Special discounts are available for groups, corporate accounts and students taking multiple courses. To learn more, call us toll-free at: 1-877-211-4523

Real Estate Professional Development

Please check the box next to the course(s) you wish to take. Then click the "Add To Cart" button to proceed with registration.

Course Title Hours Price

Course Title:
Dealing with Conflict and Confrontation

Course Description

Dealing with conflict and confrontation is one of the most important skills you can learn. Most of us have a certain dread of confrontation – we fear being cheated; we’re scared of letting others know what we really think and feel for fear they’ll use it against us; we believe our honesty will hurt other so we avoid confrontation or put on a strong front.

Learning Objectives

1. To accept human differences as inevitable
2. To help you lose your fear of conflict
3. To teach you maneuvers people use to get what they want so that you can protect yourself
4. To present alternatives to the fight/flight behaviors most of us currently use in confrontations.
5. To learn to problem solve instead wanting to get even
.

Topics Covered

  • Introduction
  • LESSON 1: Analyzing Conflicts
  • LESSON 2: Non – Confrontational Conflict – Resolution Strategies and Their Effects
  • LESSON 3: Contending
  • LESSON 4: Escalation
  • LESSON 5: Problem Solving
2 $20

Course Title:
Creating Value Through Innovation

CATEGORY:
Life.

Course Description

This course provides information about innovation, and why is the key to any successful corporate strategy seeking to create long – term, sustainable value. It examines companies who have made innovation a part of their growth strategy, and discusses why each strategy works.

Learning Objectives

  • Understand why physical or financial restructuring may not be enough to build long – term value for your company
  • See how successful innovators have created tremendous growth for themselves
  • Learn additional strategies that could provide growth and value for your company
  • Identify the most essential element of any successful innovation

Topics Covered

  • Introduction
  • LESSON 1: Introduction
  • LESSON 2: Successful Innovators
  • LESSON 3: How Can Your Company Innovate?
1 $15

Course Title:
Creating Value Through Financial Management

CATEGORY:
.

Course Description

This course provides a concise overview of how financial management is used to create higher market values for an organization. Since the information contained within these lessons deals with advanced topics, the user should have a good working knowledge of both accounting and financial management prior to taking this course. Creating Value Through Financial Management is recommended for 6 hours of Continuing Professional Education.

Learning Objectives

  • How to move your company into more value – added activities
  • How to break the accounting habit, and why you should
  • How to understand the difference between cash – flow and earnings
  • How to look for value that is not on the Balance Sheet
  • How to restructure a company
  • Is a merger the right plan?
  • How to initiate Value Based Management in your company
  • How to measure the creation of value
  • How to use innovative strategizing to create real value

Topics Covered

  • Introduction
  • LESSON 1: The New Role of Finance
  • LESSON 2: Value – Based Management
  • LESSON 3: Measuring Value
  • LESSON 4: Real Sources of Value

REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:
This course has been approved for 6 hours.

COURSE PRE – REQUISITE:
N/A.

TESTING:
Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:
Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

Matt H. Evans, CPA, CMA, CFM

Matt has 15 years in financial management, including performance measurement systems, due diligence, strategic planning, and value – based management. He has a diverse background in several sectors – private companies, public companies, government, nonprofits, and educational including a solid understanding of overall technology, including Virtual Private Networks, 3G Wireless technology, Portals, and Web Services.

He holds a B.S. in Accounting from Louisiana State University.
.

6 $40

This course provides a look at the difference between defined benefit and defined contribution plans, profit sharing plans, and 401(k) and 403(b) plans. Contributions, taxation, and distribution are discussed for each plan.

3 $30

Course Title:
Consumer Protection Law

CATEGORY:
.

Course Description

This course will provide you with an understanding of basics of consumer protection and the various Federal consumer protection laws. The area of consumer credit is covered in some detail due to it’s over riding influence in our daily lives. The role and activities of the Bureau of Consumer Protection are explored with an emphasis on the financial and marketing practices of the bureau. Also briefly explained are common violations of consumer protection laws.

Learning Objectives

  • Learn what is meant by consumer protection
  • Learn about the Federal Trade Commission’s Law Enforcement Authority
  • Learn about the various areas of consumer protection
  • Define what is consumer credit
  • Identify the different consumer credit laws
  • Learn about the Bureau of Consumer Protection
  • Identify the some of the consumer protection violations
  • Identify the various divisions operating within the Bureau and their roles

Topics Covered

  • Introduction
  • LESSON 1: Federal Trade Commission Act
  • LESSON 2 : Areas Of Consumer Protection
  • LESSON 3: Consumer Credit
  • LESSON 4: Bureau Of Consumer Protection

REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:
This course has been approved for 1 hour.

COURSE PRE – REQUISITE:
N/A.

TESTING:
Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:
Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:
This course is created and brought to you by 360Training, a leading provider of accredited e – learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e – learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost – effective as possible.

If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.

1 $15

Course Title:
Commercial General Liability Insurance

CATEGORY:
N/A.

LEVEL:
Basi.

Course Description

The peril of liability is one of the most severe risks facing any organization today. Operating an organization without liability insurance puts owners at risk. Learning about liability insurance is a great way to prolong the life of your organization! This course covers broad issues of liability insurance and Workers’ Compensation.

Learning Objectives

  • The basics of commercial liability insurance
  • Commercial liability insurance coverage
  • Commercial liability insurance policy
  • The basics of worker’s compensation and employers liability insurance
  • Worker’s Compensation and employers liability insurance policy

Topics Covered

  • Introduction
  • LESSON 1: The Basics of Commercial Liability Insurance
  • LESSON 2: Commercial Liability Insurance Coverage
  • LESSON 3: Commercial Liability Insurance Policy
  • LESSON 4: Workers’ Compensation and Employers Liability Basics
  • LESSON 5: Workers’ Compensation and Employers Liability Insurance Policy
3 $30

Course Title:
Capital Budgeting Analysis.

Course Description:
This course covers the process and tools of capital budgeting analysis. From the basic definitions of financial terminology to in – depth concepts, the course explains in detail with examples and detailed illustrations, where pertinent. .

The concepts of net present value, internal rate of return, and payback period, which form the backbone of capital budgeting, are studied in detail. .

Additionally, the course covers such concepts as project risk vs. uncertainty. Topics such as discount rates, tools to assess the worth of a project, post analysis, study of economics and international factors all combine to make this a well – rounded course of capital budgeting..

Learning Objectives

  • Definition of capital expenditure
  • Understanding capital budgeting analysis
  • Understanding decision analysis
  • Understanding option pricing
  • Understanding discounted cash flows
  • Importance of present value calculations
  • How to calculate the present value of cash flows
  • What part does “relevancy” play in discounted cash flows
  • Understanding economic factors affecting your project
  • How to calculate net investment in your project
  • Calculation of net present value of your project
  • Calculation of modified internal rate of return (IRR)
  • What is discounted payback
  • Calculation of discounted payback period
  • How to evaluate risk of your project
  • Considerations for international projects
  • Post analysis of your project

TOPICS COVERED: .

Introduction.

Lesson 1: The Process of Capital Budgeting.

Lesson 2: Calculating Discounted Cash Flows.

Lesson 3: Economic Criteria for Evaluating Capital Projects.

Lesson 4: Additional Considerations for Capital Budgeting Analysis .

.

2 $20

Course Title:
Business Writing

Course Description

Writing is an important part of business – any business! Your writing style identifies who you are and what you know. It is an essential part of the way we communicate and share ideas and information. It’s very easy to have a conversation with someone, but it can be much more difficult to try and put the information in writing. We suddenly become intimidated and feel that our writing does not sound very intelligent. We worry about mistakes, such as grammar or incorrect spelling. We often try to make our writing sound so much bigger than the way we actually speak.

LEARNING OBJECTIVES:

  • The basic guidelines for easier, and more effective writing.
  • A formal presentation that might demand a different vocabulary than a less formal document.
  • The rules of grammar and words that are constantly changing and evolving.
  • Different writing styles to communicate and share ideas and information.
  • Many other types of written communication: resumes, thank – you notes, fax cover letters, service requests, letters of recommendation and complaint letters.

    TOPICS COVERED:
  • INTRODUCTION
  • LESSON 1: VOCABULARY
  • LESSON 2 : GRAMMAR
  • LESSON 3: COMPOSITION
  • LESSON 4: THE FINAL COPY
  • LESSON 5: WHATE WE WRIT.

  • 3 $30

    This course is comprised of four major modules that involve all the details required for ‘Building a Real Estate Practice.’ The course consists of topics in Pricing to Financing, Skills for Professional Success, How to Build a Successful Business and Risk Management. Each topic has been further divided into relevant modules to ease in the learning process for you – the student.

    Several major as well as minor issues in real estate have been addressed in this course. The information is presented through useful study aids such as simple text form, thorough case studies, forms, printable documents and other exercises.

    Topics as simple as market analysis, financing of property through various financing options to calculating, and all the possible loan types have been mentioned as well. Real – life examples will be used to illustrate the important procedural issues as well to more clearly explain IRS Rules and Regulations. The course will cover how a salesperson can understand home inspections to benefit their clients. You will learn to create a business plan, to set realistic and attainable goals and to effectively communicate with both clients and co – workers. You will also know how an assistant can increase your business. In addition, you will learn about proper negotiating, effective communication and the psychology of marketing.

    Proper care and attention must be taken when studying key terms and important concepts. Some concepts are better understood through case studies and various forms that have been made available throughout the course. You, as a professional, must make sure that all such copies should be well documented, filed and kept in a safe storage space for future reference.

    30 $150

    Course Title:
    Asset Management

    CATEGORY:
    Accounting and Auditing

    Course Description

    This course covers broad issues and components of asset management plans. It also explains the discounted cash flow analysis. And the impact of the different assumptions on discounted cash flow analysis. It further goes to describe the factors to consider deciding whether to buy or lease property.

    LEARNING OBJECTIVES:

  • Discounted cash flow analysis
  • The components of Asset Management Plans
  • How to compare Alternative Asset Management
  • The impact of different assumptions on discounted cash flow analysis
  • The factors to consider to deciding whether to buy or lease property
  • The different alternatives to maximize return from distressed property
  • The factors in deciding whether to sell or hold a property.

    TOPICS COVERED:

  • Introduction
  • LESSON 1: Asset Management Essentials
  • LESSON 2: A Successful Renovation
  • LESSON 3: A Matter of Assumptions
  • LESSON 4: The Decision to Buy or Lease
  • LESSON 5: Distressed Property Decisions
  • LESSON 6: The Disinvestment Decision
  • LESSON 7: Complexities of Real Investment
  • LESSON 8: Real Estate Market Research.

  • 3 $30

    Course Title:
    Arbitration and Mediation

    Course Description

    In our modern litigious society, the value of arbitration and mediation in the business sector cannot be understated. This course examines the main objectives behind both methods of litigation, how they differ, how they work, and how final decisions are reached.

    Topics Covered

    • Introduction
    • LESSON 1: Arbitration
    • LESSON 2: Mediation

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 2 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    American Academy of Financial Training Inc. (AAFT), provides outstanding customized training, globally, on a broad mix of financial and banking topics. Our instructors are top practitioners in their respective fields and present information in a captivating, energized, highly interactive style. AAFT experts are also available for consulting and online course development projects. For additional information, log onto our website at www.aaft.net.
    .

    3 $30

    The course has been well – designed to cover all aspects that are essential in Real Estate Appraisal and how to make you, the broker/appraiser more efficient and competent.

    3 $30

    Course Title:
    Anti Money Laundering

    CATEGORY:
    .

    Course Description

    Financial institutions are at the forefront of the battle against the money launderers. It is not only their institutions that the money launderers target to use in their various nefarious schemes but under current legislation they are responsible for policing the financial dealings and reporting any suspicious transactions. This course will dwell upon the new regulatory environment of the securities industry vis a vis money laundering, specifically the USA Patriot Act 2001. The course aims to highlight the key aspects of the USA Patriot Act namely, Suspicious Activity Reporting (SAR) and Know your Customer (KYC).

    Learning Objectives

    • Understand the scope and effect of Money Laundering.
    • Understand the Process and Methodology of Money Laundering.
    • The impact of money laundering on the Operations and responsibilities of Financial Institutions.
    • The regulatory environment vis a vis Money Laundering for the securities industry.
    • The establishment of the Anti Money Laundering Program for securities firms.

    Topics Covered

    • Introduction
    • LESSON 1: Money Laundering Defined
    • LESSON 2: Effects of Money Laundering
    • LESSON 3: Federal Money Laundering Laws for Securities Firms
    • LESSON 4: The USA Patriot Act
    2 $20

    As the Baby Boomer generation reaches retirement age, the issue of how to prepare and safeguard that retirement is becoming an increasingly important topic in the insurance and financial industries. Clients planning for their retirement future often turn to annuities as a source of income and funding. This course explores the function of annuities as investment instruments, the characteristics of fixed and variable annuities, and the benefits and options available with both varieties.

    3 $30

    Course Title:
    Analyzing Financial Statements

    Course Description

    This 1.5 – hour course examines financial statements in detail, including components of a balance sheet, their calculations, and the effects of transactions on the balance sheet and the income statement. Students should have some prior understanding of financial statements before taking this course.

    LEARNING OBJECTIVES:

  • Understand the main components of a financial statement,
  • Identify measures of liquidity, risk of bankruptcy, and asset coverage.
  • Recognize the effect of transactions on a balance sheet, from asset sales to stock splits and dividends.
  • Understand the principle components of an income statement.

    TOPICS COVERED:
  • Introduction
  • Lesson 1: Components of the Balance Sheet
  • Lesson 2: Balance Sheet Calculations
  • Lesson 3: Effects of Transactions on the Balance Sheet
  • Lesson 4: The Income Statement.

  • 3 $30

    Course Title:
    Agency Operations

    Approval Number:
    N/.

    CATEGORY:
    General.

    Course Description

    This course is designed to encompass key issues in the business of agency operations. It looks at the various aspects of risk management, and outlines the workings of the insurance markets as they exist today. To highlight the importance of procedural issues, the course also focuses on issues of Errors and Omissions, and links the same to various aspects of the agency business.

    Learning Objectives

    • Learn about Insurance Agency Operations
    • Familiarize the student with the concept of Risk Management, its purposes and implementation process within the Agency
    • Educate the student about different types of insurance markets as well as insurance company evaluation
    • Familiarize the student with the ethical and legal responsibility pertaining to Insurance Agency Operations
    • Learn about sales and marketing within the agency
    • Familiarize the student with Errors & Omissions, and with E&O planning
    • Understand agency finances including financial management, accounting records, agency accounting and etc.

    Topics Covered

    • Introduction
    • Lesson 1: DEALING WITH RISK
    • Lesson 2: KEY ELEMENTS OF THE RISK MANAGEMENT PROCESS
    • Lesson 3: INSURANCE MARKET CLASSIFICATIONS
    • Lesson 4: ETHICS AND LEGAL RESPONSIBILITY
    • Lesson 5: SALES AND MARKETING
    • Lesson 6: ERRORS & OMISSIONS
    • Lesson 7: AGENCY FINANCES
    • LESSON 8: Insurance Regulation
    • LESSON 9: Policy Illustrations
    • LESSON 10: Consumer Protection in the Insurance Industry
    • LESSON 11: Regulation of Insurance Trade Practices

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 6 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice – president. Licensed for over 20 years in both property/casualty and life/health.

    EXPERIENCE.

    Director, Center for Continuing Education, Austin, Texas
    Manager/Senior Vice – President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
    Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
    District Manager, Farmers Insurance Group, California & Iowa.

    EDUCATION AND LICENSES:
    Masters Of Arts, Business And Administration, Columbia Pacific University
    Bachelor of Science, Mankato State University
    Chartered Life Underwriter & Chartered Financial Counselor Designations
    Registered Health Underwriter & Registered Employee Benefits Counselor.

    6 $40

    The objective of this course is to enlighten the participant in the many important aspects of Internal Revenue Code Section 1031. The course will focus on the benefits of the §1031 exchange for the investor, licensed real estate agent/broker and other parties to the transaction.

    Participants will learn exactly what qualifies under Section 1031 and, furthermore, how to utilize the various types of §1031 exchange formats to enhance their clients’ position in the investment real estate market.

    Real – life examples will be used to illustrate the important procedural issues as well as the IRS Rules and Regulations.

    4 $40

    Course Title:
    Prospecting, Selling & Closing

    Course Description

    Prospecting, Selling & Closing is an on – line, interactive learning experience that builds confidence in the areas of Prospecting, Telephoning and Closing. It will provide sales reps the confidence and competence “to get off to a fast start” and enhance selling skills critical to success. The course includes strong motivational pieces plus selling strategies, techniques, tools and processes that can be easily applied.

    Learning Objectives

    • Discover untapped resources that an provide you with abundant prospects and networking opportunities
    • Develop a strategy to increase your ability to set appointments, under favorable conditions, over the telephone.
    • Understand the essentials of closing to increase your effectiveness in selling.

    Topics Covered

    • Introduction
    • LESSON 1: Prospecting
    • The Common Denominator of Success
    • Paying Attention
    • Personal Observation
    • Dig Before You Dial
    • Endorsement
    • Feed the Names
    • Centers of Influence
    • Multi – discipline Organizations
    • Developing Nests
    • Maintain Action File
    • LESSON 2: Telephoning
    • Acres of Diamonds
    • 4 Key Strategies
    • First 30 Seconds
    • First 16 Words
    • Power Statements
    • Closing Questions
    • Handling Objections
    • Pre – Approach Letter
    • Keeping Sharp
    • LESSON 3: Closing
    • Frank Bettger
    • 3 Essentials of Closing
    • Hidden Persuaders
    • The Most Important Factor
    • 5 Step Closing Strategy
    • Presentation Principles
    • Handling Objections
    • Objection Strategy
    4 $30

    Course Title:
    Property Insurance

    Course Description

    This course is designed to encompass key issues in property insurance. The main focus is divided into four parts: property insurance, commercial property insurance, homeowner’s insurance, and dwelling.
    It looks at the various coverages available and defines what is covered under those plans.

    Learning Objectives

  • Learn about property insurance by focusing on property insurance, commercial property insurance, homeowners insurance, and dwelling
  • Familiarize the student with the different types of policies available and discuss the details of each
  • Learn about the different types of property and what property is covered
  • Discuss the different policies including aspects of exclusions, limitations, and conditions
  • Learn about perils, both insured and excluded
    .

    Topics Covered

    • Introduction
    • LESSON 1: Property Insurance
    • LESSON 2: Commercial Property Insurance
    • LESSON 3: Homeowners Insurance
    • LESSON 4: Dwelling

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 8 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Quizzes – You will not be required to pass the quizes to continue to the next lesson.
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    EC is an accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, he has designed and taught courses to over 25,000 insurance professionals. He has held the insurance positions of agent/broker, manager, and corporate senior vice – president, and has been licensed for over 20 years in both property/casualty and life/health.

  • 8 $50

    Course Description

    This module provides an introduction to kinesics or body language. You will briefly learn about the history and theory of kinesics and its primary creator. You will also learn how to understand people better by observing nonverbal characteristics such as posture, facial expression and attire and verbal characteristics like pitch and vocal habits. By the time you complete this course, you will be able to gather information about a person from his speech, his appearance, his body language and his surroundings.

    LEARNING OBJECTIVES

    Upon completion of this module, the student will be able to.

    • Identify whether a person is lying, frustrated, happy, depressed, etc. from body language exhibited.
    • Distinguish between the different types of nonverbal communication.
    • Recognize behaviors in both familiar and unfamiliar acquaintances from verbal and nonverbal cues, including vocal traits, habits and physical traits.
    • Comprehend the motivations that keep people from seeing objectively.
    • Apply techniques to improve communication and aid understanding.
    • Discern aspects of personality from environmental context, including office, home, social and geographic environments.
    • Recognize hidden communications in conversation.
    6 $45

    Course Description

    This module introduces the student to the strategy, structure and common problems of negotiation. Virtually anyone can profit from improving her negotiation skills; since there is so much cooperative exchange in human life, we regularly encounter situations in which we must bargain with someone else to get what we want. Real estate professionals, whose livelihoods depend on negotiating good deals for themselves and their clients, can benefit from studying negotiation even more than most people.

    This negotiation module is made up of six lessons.

  • Cooperation, Conflict and Negotiation
  • Negotiation Fundamentals and Distributive Bargaining
  • Integrative Negotiation
  • High – Pressure Tactics and Ethics in Negotiation
  • Common Problems in Negotiation
  • Real – World Practice Lesson
  • These lessons begin with basic ideas about conflict, move through detailed discussion of negotiation strategy, and conclude with a real – world practice lesson in which the student applies his new knowledge to examples and case studies.

    LEARNING OBJECTIVES

    Upon completion of this module, the student will be able to.

  • Explain why conflict is a common event in human life, and be able to describe common responses to conflict.
  • Apply his understanding of conflict reactions to make judgments about which response is appropriate in a particular conflict.
  • Describe the central role of concessions and commitments in negotiation.
  • Discover and evaluate her best alternative to a negotiated agreement.
  • Know how to rank his alternatives in terms of preference, and be able to explain how these preferences determine the scope of negotiation.
  • Name and apply some basic strategies for evaluating the offers made during negotiation.
  • Recognize the basic considerations she must explore to prepare for negotiation.
  • Distinguish between the two common styles of negotiation, and make judgments about which style is appropriate for a particular conflict.
  • Outline the central strategies of these negotiation methods, as well as the demands each approach places on negotiators.
  • Spell out the purpose of high – pressure negotiating tactics, and give examples of both the tactics themselves and strategies for managing the high – pressure negotiator.
  • Apply his ethical standard in negotiations, and be able to explain why unethical behavior is a potential problem in negotiation.
  • State the common cognitive errors and psychological tendencies that are the primary pitfalls of the negotiation process, and give details about the problems these issues pose for negotiators.
  • 7 $45

    Course Description

    Professional success, as well as the ability to close important real estate transactions, depends upon the ability to communicate effectively. Fortunately, the basics of effective communication are similar for most professional mediums, including business letters, presentations and one – on – one or group discussions, negotiations sessions and interviews.

    In essence, all effective communication is logically structured and appropriately presented. Knowing how to structure, and then appropriately present your ideas, is not always easy. By studying rhetoric – the ability to identify the available means of persuasion in a particular situation, and then utilizing those means effectively – you will be able to connect with the people around you and present you ideas in a clear, appropriate and efficient manner.

    This module will outline how to communicate effectively in most business – related correspondence. Initially, this module defines rhetoric. It then explains the differences between inartistic, or found, information and artistic, or invented, information, as well as how these groupings impact the structure of your argument and ideas. As we will see, persuasion affects only the delivery of artistic information, so it is on this topic that this module will focus.

    The majority of this module will focus on defining and discussing three classic approaches to persuasion: logos, ethos and pathos, and how you can use them effectively in your daily real estate negotiations and correspondence. Consequently, many topics, with which the student may already be familiar, will be addressed, such as business etiquette and “professionalism;” the role of empathy, and how to develop empathy in an audience; and the importance of concise language, proper diction and logical structure.

    This module will conclude with a series of ten case studies and an interactive activity that will require you to utilize the information presented in this module. This portion of the module will integrate the different ideas presented throughout the module to help ensure that you have a comprehensive understanding of the material presented.

    LEARNING OBJECTIVES

    Upon completion of this module, the student will be able to.

    • Explain the difference between “artistic” and “inartistic” information and the order in which they should appear in a well – structured argument.
    • Define the three different approaches (ethos, pathos and logos) used to present persuasively artistic information.
    • Define “rhetoric” as the act of identifying and utilizing the means of persuasion available in a given situation.
    • Use and present effectively inartistic information, or data.
    • Present himself or herself as a respectable professional whom people will trust.
    • Produce and manage emotions in a negotiation session.
    • Utilize logic, emotion and the appearance of ethical character as persuasive tools.
    • Identify the common persuasive tools that other people may attempt to utilize.
    6 $45

    This course addresses the various types of customer accounts and their management by third parties, and how and why accounts are closed or transferred. The student will also gain an understanding about the calculations required for margin accounts, and learn about short sales.

    5 $40

    Course Title:
    Managing Corporate Records

    CATEGORY:
    .

    Course Description

    Recent news events have brought to attention the severe legal and audit risks associated with records management programs that are not fully and systematically enforced. This course will cover the critical issues and steps you need to know to establish and enforce a records management program that is simple and legally defendable.

    Learning Objectives

    • Define Records Management
    • Identify the primary benefits of a records management program
    • Learn the basic elements of implementing a records management program
    • Explain the lifecycle model
    • Identify the rules governing the retention and destruction of records
    • Learn about the National Standard
    • Identify reasons for establishing a records management program
    • Learn about the associated risks
    • Identify valuable audit techniques
    • Learn about the Corporate Responsibility Legislation
    • Identify ways to avoid litigation
    • Learn about record naming and retention standards
    • Exposure to typical approaches to records control

    Topics Covered

    • Introduction
    • LESSON 1: What is Records Management?
    • LESSON 2: Implementing a Records Management Program
    • LESSON 3: Enforcing Records Management
    • LESSON 4: Legal Ramifications of Records Control
    • LESSON 5: Best Practices of Records Control
    1 $15

    Course Title:
    Life, Health, Disability and Long Term Care

    Course Description

    This course provides an overview to the insurance students about four main types of insurance policies. The four policies Life, Health, Long Term Care and Disability Insurance are the most widely selling policies in the insurance industry.
    This course contains some valuable information about the principles of life, health, disability and long term care insurance policies, some important related definitions, needs for the purchase of different kinds of insurance policies, application process for applying these kids of insurance, their after effects and different sub forms of these insurance policies.

    LEARNING OBJECTIVES:
    Understand the mechanics of Life Insurance, its need and importance.
    Understand the application process.
    Understand the policy clauses.
    Differentiate between the various types of insurance companies.
    Understand the concepts of Whole Life Insurance, Joint Life Insurance etc.
    Identify the various types of Permanent Insurance.
    Compare Term and Permanent Insurance.
    Distinguish between various Policy Variations.
    Learn the mechanics of filing claims, receipt of proceeds.
    Understand the need for, and the mechanics of, Insurance Underwriting.
    .

    TOPICS COVERED:

  • Introduction
  • Lesson 1: LIFE INSURANCE
  • Lesson 2: HEALTH INSURANCE
  • Lesson 3: LONG – TERM CARE INSURANCE
  • Lesson 4: DISABILITY INSURANCE.

  • 4 $30

    This course covers broad issues of investment risk and policy, including economic factors that affect investments. Further, the idea of investment risk is defined and expanded upon, and then applied to the concept of suitability.

    3 $30

    This course approaches investments from an analytical point of view, offering outlooks on risk, quantitative evaluation, strategies and portfolio management. Retirement plans and ERISA (Employee Retirement Income Security Act) are also discussed as investment options.

    3 $30

    Course Title:
    Introduction to Property and Casualty and The Insurance Contract

    CATEGORY:
    Adjuster.

    Course Description

    This course will introduce you to the basic principles of insurance, including the concept of risk, the different types of risk, and techniques in managing risk. It will introduce you to several basic elements and terms used in the insurance industry. The course will focus on explaining the insurance contract by introducing and reviewing its various parts, including: the elements, characteristics, and parts of a contract, as well as various policy organizations. It will also lesson focus on the insurance transaction. The transaction includes such things as the application process, how the policy is selected, underwritten, and rated. This section will also review some of the legal requirements of applicants and the insurance company, with respect to the insurance transaction.

    Learning Objectives

    • Learn the types of Insurance companies that are available to consumers.
    • Study the basic structure, and types of Property and Casualty insurance.
    • Review who and what exactly makes up and insurance company.
    • Gain an understanding of how the industry is regulated, and who regulates it.
    • To review the insurance contract by discussing its key elements.
    • To learn the basics of the insurance transaction.

    Topics Covered

    • Introduction
    • Lesson 1: Principles of Insurance
    • LESSON 2: The Insurance Company
    • LESSON 3: Marketing Property and Casualty/ The Insurance Contract
    • LESSON 4: The Insurance Transaction

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 6 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:

    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice – president. Licensed for over 20 years in both property/casualty and life/health.

    EXPERIENCE.

    Director, Center for Continuing Education, Austin, Texas
    Manager/Senior Vice – President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
    Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
    District Manager, Farmers Insurance Group, California & Iowa.

    EDUCATION AND LICENSES:
    Masters Of Arts, Business And Administration, Columbia Pacific University
    Bachelor of Science, Mankato State University
    Chartered Life Underwriter & Chartered Financial Counselor Designations
    Registered Health Underwriter & Registered Employee Benefits Counselor.

    6 $40

    This course covers broad issues on commercial real estate. It puts emphasis on understanding the dynamics of Investment properties and the skills required for a career in this field of work. You will learn methods and ideas for marketing a commercial investment listing. We will also look at traditional management theories and will discuss the skills and characteristics necessary to be a good manager, and then we’ll talk about management in real estate.

    Furthermore, this course and related Modules will cover the issues related to the Investment Specialists job, transactions involved and the essential product knowledge. You will also learn how to estimate a property’s net operating income so that you can judge whether the property would be a suitable and profitable investment.

    3 $30

    The Gramm – Leach – Bliley Act, also known as the Financial Modernization Act of 1999, repealed the Depression – era barriers that separated banking, insurance and securities, allowing all three to engage in a statutorily provided list of financial activities. This course will examine the broad umbrella of “financial institutions” that are covered under Gramm – Leach – Bliley, and discuss the financial activities they may engage in.

    1 $15

    This course is designed to increase your knowledge of federal and state fair housing laws and related civil rights and anti – discrimination laws that affect real property transactions. All real estate licensees need to understand who is protected by the fair housing laws, what acts are prohibited by these, and how the fair housing laws are enforced.

    The more knowledgeable you are about fair housing, the less likely you will be to commit fair housing violations. Course topics covered in this course include transactions covered by the law, discrimination, HUD advertising guidelines, equal housing opportunity, the equal credit opportunity act and the Americans with Disabilities Act.

    3 $30

    Course Title:
    Evaluating Financial Performance

    CATEGORY:
    .

    Course Description

    This course provides a basic understanding of how to use ratio analysis for evaluating financial performance. It discusses the scope, significance and calculation of ratios whose understanding is key to evaluating the financial strength of a company.

    Learning Objectives

    • Appreciate the significance of using ratios
    • Understand Return on Equity and its components
    • Understand, calculate and use Liquidity Ratios
    • Understand, calculate and use Asset Management Ratios
    • Understand, calculate and use Profitability Ratios
    • Understand, calculate and use Leverage Ratios
    • Understand, calculate and use Market Value Ratios
    • Compare financial statements

    Topics Covered

    • Introduction
    • LESSON 1: RETURN ON EQUITY
    • LESSON 2: LIQUIDITY RATIOS
    • LESSON 3: ASSET MANAGEMENT RATIOS
    • LESSON 4: PROFITABILITY RATIOS
    • LESSON 5: LEVERAGE RATIOS
    • LESSON 6: MARKET VALUE RATIOS
    • LESSON 7: COMPARING FINANCIAL STATEMENTS
    2 $20

    This course covers broad issues and describes the procedures for measuring the total square footage of detached single – family homes and multifamily gross building areas. The methods employed will standardize the calculation process and enable the users of this information to obtain accurate and reproducible measurements for total gross living area of residential properties. The student will learn how to treat the finished areas above and below grade, finished living area above the garage, and the unfinished areas within the structure. The standard will allow individuals and organizations to agree and cooperate in communicating these square footage quantities to users for this information.

    6 $40

    This course focuses on the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. Estate Planning Basic begins with a consideration of the estate planning process and the documents of transfer. In addition, estate planning techniques such as trusts, marital and charitable deduction vehicles, post – mortem planning, and intra – family businesses and property transfers are also discussed.

    3 $30

    This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system.

    It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra – family business and property transfers are then discussed. The course ends with a consideration of post – mortem tax planning.

    3 $30

    Course Title:
    Equities

    Course Description

    This course provides the student with general characteristics of equity securities, including various aspects of stocks and government securities, rights and warrants, computations of interest, yield and price, and how to make recommendations to customers. An educational must – have for beginners in the banking and financial industries.

    LEARNING OBJECTIVES:

  • Learn the general characteristics of equity securities
  • Understand the various aspects of stocks and government securities
  • Learn about the various types of rights and warrants
  • Understand computations of interest, yield and price calculations
  • Learn how to make recommendations to customers
  • Understand the purpose and types of convertible securities, U.S. government securities and U.S. government Agency Securities
  • Learn about the purpose of collateralized mortgage obligations (CMOs)

    TOPICS COVERED:

  • INTRODUCTION
  • LESSON 1: GENERAL CHARACTERISITCS OF EQUITY SECURITIES
  • LESSON 2: STOCKS
  • LESSON 3: RIGHTS AND WARRANTS
  • LESSON 4: TYPES OF STOCK IDENTIFIED BY MARKET RISK
  • LESSON 5: CORPORATE BONDS
    LESSON 6 INTEREST, YIELD, AND PRICE CALCULATIONS.

    • LESSON 7 CONVERTIBLE SECURITIES
    • LESSON 8 U.S. GOVERNMENT SECURITIES
    • LESSON 9 U.S. GOVERNMENT AGENCY SECURITIES
    • LESSON 10 COLLATERALIZED MORTGAGE OBLIGATIONS (CMOS)
    • LESSON 11 MAKING RECOMMENDATIONS TO CUSTOMERS

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 5 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

    PO Box 90236
    Austin, TX 78709
    (512) 288 – 3646.

    EC is an accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, he has designed and taught courses to over 25,000 insurance professionals. He has held the insurance positions of agent/broker, manager, and corporate senior vice – president, and has been licensed for over 20 years in both property/casualty and life/health.
    .

  • 5 $30

    Course Title:
    Employment Law

    CATEGORY:
    .

    LEVEL:
    Intermediat.

    Course Description

    This course covers broad issues on Employment and Labor laws as it applies to Insurance Agencies. It covers issues on pre and post employment procedures, employee agent/agency staff/agency staff and employer/agency rights and interviewing strategies in order to avoid claims and suits. Further, it puts emphasis on real world issues related to the employment laws.

    LEARNING OBJECTIVES:
    AFTER YOU COMPLETE THIS COURSE, YOU WILL HAVE LEARNED ABOUT THE FOLLOWING IMPORTANT EMPLOYMENT LAW ISSUES.

    • INTERVIEWING STRATEGIES
    • UNDERSTAND EMPLOYER AGENCY RIGHTS FOR REQUESTING AND DISSEMINATING EMPLOYEE REFERENCES
    • EMPLOYMENT VERIFICATION REQUIREMENTS; DO’S AND DON’TS
    • DRUG TESTING & PHYSICAL EXAMINATIONS
    • EMPLOYMENT AT – WILL DOCTRINE
    • DISCRIMINATION PRINCIPLES
    • RETALIATION
    • HARASSMENT
    • AMERICAN WITH DISABILITIES ACT
    • FAMILY AND MEDICAL LEAVE ACT
    • INVESTIGATING EFFECTIVELY AND WITHIN THE LAW
    • EFFECTIVE DISCIPLINARY POLICIES

    Topics Covered

    • Introduction
    • LESSON 1: Labor and Employment Law
    • LESSON 2: Interviewing Strategies
    • LESSON 3: Employment References
    • LESSON 4: Employment Verification Requirements of Employers
    • LESSON 5: Drug Testing And Physical Examinations
    • LESSON 6: Is There Really Still Employment – At – Will?
    • LESSON 7: Discrimination Principles
    • LESSON 8: Retaliation
    • LESSON 9: Harassment
    • LESSON 10: Americans With Disabilities Act (ADA)
    • LESSON 11: Family Leave and Medical Leave Act (FLMA)
    • LESSON 12: Investigating Effectively and Within The Law
    • LESSON 13: Effective Disciplinary Policies
    6 $40

    Course Title:

    Workplace Violence

    Category:
    General.

    Course Description

    This course is designed for workers who want to understand the risks of violence in the workplace and learn how they can protect themselves, fellow employees, and the public from harm. OSHA has given guidance on this topic. Topics include recognition, evaluation, control, compliance, and training.

    Learning Objectives

    • Types And Prevention Of Workplace Violations .

    • Leading Causes Of Homicides And Nonfatal Assaults .

    • OSHA Guidelines And Commitments For Preventing Workplace Violence.

    • Employer And Employee Commitment And Compliance Towards Workplace Violence Program.

    • Identify Hazard Prevention And Control.

    • Prevention Through Training And Education.

    TOPICS COVERED: .

    • Lesson 1 Recognition and Control.

    • Lesson 2 OSHA Recommendations and Guideline.

    • Lesson 3 Guidelines and Protective Measures for Worksites.

    • Lesson 4 Prevention through Training and Educatio.

    1 $15

    Course Title:
    Understanding the Rules of NASD

    CATEGORY:
    Banking Training.

    Course Description

    This course provides a thorough introduction to NASD rules and regulations that govern broker/dealers and registered representatives.
    Amongst the policies that are examined in this course are Conduct Rules; the Code of Arbitration, Mediation, and the Code of Procedure; and NYSE rules.
    NASD also stipulates standards for Public Communication, OTC markets, how to process orders, and back office functions.
    “Understanding the Rules of NASD” addresses all of these issues in detail, and provides you with knowledge that you will use throughout your career.

    LEARNING OBJECTIVES:

  • Understand the function and importance of NASD as a regulatory body.
  • Identify and apply the NASD Conduct Rules.
  • Be familiar with the Code of Arbitration, Mediation, and the Code of Procedure.
  • Recognize key NYSE rules.
  • Understand the NASD Standards for Public Communications.
  • Identify and understand the function of the SIPC and SIC.
  • Be able to understand the operation procedures for OTC markets.
  • Know the procedures for processing orders.
  • Realize the importance of back office functions.
  • Identify settlement procedures and ex dates.

    TOPICS COVERED:

    • INTRODUCTION
    • LESSON 1: SRO RULES ON REGISTERED REPRESENTATIVES
    • LESSON 2: THE NASD AND CONDUCT RULES
    • LESSON 3: CONDUCT RULES (CONT’D)
    • LESSON 4: CONDUCT RULES (CONT’D)
    • LESSON 5: CODE OF ARBITRATION, MEDIATION, AND CODE OF PROCEDURE
    • LESSON 6: NYSE RULES
    • LESSON 7: STANDARDS FOR PUBLIC COMMUNICATIONS
    • LESSON 8: THE SIPC AND SIC
    • LESSON 9: THE OTC MARKETS
    • LESSON 10: PROCESSING ORDERS
    • LESSON 11: BACK OFFICE FUNCTIONS
    • LESSON 12: SETTLEMENT

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 6 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Quizzes – You will not be required to pass the quizzes to move on to the next lesson.
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    This course is created and brought to you by 360Training, a leading provider of accredited e – learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e – learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

    This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost – effective as possible.

    If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your
    field through our network of subject matter experts.
    .

  • 6 $40

    Course Title:
    Understanding Securities Trading

    Course Description:
    With the stock market making daily news, it’s imperative for financial professionals to have a firm knowledge of the subject. This course provides an overview on trading, which includes various types of orders, the consolidated tape, and how to collect information on stocks and bonds. Students will also learn how to read trading information from the Wall Street Journal, an essential resource for broker – dealers and financial professionals. An educational must – have for beginners in the banking and financial industries.

    LEARNING OBJECTIVES:

  • Understand the nature of stock exchanges
  • List the functions of a specialist
  • Know the concepts of block trading and program trading
  • Describe the types of orders that exist such as market orders, limit orders, stop orders, stop limit orders and alternative orders
  • Comprehend order execution qualifiers and auction procedures
  • Distinguish between the types of consolidated tape
  • Understand information reported on stocks and corporate bonds
  • Know what a redemption notice is and how to spot tombstone advertisements

    TOPICS COVERED:

  • Introduction
  • LESSON 1: EXCHANGE MARKETS
  • LESSON 2: TYPES OF ORDERS
  • LESSON 3: ORDER EXECUTION
  • LESSON 4: CONSOLIDATED TAPE
  • LESSON 5: READING THE WALL STREET JOURNAL

    REGULATORY REQUIREMENT:

    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:

    This course has been approved for 3 hours.

    COURSE PRE – REQUISITE:
    N/A

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    This course is created and brought to you by 360Training, a leading provider of accredited e – learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e – learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.
    This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost – effective as possible.
    If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.

  • 3 $30

    This course provides an overview of components that contribute to our nation’s economic workings. From understanding the economics of the business cycle, to the effects of inflation, investment analysis, and currency markets and exchange rates, students will gain a firm grasp on economic policy. Students will also learn about the money market and the sources of economic and business performance data.

    3 $30

    This course provides an introduction to several different types of security investments. Understanding Different Types of Security Investments is the perfect sampler plate for anyone seeking a broad overview of security investments. This course identifies seven types of investment products and reviews their variations, how they work, who they work best for, and other considerations that are important to both the financial professionals who sell them, and the investor using them as investment tools.

    5 $40

    This course covers broad issues relating to appraisal and the role that an appraiser plays in their relationship with a principal. Specifically, you will learn about lender and FHA requirements, location analysis, property analysis, valuation considerations, regulatory environment, enforcement and sanctions, manufactured homes, planned unit and condominiums, preparing a property for mortgage and required forms.

    3 $30

    Course Title:
    Management of Capital

    Course Description

    This course provides an overview of concepts related to the management of capital. The cost associated with capital is rarely reflected on the Income Statement. Accordingly, many financial managers mistakenly think there is no cost of capital. Therefore, one of the first steps in managing capital is to calculate the cost of capital. The course illustrates how cost of capital is calculated as the weighted average of each capital component – long – term debt, common stock, preferred stock, and retained earnings.

    Learning Objectives

    • The Economics of Capital
    • Basic Considerations in Managing Capital
    • Approaches to Managing Capital
    • Over All Cost Capital Calculation
    • Cost of Equity and Risk
    • Factors In Decision Making
    • Refinancing Risk
    • Inflation
    • Floatation Cost
    • Marginal Cost of Capital
    • EBIT / EPS Comparison
    • Assessing Risk
    • Targeted Debt Levels
    • Investment Bankers
    • Initial Public Offerings (IPO’s)
    • Private Placements

    Topics Covered

    • Introduction
    • LESSON 1: BASIC CONCEPTS AND THEORIES
    • LESSON 2 : CALCULATING THE COST OF CAPITAL
    • LESSON 3: THE FINANCING DECISION
    • LESSON 4: THE FINANCIAL MARKETPLACE
    2 $20

    Negotiations Course – Reading People Negotiations Course – Negotiations Negotiations Course – Effective Communications.

    19 $120

    Course Summary.

    This course covers a broad range of issues related to the Federal Real Estate Settlement Procedures Act to help the student learn ways to help clients through this sometimes complicated process of closing or settlement. “Settlement” refers to the process that occurs as a buyer and a seller settle their costs and payments with one another and there are a vast number of disclosures required in conjunction with the process, as we will discuss. The course includes the following lessons.

    Required Disclosure.

    Applicable Statute.

    Enforcement of RESP.

    In addition, this course includes a final practice lesson. This concluding lesson presents real – world dilemmas and concrete applications of the information presented in the rest of the course. As the student completes this course, he or she should try to develop a broad picture of the Real Estate Settlement Procedures Act and how it fits into the larger practice of real estate. The last lesson will help with this project by presenting comprehensive content questions, practice problems and case studies.

    Learning Objectives

    Upon completion of this course, the student will be able to.

    • Recall which statutes pertain to real estate settlement procedure requirements.
    • Know which disclosures must be made in the process of real estate settlement.
    • Know when disclosures must be made in the process of real estate settlement.
    • Define the parties involved in the real estate settlement process.
    • Understand the penalties for failure to disclose information for federally related mortgage loans
    2 $20

    Course Title:
    Qualified Retirement Plans and IRAs

    Course Description:

    This course will provide an understanding of qualified retirement plans and IRAs (Individual Retirement Accounts), including options; set up; who may contribute, how much, and how often; and distribution. A great introduction to our retirement course offerings, including 401(k), Keogh Plans, and Corporate Pension Plans.

    LEARNING OBJECTIVES:

  • Understand Qualified Retirement Plans and Individual Retirement Accounts
  • Become acquainted with the contribution rules, tax treatment, and distribution rules under an Individual Retirement Account (IRA).
  • Grasp Roth IRAs and Coverdell Education Savings Accounts (CESAs)
  • Comprehend Simplified Employee Pension (SEP) Plans and Matching Plans for Employees (SIMPLE)
  • Become familiar with the eligibility requirements, contribution rules, tax treatment, and distribution rules under Roth IRAs, CESAs, SEPs and SIMPLEs.
    .

    TOPICS COVERED:

  • INTRODUCTION
  • LESSON 1: QUALIFIED RETIREMENT PLANS & IRAs
  • LESSON 2: OTHER RETIREMENT INVESTMENT OPTIONS

    REGULATORY REQUIREMENT:
    Please see the state/regulatory requirement from the course catalog page.

    SEAT TIME:
    This course has been approved for 2 hours.

    COURSE PRE – REQUISITE:
    N/A.

    TESTING:
    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    COURSE COMPLETION:
    Upon successful completion of this course you will be able to print your certificate online.

    ABOUT THE SUBJECT MATTER EXPERT:
    This course is created and brought to you by 360Training, a leading provider of accredited e – learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e – learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

    This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost – effective as possible.

    If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.

  • 2 $20

    Features & Benefits

    Unlimited Access

    Learn what you want at your own pace and on your own schedule.

    Comprehensive Catalog

    Over 6,000 online compliance training courses, assessments, and exams.

    Multimedia Content

    Interactive multimedia courses with instant grading and timely reporting.

    Expert Instructors

    Learn from top experts who are passionate about their field.

    Group Discounts

    Get great discounts and save with group enrollment.

    24x7 Support

    24-hour support for any online course via phone, email or live chat.

    Trusted by professionals

    We are committed to ensuring a better online learning experience for our students. See why thousands of people chose Online Institute of America to satisfy their online training requirements.



    Overall, I think the coursework is great. Everything is explained in simple English and the voiceover is wonderful.

    — Lori A. Leonard, IBM


    Catherine was terrific and answered all of my questions with great professionalism. Great Job!

    — Elizabeth D, Student


    Needed assistance getting into my account and Kris set me up. Fast helpful service! Thank you.

    — Brian T, Kraft Canada

    Read more reviews from our students

    Have a question about our online training programs?