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Accounting and Finance

Increase your financial awareness and accountability while gaining marketable new skills in accounting and finance fields!
Accounting and Finanace

Certifications

Bookkeeping Administration
This course will provide an introduction to the concepts and uses of accounting in a business environment. The primary areas of study in this course include analysis of business transactions, recording procedures and the use of ledgers and journals, accounting for sales and purchases, managing cash, payroll, accruals and deferrals, and preparation and analysis of basic financial statements. After completing this course, students will have solid understanding of business and financial accounting and its role in bookkeeping administration.. Full description of Bookkeeping Administration

Bookkeeping Administration Expert
This course will provide an introduction to the concepts and uses of accounting in a business environment. The primary areas of study in this course include analysis of business transactions, recording procedures and the use of ledgers and journals, accounting for sales and purchases, managing cash, payroll, accruals and deferrals, and preparation and analysis of basic financial statements. After completing this course, students will have solid understanding of business and financial accounting and its role in bookkeeping administration. This course will cover QuickBooks which is one of the most powerful tools you will use in managing your business. In addition to being a robust bookkeeping program, QuickBooks is a management tool. When set up and used properly, QuickBooks allows you to track and manage income, expenses, bank accounts, receivables, inventory, job costs, fixed assets, payables, loans, payroll, billable time, and equity in your company. It also provides you with detailed reports that are essential to making good business decisions. Throughout this course, you will learn in detail about the features in QuickBooks. This course will also cover the features and usage of Microsoft Word, PowerPoint, Excel, Outlook, and Access 2013.. Full description of Bookkeeping Administration Expert

Chartered Financial Analyst ® (CFA ®) Exam Prep
Chartered Financial Analyst ® (CFA ®) has become known as the gold standard of professional credentials within the global investment community. Investors recognize the CFA ® designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.. Full description of Chartered Financial Analyst ® (CFA ®) Exam Prep

Chartered Tax Professional
The Chartered Tax Professional (CTP) designation is the undisputed professional credential for persons who typically advise clients on income tax situations. After completing this comprehensive program, certificants will be prepared to handle almost any individual and small business income tax situation encountered. Candidates must successfully complete a series of six 30-hour, computer-administered courses in income tax preparation. All courses are offered via the Internet and can be completed anywhere, anytime 24/7 – instructor support is included with each module. Each module consists of ten 3-hour lessons and can be completed in 5-10 weeks (one or two lessons per week). The entire program could be completed in less than eight months, but generally students complete the program in 18-24 months. Books Included. Full description of Chartered Tax Professional

Chartered Tax Professional Business Package
A Chartered Tax Professional (CTP) is someone who has completed a series of 5 federal tax courses in individual and small business income tax preparation. This nationally recognized certificate program enables students to start working and earning money as a tax preparer while completing coursework toward the CTP credential! With the talk of more requirements for tax preparers, many preparers have decided to work towards becoming an IRS Enrolled Agent (EA), the most distinguished credential in the tax industry. The CTP is the perfect career path for the EA!. Full description of Chartered Tax Professional Business Package

Financial Risk Manager (FRM)
In recent years, the globalization of financial markets, the emergence of international banking regulations and the rapid growth of new sophisticated products have dramatically elevated the role risk management plays in an organization. The Financial Risk Manager (FRM) exam leads to the Financial Risk Manager Certification - a prestigious designation granted by Global Association of Risk Professionals (GARP) since 1997. GARP certifies Risk professionals, Practitioners & Regulators as eligible for independent risk management analysis and decision making for the benefit of the company and its investors.. Full description of Financial Risk Manager (FRM)

Intuit QuickBooks 2015
QuickBooks is one of the most powerful tools you will use in managing your business. In addition to being a robust bookkeeping program, QuickBooks is a management tool. When set up and used properly, QuickBooks allows you to track and manage income, expenses, bank accounts, receivables, inventory, job costs, fixed assets, payables, loans, payroll, billable time, and equity in your company. It also provides you with detailed reports that are essential to making good business decisions. Throughout this course, you will learn in detail about the features in QuickBooks. This course can help you prepare to take the QuickBooks User Certification Exam. After passing the exam, you become an Intuit QuickBooks Certified User, which validates your QuickBooks knowledge.. Full description of Intuit QuickBooks 2015

Intuit QuickBooks Online Plus
In this course, you will learn how to use QuickBooks Online plus by completing two monthly accounting cycles. In the first lessons, accounting for selling service items will be covered. In later lessons, both service items and inventory items that are sold will be covered. Preparing payroll and creating a new company will also be included. Prior to taking this course, you should be familiar with the accounting cycle and how it is related to a business. While no prior knowledge of QuickBooks Online is required, it will be beneficial to have an understanding of accounting principles.. Full description of Intuit QuickBooks Online Plus

Professional Risk Manager (PRM)
The Professional Risk Manager Program is a competitive exam that tests a professional’s competence in the field of risk management. This program is certified by The Professional Risk Managers International Association (PRMIA). Visit their website www.prmia.org. Today’s risk professional is expected by regulators and shareholders alike to know and understand industry best practices and to be committed to using them. The PRM certification sends the message to stakeholders that you set the standards. This course offers the students online tutorials for certification exams, ePRM Coach, and a comprehensive self-study guide for the Professional Risk Manager (PRM).. Full description of Professional Risk Manager (PRM)

Professional Tax Preparer Certification (DL)
The personal income tax preparation course teaches you how to become a tax preparation specialist equipped to prepare both state and federal income tax filings for individuals and businesses. It also teaches you the current tax guidelines needed to prepare tax filings, plus it provides an overview of the documents, statements and other necessary filing materials.. Full description of Professional Tax Preparer Certification (DL)

Start Your Own Business in Bookkeeping Administration Expert
The purpose of this course is to give the student tools, information, and strategies to equip them in a way that will give them the best chance of success when starting a business. We will discuss topics such as risk, economics, the global market, ethics, legal considerations, organization, human resources, and marketing. As a student reads, completes practices and assignments, discusses with others, and takes assessments, he or she will gain a practical understanding of the components of a small business and the steps that one takes to create and establish that business, from the idea, to the business plan, to the strategies for helping that business to succeed and grow.. Full description of Start Your Own Business in Bookkeeping Administration Expert

Start Your Own Business in Bookkeeping Administration Professional
The purpose of this course is to give the student tools, information, and strategies to equip them in a way that will give them the best chance of success when starting a business. We will discuss topics such as risk, economics, the global market, ethics, legal considerations, organization, human resources, and marketing. As a student reads, completes practices and assignments, discusses with others, and takes assessments, he or she will gain a practical understanding of the components of a small business and the steps that one takes to create and establish that business, from the idea, to the business plan, to the strategies for helping that business to succeed and grow.. Full description of Start Your Own Business in Bookkeeping Administration Professional


Certificates

Banking Management Operations
This program acquaints the participants with an in-depth understanding of various knowledge areas that are required of banking professionals. The students will be equipped with the knowledge of the various banking products, operational aspects, and various technology and regulatory requirements. The students will also be provided with essential management and operational technology skills required to work effectively.. Full description of Banking Management Operations

Comprehensive Tax Course with Business Package
Learn to prepare tax returns for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C). Learn how to research tax issues.. Full description of Comprehensive Tax Course with Business Package

Comprehensive Tax Course with Career Package
Learn to prepare tax returns for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C). Learn how to research tax issues.. Full description of Comprehensive Tax Course with Career Package

Corporate Treasury Management
This program is designed to introduce students to the many career options in the finance profession, including cash and treasury management. It also provides students with the analytical expertise and practical knowledge necessary to excel in finance professions.. Full description of Corporate Treasury Management

Financial Planning and Wealth Management
Financial Planning and Wealth Management is a course designed to prepare students for a career in paraprofessional work for investment companies, banks, insurance companies, or corporations. This comprehensive distance learning course covers the key details of the financial planning process for individuals who would like to assist financial planners. This class is not designed to prepare students for the Certified Financial Planner Certification exam.. Full description of Financial Planning and Wealth Management

Fundamentals of Accounting
This course will provide an introduction to the concepts and uses of accounting in a business environment. The primary areas of study in this course include analysis of business transactions, recording procedures and the use of ledgers and journals, accounting for sales and purchases, managing cash, payroll, accruals and deferrals, and preparation and analysis of basic financial statements. After completing this course, students will have solid understanding of business and financial accounting and its role in bookkeeping administration.. Full description of Fundamentals of Accounting

Global Capital Markets
The certificate in Global Capital Markets is a specialized program for professionals who want to acquire in-depth understanding of the financial markets. This course integrates the conceptual knowledge with procedural information about how markets function along with analysis skills.. Full description of Global Capital Markets

Retail Banking
This program acquaints the participants with an in-depth understanding of various knowledge areas that are required of a modern banking professional. The students will be equipped with the knowledge of the various retail banking products, how to effectively sell these products and services, and how to build a long-term relationship with their customers. The students will also be provided with essential technology skills required to work effectively.. Full description of Retail Banking


Courses

Advanced Income Tax Preparation Level 1
Students will study Earned Income Tax Credit (EIC or EITC), clergy income and investments. The course continues with a more in-depth study of employee business expenses, Schedules C and E, at-risk rules and passive activities. Upon completion the student will be able to assist individual taxpayers with more in-depth . Full description of Advanced Income Tax Preparation Level 1

Advanced Income Tax Preparation Level 2
Students will study more specialized areas of taxation in this course. This course covers mended returns, special needs and concerns for seniors, tax issues for high income taxpayers, net operating losses, special issues for Schedule D, tax issues for divorced and separated taxpayers, tax planning, savings strategies, updates, guidance in responding to the IRS, state returns and nonresident alien returns. Upon completion of this course a student ill be able to complete specialized individual returns. Prior tax knowledge and experience are required for this course.. Full description of Advanced Income Tax Preparation Level 2

Asset and Liability Management for Insurance Companies
The program has been designed to discuss concepts and case studies on Asset Liability Management for the insurance industry. The course discusses and reviews ALM concepts such as cash flows and risks of insurance products (assets and liabilities), applicable regulatory and capital guidelines, actual case studies and current trends and developments. The course has been designed to be conceptually sound and practical.. Full description of Asset and Liability Management for Insurance Companies

Asset Securitization Training
Asset Securitization (AS) has revolutionized the field of finance. AS provides an opportunity for financial institutions to enhance liquidity, generate fee-based income, and optimize the usage of capital. Asset Securitization is a source of competitive financing for corporations. For investors, Securitized Assets offers additional investment opportunities with diverse risk/return trade-offs.. Full description of Asset Securitization Training

Corporate Governance Training
Corporate governance deals with the complex set of relationships between the corporation and its board of directors, management, shareholders, and other stakeholders. In the recent years, the regulators and legislators have intensified their focus on how businesses are being run. They are endeavoring to create a template for new corporate governance and disclosure measures, which is beneficial for both the stakeholders and controllers.. Full description of Corporate Governance Training

Credit Derivatives Training
The development of credit derivatives is a logical extension of two significant developments: securitization, and derivatives. Credit derivatives are contracts that transfer an asset’s risk and return from one counterparty to another without transferring ownership of the underlying asset. The choice of the contract depends upon the goals a financial institution is looking to achieve. The global market for credit derivatives is still quite small compared with other derivatives markets, but it is growing rapidly. A number of impediments could slow the growth of this market, most of which revolve around the complexity involved in pricing and documenting these transactions.. Full description of Credit Derivatives Training

Financial Mathematics
Financial Mathematics is a building block to learners in the field of finance. The topics expose the user to fundamental concepts such as cash flows, present value, future value, yield and probability that form the basis for further advanced learning.. Full description of Financial Mathematics

Investing in Stocks and Bonds
This course will provide the beginning investor with the skills and knowledge necessary to begin investing in stocks and bonds. As a new investor, it is important to understand how the stock market works, types of investments and where and how to begin. The strategy and approach you employ, after market research and due diligence covered in-depth throughout this course, will help you successfully and easily make your first trade. This comprehensive course will use learning activities, practice exams, and assignments to help students learn the foundational components to becoming a successful investor. . Full description of Investing in Stocks and Bonds

Market Risk - Basic, Intermediate, Advanced
Every professional involved in the Global Financial Services industry would benefit from this training! This comprehensive course covers several important topics in the industry such as: Statistical concepts, Risk measurement, Back Testing, Stress Testing, and Value of Risk methodologies, used by leading financial institutions worldwide.. Full description of Market Risk - Basic, Intermediate, Advanced

Operational Risk Management
Changes in markets, techniques, technologies, and products have altered the landscape of Operations and fueled the explosive development of Operational Risk management. The regulators of financial and public companies are demanding a far greater level of disclosure and awareness by directors about the risks they manage and the effectiveness of the controls they have in place to reduce or mitigate these risks. There is also a greater realization that a major source of earnings volatility can be attributed to the way a firm operates and not “financial risk”. All these changes have triggered the need for an efficient Operational Risk Management system in organizations.. Full description of Operational Risk Management

Right On the Money - Personal and Practical Personal Finance
Today’s ever changing financial situations necessitate that each person with an income and responsibilities have a solid and practical personal financial plan, firmly in place. This class is designed to provide that basic personal financial planning. The class provides a curriculum with the plans and procedures that will help anyone identify, understand, and accomplish their financial goals. This course covers personal financial planning, asset and credit management, savings/investment and retirement planning.. Full description of Right On the Money - Personal and Practical Personal Finance

Sarbanes-Oxley Act Training
The series of corporate financial scandals that took place in the United States has led to the framing of new legislation called Sarbanes-Oxley Act. This legislation was implemented to help strengthen corporate governance, restore investor confidence, and eliminate corporate corruption. The law was intended to bolster public confidence in the nation’s capital markets and imposes new duties and significant penalties for non-compliance to executives, directors, auditors, attorneys and securities analysts in public companies.. Full description of Sarbanes-Oxley Act Training

Small Business Income Tax Course Level 1
Recent economic changes make it more important than ever for taxpayers to claim all of the credits and deductions due to them and to pay no more than the exact amount of taxes they owe. As a result, qualified tax preparers are in high demand.. Full description of Small Business Income Tax Course Level 1

Small Business Income Tax Course Level 2
Recent economic changes make it more important than ever for taxpayers to claim all of the credits and deductions due to them and to pay no more than the exact amount of taxes they owe. As a result, qualified tax preparers are in high demand.. Full description of Small Business Income Tax Course Level 2


CEU

California Business Tax Liabilities Continuing Education Course
This course will provide the tax knowledge needed to start a California business or to assist a client in starting a California business. Our current courses are based on last year’s tax law because this year’s tax code is not finalized until December. We provide all students with a free Tax Law Update once the IRS issues updates.. Full description of California Business Tax Liabilities Continuing Education Course

Ethics Seminar CE courses
Upon completion of this course you will be able to describe professional responsibilities in tax return preparation, determine the actions necessary to maintain client confidentiality and identify the requirements to practice before the IRS. This seminar qualifies for EA CE.. Full description of Ethics Seminar CE courses

Tax Law Updates Seminar
With this seminar you will gain an understanding of new or changed tax laws. 3 Hours CE Credit.. Full description of Tax Law Updates Seminar

 

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