Courses: Financial Planning and Trust

Courses

Financial Planning & Trust


	Register Now!

Course Name	Delivery Format
AIB Online Review for the CTFA Exam *(AIB)*
Introduction to Financial Planning Products (AIB 6544)
Personal Tax Return Analysis *(AIB 8008)*
Retirement Plan Services - Investments *(AIB 8203)*
Retirement Plan Services - Laws and Regulations *(AIB 8202)*
Retirement Plan Services - Plan Type and Design *(AIB 8201)*
Trust Basics *(AIB 8261)*
Trust Operations *(AIB 8325)*
PERSONAL TRUST CURRICULIM - LEVEL 1 (3 courses)
Building Trust Expertise - Investment Management *(AIB 8327)*
Building Trust Expertise - Taxation and Estate Planning *(AIB 8328)*
Building Trust Expertise - Trust Administration *(AIB 8329)*
PERSONAL TRUST CURRICULIM - LEVEL 2 (9 courses)
Discretionary Distributions *(AIB 8400)*
Estate Planning for Marital Deduction *(AIB 8402)*
Estate Planning Overview *(AIB 8401)*
Federal Estate and Gift Taxes *(AIB 8403)*
Fiduciary Income Taxes *(AIB 8404)*
Fiduciary Law *(AIB 8405)*
Investments I *(AIB 8406)*
Managing Trust Accounts *(AIB 8408)*
Retirement Planning *(AIB 8407)*
PERSONAL TRUST CURRICULIM - LEVEL 3 (8 courses)
Estate Planning for Charitable Giving *(AIB 8411)*
Estate Planning for Lifetime Gifts *(AIB 8410)*
Estate Planning for the Business Owner *(AIB 8412)*
Estate Planning Case Study *(AIB 8413)*
Financial Planning Skills *(AIB 8414)*
Generation Skipping Transfer Tax *(AIB 8415)*
Investments II *(AIB 8416)*
Life Insurance and Annuities *(AIB 8417)*

HOME		177 E. Silver Spring Drive, Suite 201 Whitefish Bay, WI 53218-4703		TEL: 414.332.6468 FAX: 414.332.6478		info@cftncs.org