester units toward the MSFS degree.
•Materials include all study and exam preparation.
•There are three non-cumulative exams and one case study.
Examination
•Each exam is based on two modules.
•Each exam consists of 50 multiple-choice questions.
•More than one exam can be taken at a time.
Case Study
•A written case study is required.
•The case study is based on a one-page fact pattern.
•The case study answer must be two to five pages.
Shipping Details:
Upon transaction, ourse material is shipped out (Fedex) and expected to arrive to the client in 5-7 business days. Each designation is delivered in a box with 4 hard covered binders (one being the Student Mannual and the other 3 being the six modules) All exams are taken on-line with an approved proctor.
Investors who are concerned with the eventual disposition of their holdings are typically well heeled. These savvy investors realize that their choices are limited—either seek expensive legal advice or contact a BCE designee.
Practitioners who complete our Board Certified in Estate Planning™ program will gain the best of both worlds: estate planning ideas plus asset repositioning implementation. The BCE™ program lays a solid foundation and explains core concepts before tackling sophisticated estate planning techniques. Estate planning courses include materials that have been written with an eye toward real-world situations.
The content is both practical and simple to follow, unlike similar business and law school courses. The building blocks of an effective estate plan are a will and one or more trusts. Our estate planning education materials are written so the client can also understand them, enhancing your services as finance professional. Older individuals and couples hold most of the wealth in this country. As you work towards earning the BCE™ designation, you will learn ways to unlock this wealth by providing invaluable advisory services. Such information can also be applied to the practitioner's own portfolio.
A specific product group has often presented estate planning from a biased perspective. As a BCE™, you and your clients will see the other available opportunities. The Board Certified in Estate Planning™ (BCE™) designation is the first of its kind. The BCE™ program is fully accredited and acknowledged in the financial services community as the way for a practitioner to gain expertise quickly. Contact us now to enroll in the program and begin earning your designation.
Program Structure
•The BCE consists of six modules, designed to be completed within 15 weeks
•The BCE counts as 3 semester units toward the MSFS degree.
•Materials include all study and exam preparation.
•There are three non-cumulative exams and one case study.
Examination
•Each exam is based on two modules.
•Each exam consists of 50 multiple-choice questions.
•More than one exam can be taken at a time.
Case Study
•A written case study is required.
•The case study is based on a one-page fact pattern.
•The case study answer must be two to five pages.
Shipping Details:
Upon transaction, ourse material is shipped out (Fedex) and expected to arrive to the client in 5-7 business days. Each designation is delivered in a box with 4 hard covered binders (one being the Student Mannual and the other 3 being the six modules) All exams are taken on-line with an approved proctor.
The most complete, most up-to-date tax preparation course available!
For the past 56 years, this highly acclaimed correspondence course has taught thousands of people how to become successful tax professionals – specialists in preparing individual and small business tax returns. Written in an easy, accessible style, this nationally-accredited course guides you through Federal Taxation by way of 20 easy-to-master lesson units, each requiring approximately eight hours of study. A serious student can finish the course and receive his or her certificate in as few as 10 weeks. And you’ll be studying in the comfort and privacy of your own home or office. (If you need more time, the School allows you up to one year.)
Upon successful completion of our course, you will have the knowledge and confidence to prepare tax returns for clients anywhere. You will find yourself able to start and operate your own tax practice – or accept a well-paid position in an accounting or tax preparation firm. There are no further exams or legal requirements.
Subject Matter Expert
This course is developed and fulfilled by the National Tax Training School (NTTS). NTTS was founded 1952 and is the oldest and foremost specialized distance education tax school and offers the most complete accredited tax course that was especially prepared for home study. NTTS is accredited by the Accrediting Commission of the Distance Education and Training School (DETC - www.detc.org). NTTS was initially accredited in 1965 and has maintained this prestigious accreditation ever since.
To be accredited, each school must open its doors to a thorough inspection by an outside examining committee, supply all information required by the commission and subject its instructional material and teaching methods to a thorough review by highly qualified subject matter specialists. To retain this accreditation, this inspection and review process is repeated every five years.
This Nationally Accredited Commission is officially recognized by the U.S. Department of Education as the "nationally recognized accrediting agency" for home study under terms of Public Law.
Financial specialists training - Federal income tax training, online courses for MSFS degree, CIS income specialist training, CFS certified fund specialist training, CTS certified tax specialist training, BCE board certified estate planning training
Financial Specialist Training
Financial specialists training - Federal income tax training, online courses for MSFS degree, CIS income specialist training, CFS certified fund specialist training, CTS certified tax specialist training, BCE board certified estate planning training
FINANCIAL SPECIALISTS TRAINING - Insurance Professional Designations
Online SchoolRoom/360training offers professional designation courses that will help you to gain a competitive edge in your insurance and finance career. Our courses are written and developed by experts in the insurance and finance industry, so you can be sure that any training you purchase from us is of the highest quality and relevant to your needs. Please click a link below for more information or to get started.
