Courses: Financial Planning and Trust

Center for Financial Training - North Central States

Courses

Financial Planning & Trust

	Compliance and Law
	Financial Planning & Trust
	General Banking
	Lending
	Sales & Marketing
	Small Business
	Staff Development
	Strategic Management

Calendar of Events


	Register Now!

Course Name	Delivery Format
AIB Online Review for the CTFA Exam *(AIB)*	$795
Introduction to Financial Planning Products (AIB 6544)		$95
IRA Essentials (Take one or a combination) Traditional IRA Overview Roth IRA Overview SIMPLE IRA Basics IRA Beneficiary Options IRA Contributions IRA Distributions IRA Required Minimum Distributions IRA Rollovers, Transfers, and Direct Rollovers Excess IRA Contributions		$75 each or $450 for all
Personal Tax Return Analysis *(AIB 8008)*		$95
Retirement Plan Services - Investments *(AIB 8203)*	$795
Retirement Plan Services - Laws and Regulations *(AIB 8202)*	$795
Retirement Plan Services - Plan Type and Design *(AIB 8201)*	$795
Trust Basics *(AIB 8261)*	$385		$399
Trust Operations *(AIB 8325)*	$385
PERSONAL TRUST CURRICULIM - LEVEL 1 (3 courses)
Building Trust Expertise - Investment Management *(AIB 8327)*		$335
Building Trust Expertise - Taxation and Estate Planning *(AIB 8328)*		$335
Building Trust Expertise - Trust Administration *(AIB 8329)*		$335
PERSONAL TRUST CURRICULIM - LEVEL 2 (9 courses)
Discretionary Distributions *(AIB 8400)*		$160
Estate Planning for Marital Deduction *(AIB 8402)*		$160
Estate Planning Overview *(AIB 8401)*		$160
Federal Estate and Gift Taxes *(AIB 8403)*		$160
Fiduciary Income Taxes *(AIB 8404)*		$160
Fiduciary Law *(AIB 8405)*		$160
Investments I *(AIB 8406)*		$160
Managing Trust Accounts *(AIB 8408)*		$160
Retirement Planning *(AIB 8407)*		$160
PERSONAL TRUST CURRICULIM - LEVEL 3 (8 courses)
Estate Planning for Charitable Giving *(AIB 8411)*		$160
Estate Planning for Lifetime Gifts *(AIB 8410)*		$160
Estate Planning for the Business Owner *(AIB 8412)*		$160
Estate Planning Case Study *(AIB 8413)*		$160
Financial Planning Skills *(AIB 8414)*		$160
Generation Skipping Transfer Tax *(AIB 8415)*		$160
Investments II *(AIB 8416)*		$160
Life Insurance and Annuities *(AIB 8417)*		$160

Legend:

	=	Instructor-Led	=	Online Instructor-Led

	=	Online Self-Paced	=	Independent Study

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