This program will offer the necessary education that will help you prepare for the Finance Certificate exam with the CGC. The courses listed in this program correspond with the list of core competencies from the CGC.
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
| 100 Ethical Business Practices (Knowledge and application of ethical business practices as they relate to financial decision-making as a fiduciary) | 07:35:42 |
| 100.1 Bonding - | ||
| 100.2 Client values/quality of life | 01:57:52 | |
| 100.3 Financial Confidentiality | 01:11:43 | |
| 100.4 Conflict of interest in Ethics | 01:04:45 | |
| 100.5 Fee setting | 01:22:22 | |
| 100.6 Person centered decision‐making and 100.7 Relationship with individual’s family | 01:59:00 |
| 200 Trust Management (Knowledge and application of best practices in carrying out fiduciary responsibilities in managing trusts) | 02:59:14 |
| 200.1 Fiduciary duties | 01:09:23 | |
| 200.2 Responsibility to beneficiaries | 00:54:07 | |
| 200.3 Special needs trusts and 200.4 Taxation | 00:55:44 |
| 300 Personal Property Management (Knowledge and application of best practices and fiduciary responsibilities in managing the personal property of an individual) | 01:36:42 |
| 300.1 Appraisal of value, 300.2 Disposing of property, 300.3 Locating assets and 300.4 Safekeeping | 01:36:42 |
| 400 Real Property Management (Knowledge and application of best practices and fiduciary responsibilities in managing the real property of an individual) | 01:31:45 |
| 400.1 Joint property and 400.2 Maintaining | 00:18:29 | |
| 400.3 Preparing to sell and 400.4 When/if sell | 01:13:16 |
| 500 Acquiring/Maintaining Benefits (Knowledge and application of best practices in acquiring and maintaining public benefits on behalf of an individual) | 04:37:19 |
| 500.1 Medicaid and 500.6 VA | 01:00:00 | |
| 500.2 Medicaid planning, 500.3 Medicare | 02:39:43 | |
| 500.4 Social Security and 500.5 SSI/SSDI | 00:57:36 |
| 600 Financial Management (Knowledge and application of best practices and fiduciary responsibilities in managing the financial affairs of an individual) | 05:15:04 |
| 600.1 Cash flow management, 600.2 Debt payment priority, and 600.3 Estate preservation | 00:53:54 | |
| 600.1 Cash flow management | 00:31:25 | |
| 600.4 Financial plan | ||
| 600.4 Working with Your Financial Advisor | ||
| 600.5 Reserve fund for future needs | 00:54:07 | |
| 600.6 Resource Exhaustion | 02:55:38 | |
| 600.7 Tax implications |
| 700 Investment Management (Knowledge and application of best practices and fiduciary responsibilities in investing the assets of an individual) | 02:52:43 |
| 700.1 Investment goals | 00:36:13 | |
| 700.2 Prudent Investment | 00:45:50 | |
| 700.3 Work with advisors | 00:48:28 | |
| Q&A Segment of Prudent Investment Principles & Portfolio Review | 00:42:12 |
| 800 Court Compliance (Knowledge and application of best practices in complying with court supervision, rules, and orders) | 03:13:50 |
| 800.1 Account segregation | 01:36:42 | |
| 800.2 Accounting | 01:37:08 | |
| 800.3 Inventory | ||
| 800.4 Timekeeping |