Fast Fact Lessons
$175- Ten-minute, topic-specific lessons that provide a useful overview of commonly employed financial planning concepts and strategies.
Bundle includes
Here are all the products that are included in your bundle.
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Resource Library, Fast Facts
Fast Facts- Common Tax Forms
CourseUnderstand the most common tax documents encountered when servicing Financial Advisory Clients
$49.99
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Fast Facts, Investments
Fast Facts-Exchange Funds
CourseExchange Funds are a unique strategy sometimes utilized by high net worth clients. Understanding the complexities of these products will help build trust and confidence with your top clients.
$49.99
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Fast Facts
Fast Facts- Margin Accounts
CourseThe basics of Margin Accounts, part of AEP's Fast Facts lessons
$49.99
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Fast Facts, Financial Concepts
Fast Facts- The Back Door Roth IRA Strategy
CourseA 5 min explanation of the Back Door Roth Strategy and an important potential pitfall to avoid
$49.99
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Fast Facts, Financial Concepts
Fast Facts-Workplace Retirement Plan Rollovers
CourseWorkplace retirement plans are a common source of funding for client IRA accounts. In this lesson you will learn the steps to process a rollover with a client and what considerations to be aware of to make it go as smoothly as possible.
$49.99
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Fast Facts, Financial Concepts
Fast Facts-NUA/Net Unrealized Appreciation
CourseA summary of a unique planning strategy for clients who own highly appreciated company stock inside their 401k plan
$49.99
Explore Our Programs
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Financial Advisory Client Service Certificate Program℠
BundleAdvisory Eduction Partner's Client Service Associate Certificate Program
$299
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Financial Foundations
Bundle$ 299- Lessons covering foundational concepts: asset ownership, qualified plans, RMDs, basic estate planning, investments & insurance. Ideal for those new to working in a financial advisory practice.
$299.99
