Fast Fact Lessons
Short topic specific lessons that provide useful overviews of financial planning concepts and tools.
Bundle includes
Here are all the products that are included in your bundle.
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Resource Library
Fast Facts- Common Tax Forms
CourseUnderstand the most common tax documents encountered when servicing Financial Advisory Clients
Free
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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.
Free
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Fast Facts
Fast Facts- Margin Accounts
CourseThe basics of Margin Accounts, part of AEP's Fast Facts lessons
Free
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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
Free
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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.
Free
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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
Free
