All Courses

This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, alternative minimum tax, tax traps, and more. The in-depth…

In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio…

This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial…

This capstone course bridges academic coursework with actual practice management by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial…

This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate…

This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation to make financial planning decisions within…

An examination of the role of various investment vehicles in meeting financial goals, securities markets, sources of information about the various instruments traded and the procedure of trades. This course introduces various market theories, including modern…

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The…

This course is based on the fundamental principle that the first step to successfully investing your money is to not lose it. Covering the theory and practice of behavioral finance, including a history of financial bubbles, scams, and a study of the…

This course examines how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools employed for managing…

This course explores the basics of business valuation, including how businesses, equity and enterprise are valued. Students learn the main methods of valuation (intrinsic and relative), their strengths and weaknesses and when to apply each. Topics include…

This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company's prospects via merger and acquisition (M&A). This course combines an analytical…

A survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various…

This course covers tax and legal aspects of forming, operating and dissolving partnerships. Topics include the definition and conduct of a partnership; property, services, basis and holding periods; interest and liabilities; operational and at-risk rules;…

This course examines classification of corporations and associations, organization of corporations, transfers of property to and from a corporation, small business stock, dividend distributions, earnings/profits, property dividends, basic problems in…

This course provides a fundamental introduction to the complexities and responsibilities of payroll tax laws, forms and accounting; and is targeted to those who employ others, are responsible for complying with the various tax laws or work in a payroll…

This course is designed for attorneys, taxation professionals and others actively working in the real estate industry who are interested in taxation issues associated with real estate transactions. The course builds on the basic tax principles learned in MGMT…

This course is for accounting, tax and finance professionals; international business managers; and lawyers who work with cross-border transactions involving the United States. Instruction explores the application of U.S. tax law to U.S. individuals and…

This course provides practical knowledge of the day-to-day practices and procedures of the Internal Revenue Service from rulings, collections and criminal enforcement with specific references to statutes and regulations. Students are introduced to the civil…

This course teaches participants how to use QuickBooks Online, the cloud-based version of QuickBooks. Ideal for business owners, office managers, and bookkeepers, participants use a sample company to get hands-on experience with navigating through the…

This is the second course of the two-course Bookkeeping and Accounting Essentials sequence. This course covers accounting for promissory notes payable and receivable and the related interest calculations; the valuation of accounts receivable using various…

This introductory course is the first course in the Bookkeeping Essentials sequence and provides an overview of the essential skills needed to be a successful bookkeeper. The course is ideal for bookkeepers and accountants who are early in their career or…

In today's global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher…

The business scandals of recent years have highlighted the importance of ethical behavior in the accounting profession. This course covers the elements necessary to make proper ethical decisions by first defining what ethics are and then identifying the…

This internship provides practical experience in a variety of accounting or taxation job functions within public accounting, private industry or the nonprofit environment and offers an opportunity to apply the material previously studied in your accounting or…

This course introduces students to the internal audit profession and the internal audit process and is designed for accounting, auditing and business students; CPAs, CIAs, and CMAs or candidates; controllers and internal auditors; financial and auditing…

This course examines the auditing principles governing the responsibilities of certified public accountants in their examination of clients' financial statements. Professional ethics, legal liability, internal control, evaluation, sampling techniques and…

This course covers the nature, objectives and procedures of cost accounting and control. Topics include job costing and process costing, joint product costing, standard costs, theories of cost allocation and absorption, uses of cost accounting data for…

This course, which takes place in a computer lab, covers the features and functions of Enterprise Business Software, often referred to as ERP Systems or Automated Accounting packages. The course covers the basic structure of these packages, order-to-cash…

This course introduces the basic principles and concepts of Enterprise Risk Management (ERM). You gain an understanding of how ERM integrates into an organization's governance structure and processes and explore the drivers for and value of an ERM program.…