Fast Fact Lessons
Short topic specific lessons that provide useful overviews of financial planning concepts and tools.
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Financial Foundations Program
Exchange 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
Financial Foundations Program
The basics of Margin Accounts, part of AEP's Fast Facts lessons
Free
Financial Foundations Program, Fast Facts
A 5 min explanation of the Back Door Roth Strategy and an important potential pitfall to avoid
Free
Financial Foundations Program, Fast Facts
Workplace 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
Financial Foundations Program, Fast Facts
A summary of a unique planning strategy for clients who own highly appreciated company stock inside their 401k plan
Free
Financial Foundations Program, Fast Facts
Donor-Advised Funds are philanthropic vehicles that offers individuals, families, and entities the flexibility to support charities of their choice over time. This 5 minute course provides an overview of what they are, the pros and cons.
Free