Planning school training courses in Dover, DE (public, in-house or online)

This course provides students with a comprehensive overview of estate planning and the various techniques and strategies used in developing effective estate plans. The aspects of estate planning covered in this course include wills, probate, powers of appointment, property ownership, trusts, charitable gifting, planning for incapacity, estate planning for business owners, and techniques to minimize the impact of gift and estate taxation.

This course explains the essential elements of retirement planning and employee benefits, and explores the options available to create customized retirement plans. Personal retirement planning including Social Security and Medicare are covered. Additionally, the characteristics of IRAs, 401 (k), 403 (b), 457, SEP, SIMPLEs, and Keogh plans are thoroughly examined. The course also introduces methods of selecting appropriate retirement options for employers from qualified defined benefit, and defin...

Full archival course description>>

This course examines the federal income tax system, and the laws, rulings and regulations applicable to individuals, trusts, estates and entities. Students will learn the tax aspects of investments, insurance, and annuities, tax accounting methods, tax consequences of sales and exchanges, and tax management techniques. Emphasis is placed on personal income tax calculations including the AMT, and the tax implications of marriage, divorce and charitable contributions.

This course explores the sources of financial information and investigates the economic cycle and principles of fundamental technical analysis. The course surveys various investment vehicles, securities markets, tax considerations, and analysis of financial risk and return. Students learn portfolio management techniques, asset allocation, and investment strategies to construct client portfolios according to investment objectives and risk. This course also covers the calculation and application o...

Full archival course description>>

This course covers the principles of insurance and provides students with the background and skills necessary to analyze and evaluate all aspects of risk and exposure. The course will prepare students to work effectively with clients, to identify a client’s exposure to risk, and to select appropriate options to protect the client against loss. Risk exposures addressed in this course include life, health, disability, property and casualty, and business and personal liability.