Our 10-course CBEx designation program takes learners through a comprehensive learning path designed to help you be better informed and prepared than your competitors. The CBEx designation focused on cutting-edge curriculum that includes: estate and income tax planning, charitable planning, employee benefits planning, investment planning, as well as life insurance and P&C risk management planning. Learners receive the industry-leading CBEx designation upon successful completion of the program requirements. The CBEx program is 100% online and lets you learn at your own pace.
The CBEx program is ideal for anyone in accounting, legal, banking, risk management, insurance, wealth management and estate planning fields who are ready to take that “next step” and further their careers. If you want to learn anytime, anywhere, at your own pace, the CBEx program is for you because each class features video lessons and curated reading assignments that get you quickly up to speed on the topics you need to master.
The CBEx learning program provides expert-level, “real world” training you can apply right away. Our 10-course CBEx designation program takes you through a comprehensive learning path designed to help you be better informed and better prepared than your competition. The curriculum covers the waterfront on all of the topics you need to expertly advise upscale clients and deal 1-on-1 with their sophisticated CPAs and tax attorneys. As you progress through your studies, you’ll learn:
· Employee Benefits & Retirement Planning
· Income Tax Planning
· Financial Planning
· Investment Planning
· Estate Planning
· Estate Planning for Modern Families
· Trust Planning
· Charitable Planning
· Life Insurance Planning
· Insurance Planning & Risk Management Planning
The CBEx designation is fast, affordable and content-packed. Each of the 10 classes that comprise the CBEx program feature video lessons and curated reading assignments that give you the in-depth knowledge you need to help address the needs of business owners, executives, professionals and affluent families/individuals. The CBEx designation gives learners the knowledge they need to provide the best solutions to their clients needs. The CBEx designation will distinguish you from your competition and get you quickly up to speed on the knowledge you need, and the 100% online learning experience is everything you need to be successful.
The CBEx program is designed for the busy professional. Our 10-course program lets you learn anytime, anywhere and at your own pace. Each class features video lectures and curated reading assignments that get you quickly up to speed on the topics of your choice. Our best-in-class learning management system utilizes state of the art technology to help you create an unparalleled personalized learning experience. The CBEx program has all the tools you need to thrive.
