Financial Planning / Insurance
Principles of Reinsurance (2026)
Principles of Reinsurance begins with a discussion of the origins and history of reinsurance in the life…
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AFSP bundles:15-Hour AFSP Tax Preparer Bundle (AFTR Exempt) 2026 $57.3818-hour AFTR Tax Preparer Bundle 2026 $68.85
52 courses to explore
Taxes
PRINCIPLES OF WEALTH MANAGEMENT
Introduction to the Course Principles of Wealth Management examines the financial planning discipline, including…
Taxes
Secure Act 2.0 (2026)
The SECURE Act 2.0 became law as part of the Consolidated Appropriations Act, 2023 enacted on December 29, 2022. It…
Stress Management
Stress Reduction Tips and Strategies
Relaxation techniques are a great way to help with stress management. Relaxation isn't only about peace of mind…
Taxes
Tax Cuts & Jobs Act - Individual Tax Preparation (2026)
The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, significantly affects…
Taxes
Tax Return Preparer Ethical Issues(2026)
The Internal Revenue Service routinely processes more than 200 million tax returns each year, many of them prepared…
Financial Planning / Insurance
Tax Sheltered Annuity Plans (2026)
Tax Sheltered Annuity Plans discusses the personal retirement savings plan available to employees of certain…
Taxes
Tax Treatment of Individual Retirement Arrangements (2026)
Federal tax policy is designed to accomplish numerous goals, from funding government to encouraging…
Taxes
Tax Treatment of Life Insurance Proceeds (2026)
One of the important considerations in many financial transactions is the tax treatment the transaction is given.…