Course Level: Intermediate
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Insurance Regulation & Compliance
State regulation, NAIC model laws, market conduct, and solvency requirements.
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InsurTech & Digital Insurance
Digital distribution, telematics, parametric products, and AI in underwriting and claims.
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Behavioral Finance for Advisors
Understand client biases. Loss aversion, anchoring, and coaching through market volatility.
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Insurance Planning
Life, disability, long-term care, and liability insurance analysis for wealth clients.
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Practice Management for Advisors
Grow your advisory practice. Marketing, client acquisition, team building, and succession.
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Digital Wealth Advisory
Hybrid advisory models. Robo + human, digital onboarding, and virtual client engagement.
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Corporate Taxation
C-corp and S-corp taxation. Formation, distributions, M&A tax implications, and compliance.
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Partnership & Pass-Through Taxation
Partnership tax, K-1s, basis calculations, and special allocations.
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Estate & Gift Taxation
Estate planning, gift tax exclusions, trusts, and generation-skipping transfer tax.
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State & Local Tax (SALT)
Nexus, apportionment, sales tax, and multi-state compliance challenges.