Bryant's Virtual Classroom Program is a powerful add-on that strengthens Bryant's already first-rate Self-Paced content. Together the two provide students with important instructor interaction and feedback, along with the right amount of structure for working professionals. Students are empowered to efficiently complete the underlying curriculum on their own time.

The Virtual Classroom Program breaks the Self-Paced curriculum into managable pieces. As a result, you are able to focus on learning specific concepts over shorter periods of time. The strategy is a lot like walking up several small hills instead of climbing a single massive mountain. We have found that our students retain key information for longer periods of time as a result. There are 3 managable pieces per course or 18 in total.

 

Course 1: Introduction to Financial Planning

Session One

  • Time Value of Money
  • Intro to the Financial Planning Process
  • CFP Ethics and Practice Standards
  • CFP Disciplinary Rules and Procedures
  • Life Cycle Planning
  • Financial Services Industry Regulations

Session Two

  • Business Law
  • Buying vs. Leasing
  • Personal and Business Financial Statements
  • Emergency Fund Planning
  • Credit and Debt Management

Session Three

  • Basic Economic Concepts
  • Function, Purpose and Regulation of Financial Institutions
  • Education Planning
  • Financial Services Industry Regulations Requirements

Course 2: Insurance Planning and Risk Management

Session One

  • Principles of Insurance
  • Evaluation and Analysis of Risk Exposures
  • Legal Aspects of Insurance
  • Insurance Needs
  • Insurance Policy Selection
  • Insurance Company Selection

Session Two

    • Property and Casualty Insurance
    • General Business Liability
    • Health Insurance
    • Disability Income Insurance

Session Three

    • Long-Term Care Insurance
    • Life Insurance
    • Viatical Settlements
    • Taxation of Insurance

Course 3: Investment Planning

Session One

    • Intro to Fixed Income Securities
    • Intro to Stocks
    • Intro to Pooled Investments
    • Derivatives, Insurance Securities and Other Investments
    • Investment Risks
    • Buying and Selling Securities

Session Two

    • Measures of Investment Returns
    • Time Influence on Valuation
    • Portfolio Management and Measurements
    • Formula Investing and Investment Strategies
    • Asset Allocation and Portfolio Diversification
    • Asset Pricing Models

Session Three

    • Valuation of Stocks and Bonds
    • Efficient Market Theory
    • Hedging and Option Strategies
    • Tax Efficient Investing
    • Taxation of Investment Vehicles

Course 4: Tax Planning

Session One

    • Income Tax Law Fundamentals
    • Gross Income
    • Income Tax Fundamentals and Calculations
    • Tax Accounting Methods
    • Alternative Minimum Tax

Session Two

    • Basis
    • Cost Recovery Concepts
    • Intro to Tax Consequences on Sale of Assets
    • Like-Kind Exchanges and Involuntary Conversions
    • Income Taxation of Trust and Estates

Session Three

    • Tax Characteristics of Entities
    • Passive Activity
    • Charitable Contributions and Deductions
    • Tax Implications of Changing Circumstances
    • Tax Compliance
    • Tax Management Techniques

Course 5: Retirement Planning and Employee Benefits

Session One

    • Retirement Needs Analysis
    • Qualified Retirement Plans
    • Nonqualified Retirement Plans
    • Government Plans (457)

Session Two

    • Other Tax-Advantaged Retirement Plans and Keoghs
    • Investment Considerations for Retirement Plans
    • Distribution Rules, Alternatives, and Taxation
    • Plan Selection for Businesses

Session Three

    • Employee Benefit Plans
    • Employer/Employee Insurance Arrangements
    • Social Security
    • Regulatory Considerations

Course 6: Estate Planning

Session One

    • Overview of Estate Planning
    • Forms of Property Ownership
    • Estate Planning Documents
    • Probate Process
    • Estate Planning Process

Session Two

    • Gifting
    • Gross Estate
    • Calculating the Estate Tax
    • Generation Skipping Transfer Tax
    • Charitable Gifting

Session Three

    • Trusts
    • Business Planning
    • Miscellaneous Planning


Learn about the many Features & Benefits of Bryant's Virtual Program.