Financial Analysis Fundamentals

Learn to perform professional level financial analysis of a company. This course teaching how to analyze the: - income statement - balance sheet - cash flow statement It also teaches important ratios and metrics to evaluate the health of a business. This course is designed for beginner to intermediate accounting and finance professionals. Click on the activity to learn more!
Corporate Finance Institute

Payment Processing Considerations to Comply with IRS and PCI-DSS Regulations & Policies (Video)

This 1 hour pre-recorded webinar will focus on the credit card and payment processing industry. It discusses an overview of the industry, IRS forms and filings related to payment processing methods (IRS section 6050W and form 1099-K), Payment Card Industry – Data Security Standards (PCI-DSS), the Durbin Amendment to the Dodd-Frank Act, and other industry issues. These issues are of primary interest to CPAs and tax professionals. Updated as of January 28, 2012.
CPEthink.com

The Professional Financial Consultant: Commercial, SBA, Real Estate, and Venture Capital Financing

This course is designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of businesses. The course focuses on the basic principles, concepts, terminology and ins...
CPEthink.com

Personal Financial Planning for Accountants

A comprehensive course on personal finance. What is more important to the "average person”' than personal financial planning and money management? This course teaches you all the major areas in personal financial planning—planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning...
CPEthink.com

Financial Planning Basics for Individuals

This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individuals implementation of the financial planning process,...
CPEthink.com

Financial Markets: A Comprehensive Overview

Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess of available funds to those with a shortage. Funds are transferred in the financial markets through the purchase and sale of financial instruments (such as stocks and bonds). Short-term financial instruments are available in money markets, while longer-term financial instruments are purchased and ...
CPEthink.com

Exchange Traded Funds

This course looks at ETFs, securities designed to replicate the performance of a stock or bond index (e.g., S&P 500 Index or Lehman Brothers 20+ Year Treasury Index.) It covers the manner in which ETFs are created and offered to investors. It looks at the key features of ETFs and how they stack up to comparable products, such as index mutual funds, including such areas as tax advantages. The course features some of the biggest, as well as most popular ETF offerings and the companies that offer...
CPEthink.com

Courtesy Bootcamp (Video)

First and foremost, common courtesy is becoming a loss and it costs businesses up to thirty percent of what their annual revenue could be. Public Speaker, Edutainer, Civility Engineer, Anthonette Klinkerman and her Courtesy Bootcamp ™ is just what you want at your next event to provide a crash course in courtesy for your -people development- needs.
CPEthink.com

Applied Operations Management: Manufacturing and Services

This course teaches you how to manage operations and productive systems. Operations management involves the planning, coordinating, and executing of all activities that create goods or services. You will gain a working knowledge of methods for designing operational functions, systems and processes; will learn to apply strategic and operational decisions in improving processes for delivering goods and services to customers; and will learn to apply tools to achieve competitive in both manufactur...
CPEthink.com

Adding Financial Planning to Your CPA Practice

This course covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the CPAs implementation of the financial planning process from the data gathering throug...
CPEthink.com

A Complete Guide to Investing (Fundamentals of Investments)

This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management. The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, includi...
CPEthink.com

PENSION PLANNING

This course is designed to familiarize the agent with the most successful current retirement plans. Advantages and disadvantages of the different types of plans are examined in depth. Government programs, such as Social Security and Medicare, are also discussed. Medical and health benefits are discussed, as are types of life insurance and other types of retirement income, including traditional investment portfolios and personal life insurance. This course will also allow the agent to learn ...
NobleCE

INSURANCE PLANNING SOLUTIONS

This section introduces the reader to what advanced markets are and compares the medical field, legal field, banking industry and the small business community as advanced markets. It also offers the agent an introduction to needs analysis, including determining the client's needs through interviewing. Information regarding the life interview, the disability interview, the accumulation interview and the retirement interview is presented to the agent. Distinctions among the planning processes...
NobleCE

GUIDE TO INTEREST-SENSITIVE LIFE PROD.

Interest-sensitive life insurance is a type of life insurance where the cash value can increase beyond the stated guarantee if economic conditions warrant. Noble's Guide to Interest-Sensitive Life Products course is a comprehensive course involving all aspects of interest-sensitive life insurance. This course introduces the student to the interest-sensitive concept, offering discussions on life insurance as an investment, whole life insurance, death benefit options, universal life insurance, v...
NobleCE

FUNDAMENTALS OF FINANCIAL PLANNING

This course creates a solid framework with the tools and techniques to help you better understand, define, and achieve your financial goals. To make the right decisions about your financial future, it's important to understand the wide array of investment options available.
NobleCE

UNDERSTANDING KEYMAN INSURANCE

This course is an overview of who a key employee is and why they should be insured. Key Man Insurance is critical for companies that depend on a few “Key People” to generate a large portion of the company’s revenue. The absence of one of these individuals usually results in the death of the company. The importance to a business of a chief executive (CEO), or another senior person, should not be overlooked. Whether they are a key decision-maker, visionary, or entrepreneur, it may be that ...
NobleCE

PROTECTING YOUR ESTATE

This course teaches students to effectively create, conserve, and distribute an estate, covering a wide range of topics related to estate planning. From these course chapters, students will become acquainted with the knowledge needed for ownership provisions and beneficiary designations in estate distribution. The course adds value to an estate planner's abilities, in that it trains the reader about many cautions to consider in regard to estate planning. This includes a comprehensive overview ...
NobleCE

LIFE INSURANCE TOOLBOOK

This course introduces life insurance to the agent by defining insurance. The principle of life insurance is explained as the text progresses. The text touched upon how the principle of life insurance works and its costs. In addition, the agent will be familiar with the insurance contract.
NobleCE

GUIDE TO HEALTH INSURANCE

This course will teach the agent the following: Social health insurance and health coverage for aged individuals. Discussed are continuing care retirement communities, home health care, IRAs, home equity conversions. A brief overview of Medicare is also presented to the student. The federal Employee Retirement Income Security Act (ERISA) is discussed. The importance of obtaining and maintaining health insurance coverage will be covered. The student will be presented with information concern...
NobleCE

COMPREHENSIVE GUIDE TO HEALTH INS.

How to find the right health insurance for you -- a complete overview and explanation of all types of health insurance, special tips, and under what circumstances certain choices should be made. Comprehensive Guide to Health Insurance focuses on the basic topics relating to health insurance, including Medicare, Medicaid, and Disability Insurance. This course also thoroughly addresses other types of health insurance. Includes descriptions of health insurance such as Self-Insurance and Prepaid P...
NobleCE

PLANNING FOR FINANCIAL FITNESS

The advantages of estate planning are discussed, as is the estate planning process. Agents will be able to help their clients determine their objectives and analyze their needs in order to make plans to meet those objectives and satisfy their needs. The agent will learn about individual elements of estate planning such as; mortgage, family budget, readjustment income or fund, immediate cash demands, retirement funds, tax data and trust funds. The agent will also be introduced to ownership p...
NobleCE

GUIDE TO RETIREMENT PLANNING

This course begins with an explanation of terms associated with a 401(k) plan. Also, the difference between a stand-alone 401(k) and matching 401(k) is fully discussed. Also, the different types of IRA's available are fully discussed. The text talks about insurance company IRA's, the self directed IRA, savings institutions, and money market/mutual fund IRA's.
NobleCE

HEALTH INSURANCE

This course teaches agents the basics of health insurance, and presents overviews of various types of insurance available today. It includes a discussion on disability income insurance. The term disability is defined for the agent, and a discussion of special forms of disability income insurance is presented to give the agent a better understanding of the subject. The text dedicates a complete section to the health insurance contract. It describes the contractual terms and concepts. By the end...
NobleCE

COMPLETE BOOK OF TRUSTS

The agent will become familiar with charitable trust organizations and the functions of these organizations. It is very important for the agent to understand the differences between these organizations, thus the text thoroughly explains all the aspects of these organizations. The first section begins with an explanation of charitable lead requirements and strategy. After the intense introduction, other types of charitable lead trust such as inter vivos, and testamentary. The second secti...
NobleCE

OVERVIEW OF L & H INSURANCE

By the end of this course, the agent will have a comprehensive understanding of Life policy plans and Health Insurance plans. The agent will focus on policy provisions of life insurance. Specific subjects discussed are the ownership clause, contract clause, incontestable clause, suicide clause, grace period clause, reinstatement clause, misstatement of age, beneficiary designation, and change of provision. Disability Income as well as the benefit periods, renewals, definitions, occupational...
NobleCE

LONG TERM CARE REFRESHER

This course offers a comprehensive look at long-term care. Covered in the course is available long-term services and providers; changes or improvements in long-term care services and providers; alternatives to the purchase of private long-term care insurance; the effect of inflation on benefits and the importance of inflation protection; consumer suitability standards and guidelines; and state and federal rules and requirements and the relationship between qualified state long-term care insura...
NobleCE

LONG TERM CARE

This course offers a comprehensive look at long-term care. Covered in the course is available long-term services and providers; changes or improvements in long-term care services and providers; alternatives to the purchase of private long-term care insurance; the effect of inflation on benefits and the importance of inflation protection; consumer suitability standards and guidelines; and state and federal rules and requirements and the relationship between qualified state long-term care insura...
NobleCE

ETHICAL INSURANCE PRODUCER

The objective of this course is for agents to be able to successfully identify what is ethics and understand how it applies to their current role as an insurance agent. Students will be familiar with the definition of ethics, as well as, the consequences of their actions when behaving inappropriately as an insurance agent. In addition, the student will learn the importance of the role as an insurance agent and how it could impact the community. The agent will discover the responsibilities invo...
NobleCE

ETHICS FOR AGENTS

No matter what line of business we are in the subject of ethics is important. It is especially critical to those handling insurance products. Both the insurer and the agent have an obligation to each other to be truthful and honest with each other through their agency relationship. It is critical that we keep in mind what is right and what is wrong. Because insurance companies and agents are in a position of trust ethical behavior is paramount to perpetuating the industry and profession of eac...
NobleCE

UNDERSTANDING SURETY PROCESS

The student will learn about topics ranging from traditional underwriting practices and loss history to social maladjustment and physical impairment. Factors affecting insurance coverage. Underwriting objectives as well as underwriting by class and individuals is reviewed. By the end of this course, the agent will learn the uses of surety underwriting. The agent will learn about the history of suretyship, and the difference between insurance and suretyship. The agent will become familiar wi...
NobleCE

COMMERCIAL LIABILITY INSURANCE

This course allows the agent to gain a better understanding of general liability insurance. The agent will become familiar with different insurance agreements, and different coverage options. An overview of vehicle liability is also provided to the agent.
NobleCE

PROPERTY & CASUALTY INSURANCE

The basic provisions of the standard fire policy are covered along with the suspension of insurance. Other perils and provisions discussed are prohibition of waiver, cancellation, protection of the mortgagee's interest, pro rate liability clause, and requirements if case loses occurs, the appraisal clause, company's option, the abandonment of property clause and other provisions. In summary fire insurance ratings is discussed and the author shares a shares view of current market conditions. ...
NobleCE

MARINE INSURANCE: OCEAN & INLAND

Inland Marine Insurance This section introduces the agent to inland marine insurance-transportation. It covers transportation policies, and transportation by mail. The agent will learn the nationwide marine definition, and which polices deal with bridges and tunnels and dams. The nature of inland marine insurance with regard to development, expansion, conflict, regulation and significance will be reviewed. Marine Insurance This section covers the loss or damage of ships, cargo, terminals, a...
NobleCE

INSURANCE INVESTIGATIONS

The agent will learn about the claims handling procedures, including topics such as accident reports, and the purposes and principles of investigation. The agent will learn agent general investigation principles, such as locating witnesses, special damages, the investigation of fatal claims, and the risk report. In addition, this course covers the rating and classification of insurance programs. Discussed are the purposes of classifications and the various factors upon which classifications ar...
NobleCE

GUIDE TO CRIME INSURANCE

The agent can expect the learn the following by completing this course: Section I of this textbook discusses the need for crime insurance and the different types of crime coverage policies available today. Section II presents the various burglary, robbery, and theft coverages, and offers preventive measures to deter these crimes. Also discussed in this section is the rating of crime insurance. Section III discusses the regulation of insurance, including the history of regulation and ...
NobleCE

PROPERTY INSURANCE COVERAGE

By the end of this course, the agent will have a comprehensive understanding of loss control practices used by the industry. Loss control practices goes beyond analyzing every major insurance policy provision by explaining investigation of root causes of claims. It also gives you up-to-date strategies for reducing claims through Risk management, Safety, E&O coverage and reinsurance. Furthermore, a description of scheduled personal property, unscheduled personal property, and newly acquired ...
NobleCE

AUTO INSURANCE GUIDE

The agent will learn about automobile liability and its associated coverage. Personal and commercial automobile coverage are detailed. Protection for automobile owners and drivers are described, including collision, comprehensive and uninsured motorist coverage. Miscellaneous coverage, such as rental care reimbursement and towing are covered. Personal auto liability underwriting and ratemaking is discussed, including personal information and accident history that can greatly affect the rates p...
NobleCE

INSURANCE LIABILITY COVERAGE

This course provides the agent with in-depth information on the aspects of Property and Liability multi-line insurance, in both personal and commercial policies. The agent will learn why proper protection is necessary for home, business and personal property while highlighting the differences among policies. In addition to property and liability exposures and products liability, the agent will be educated on umbrella liability. This section begins by discussing the purpose and significance ...
NobleCE

GENERAL P & C INSURANCE

The agent will learn in detail about fire insurance, allied lines and multiple line life insurance. In addition, homeowners policies, including basic features, types of coverages available to consumers, relationships among policies, eligibility requirements, deductibles, broad forms, comprehensive forms, limitations in coverage will be reviewed. Farmowner policies are also presented to the agent, and the various coverages available are discussed.
NobleCE

NATIONAL FLOOD INSURANCE

Noble’s National Flood Insurance course follows the outline provided by the Federal Emergency Management Agency (FEMA) for property/casualty insurance producers. It provides all required information under that guideline. After taking this course, insurance agents will be fully equipped to work proficiently in the flood insurance area. Savvy agents will immediately recognize the value that this course provides as the popularity of flood insurance has become a necessary and much sought after ...
NobleCE

LIFE & HEALTH INSURANCE TOOLBOOK

This course introduces life insurance to the agent by defining insurance. The principle of life insurance is explained as the text progresses. The text touched upon how the principle of life insurance works and its costs. In addition, the agent will be familiar with the insurance contract.
NobleCE

LIFE & HEALTH INSURANCE

This course teaches the agent about the major types of life insurance, and the major policy features. The agent will learn about such policies as: one-year renewable, straight life universal life, whole life policies, endowment policies, and multi-life policies. Also covered are expenses at the mutual fund level, including guaranteed interest account, policy loans and withdrawals, and cash surrender value. Using universal variable life funding for other objectives is also discussed.
NobleCE

ESSENTIALS OF MANAGED CARE

This course teaches the agent about the various managed care systems, their need in the workplace, and the problems facing traditional health care. In addition, the agent will learn about disability after age 65, disability insurance for small business, policy provisions, waiver theory, benefits theory, lifetime benefits, recurrence of disability and rehabilitation. This course also explains Medigap policies to the agent, teaching him about the process of buying and affording long-term c...
NobleCE

STRATEGIES FOR A SECURE RETIREMENT

This course will teach the agent alternate ways to gain retirement income. The text explores pensions, 401 (k)s, and Keogh plans. Factors common to all pensions plans are discussed, along with definitions and distinctions among the various pension plans. Pensions plans are contrasted with profit sharing plans -- the relative advantages of each plan are described from both an employer and employee point of view.
NobleCE

RESOLVING AGENT/CLIENT CONFLICT

This course goes beyond analyzing every major insurance policy provision and explaining how courts have interpreted those provisions. This is a practical guide explaining how the individual insured can reduce insurance exposures. The course is also devoted to loss control methods agents can use to reduce client and carrier conflicts. It analyzes issues from both the insured client and the agent's perspective to give you a broad understanding of every important aspect of the issues you face ...
NobleCE

IFRS How to Account for & Present Interests in Other Entities other than Subsidiaries (IFRS 11, 12 & IAS 28), Pt 2

In this second part you will review how the continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and reporting for Interest in Other Entities Other Than Subsidiaries. Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Recognize the objective and scope of IFRS 11 Joint Arrangements, IFRS 12 Disclosure of Inte...
Becker Professional Education

IFRS How to Account for & Present Interests in OE other than Subsidiaries (IFRS 11, 12 and IAS 28), Pt 1

The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and reporting for Interest in Other Entities other than Subsidiaries. Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Recognize the types interests in entities other than subsidiaries and the methods used to account for such interests. Recognize th...
Becker Professional Education

IFRS Accounting and Reporting Insurance Contracts (IFRS 4)

The continued globalization of financial accounting standards has significantly altered the landscape surrounding the accounting and presentation of Insurance Contracts (IFRS 4). Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Recognize the objective, scope, and definitions of Insurance Contracts under IFRS 4 Recognize and apply the principles utilized to recognize and measu...
Becker Professional Education

IFRS Accounting & Reporting Financial Instruments (IFRS 9)

The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and presentation of Financial Instruments (IFRS 9). Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Define the objective and scope of Financial Instruments under IFRS 9 Identify the definitions utilized in IFRS 9 Name and recognize the Financial I...
Becker Professional Education

Foundations of Business Combinations and Noncontrolling Interests

With practical examples, a clear presentation of facts, and review of relevant definitions, participants will familiarize themselves with the critical background, context, and tools to understand the issues and changes related to business combinations and noncontrolling interests in consolidated financial statements. After completing this session, you will be able to: List the scope and exceptions under business combinations (ASC 805) Define, compare, contrast, and apply the following conc...
Becker Professional Education

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