CFP Prep Course Module 6 – Estate Planning
The Estate Planning course addresses what occurs once the wealth accumulation process is complete; distributing excess wealth is a primary goal for many financial planning clients. The Estate course presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.
- Online Course and Practice Activities
- OnDemand Class & Instructor Email Access
- Qbank and Core Lecture Video Access
- Estate Planning E-book
- Price: $749 with optional textbook add-on: $40 (plus shipping)
There are 7 courses within the program. You are responsible for contacting your program administer prior to each course. Online assets will be assigned upon enrollment of each course.
- Dates Online Self-Paced
- Duration 90 days
Lecture Series Webcasts
36 individual Webcasts. The Center for Asian Business in the College of Business Administration at Loyola Marymount University has received a major grant over a three year period from the International Communications Foundation in Seoul, Korea, to provide a lecture series and entertainment media screenings for the LMU community—students, faculty, staff and neighbors. The International Communication Foundation was founded in 1982 by Young Bin Min, chairman of YBM/Si-sa, a Seoul-based corporation. The foundation's mission is to increase awareness and promote the status of Korean culture worldwide.
The purpose for the series of monthly events is to provide opportunities for LMU students to gain a deeper understanding of East Asian countries in context, and eventually to be better equipped to work in this competitive global marketplace after they enter the workforce. America is no longer the sole superpower in today’s global society. Unfortunately, however, foreigners know more about us than we do about them. As LMU is a major university located on the Pacific Rim in one of the world’s most culturally diverse cities, and located in the world capital of the entertainment media, the Center for Asian Business seeks to help the LMU community fill the gap. We are deeply grateful that the ICF grant will allow us to provide these special events.
Applied Procurement Course
Whether in the classroom or on-site, students in the Applied Procurement course work alongside some of the best in the business. Students are taught by experienced procurement professionals for one class period and spend two half-days each week in Milwaukee-area firms working on real-world tasks consistent with the content covered in class. A trifecta of learning occurs for each student, from their company sponsor, their instructor and their peers. This course has realized significant business value for our company partners.
The Center for Social Entrepreneurship (CSE) Boost
The Center for Social Entrepreneurship (CSE) Boost is a 9-week social entrepreneurship course for members of an enterprise who are creatively solving social problems within Detroit and desire to become financially sustainable through entrepreneurial best practices, mentoring, and connections to resources. Applicants must be beyond ideation; that is, their enterprise must have a product or service and a beneficiary and some exchange of revenue. The application process will be followed by an interview with CSE staff members.
The overall cost for a single Boost participant is just under $3,000. Detroit Mercy Alumni and other donors have graciously provided scholarships to lower this expense to make the final tuition cost to you just $500. However, CSE strongly believes that no social entrepreneur shall be denied an opportunity to attend our Boost program. We do ask that every effort must be made by participants to pay the full price. Sliding-scale tuition scholarships are available. If needed, the applicant and CSE staff will discuss the details during the interview process.
The dates and times for Boost 5 are Tuesday nights from 6-9pm. Classes star on Tuesday hey have been one night a week for nine weeks from 6-9pm. Classes will primarily take place on the McNichols campus, at the University of Detroit Mercy, 4001 W. McNichols Rd., Detroit, MI 48221. After the class sessions, you will participate in a pitch event celebration.
The Analytics Certificate prepares participants to dig deep into data to discover the secrets hidden within, apply the right quantitative techniques to solve problems and clearly communicate and tell data stories to enhance business decision-making.
The Analytics Certificate Fee is $10,000 per person. Any required textbooks, software and/or materials are additional at actual cost.
Executive Certificate in Financial Planning
Although the financial crisis has made the public more wary about financial issues, the demand for financial planners is expected to continue growing. However, proven credibility and trust are essential to a successful future in financial planning.
Xavier University’s Executive Certificate in Financial Planning enables for financial planners to obtain industry recognized credentials, through an accelerated education and preparation program – building knowledge and enhancing client confidence.
Maximizing Results in a Goal Oriented Culture
Maximizing Results in a Goal Oriented Culture
Does your organization set clear, simple goals? Are the goals linked to the organization’s strategy? In this session, you will learn some simple techniques to help you:
Develop a culture of goal setting
Set goals that are linked to the organization’s strategy
Manage and track goal progress
Hold individuals accountable to goals
For more information, click here and chat live with an XLC rep.
Public Sector Leader Certificate Program
he Xavier University Williams College of Business, Department of Criminal Justice and the Xavier Leadership Center have partnered to create a Public Sector Leader Certificate Program (PSLCP). The Public Sector Leader Certificate Program is designed for leaders in law enforcement, public safety and city management seeking to develop the knowledge, skills and tools required to successfully lead their organizations. Additionally, participants learn how to apply these skills when they work with others during day-to-day operations, where decision-making, critical thinking, and leadership are required. This understanding is especially helpful during high-stress situations, such as active-shooter situations, fires, accidents, environmental crises, political meetings, press conferences, as well as daily internal and external issues, which require strategic planning, personnel management, and communication.
Thriving During Change
There are few guarantees in the workplace today. However, change is one of them. More than ever, organizations and their environments are in a state of flux; streamlining processes, upgrading technologies, introducing new products and competing in a global market. In some cases these changes are planned, in others they are unplanned. Sometimes the forces for change are internal to the organization, sometimes they are caused by external conditions. The need for an organization and its people to meet and cope with change requires employees to be competent in dealing with and managing change.
Train the Trainer: Planning, Designing & Evaluating Training
You already know that an adult’s learning style is different than a child’s, and training based on theories and lectures is not the most effective approach for delivering programs. But how do you actually develop your training around the principles of adult learning?
Train the Trainer: Planning, Designing & Evaluating Training helps you make your own training programs more effective using proven approaches for adult learning. This program focuses on helping you with your specific content and audiences and how to combine them in a way that creates an engaging program. The result? A positive, memorable learning experience and lasting impact for you and your participants in your training programs.