Executive Development Center
Online Learning
Entrepreneur - Patents - Investor - Legal
Are you ready to join the thousands of successful businesses that have sprung from Silicon Valley's unique entrepreneurial culture? Or are you a corporate decision-maker or an investment professional needing to better understand patents and patent law? Santa Clara University's Executive Development Center, in partnership with Silicon Valley Business School (SVBS), has launched a series of online, non-credit courses designed with you in mind. These courses capture the essence of Silicon Valley and teach you the practicalities as well as the theories and strategies required for business success in the technology sector.
Choose from a wide variety of courses featuring hundreds of videos comprising lectures and interviews with Silicon Valley insiders, audio recordings, electronic textbooks and quizzes and an online startup simulator. From startup formation, organization, planning and finance to the business of patents, mergers & acquisitions and IPOs, this extensive set of online courses can help you move your ideas from concept to business reality.
Available on internet-enabled PCs, Macs, tablets, even smart phone devices, these online courses are available to entrepreneurs, corporate decision-makers, patent professionals, legal professionals, and investment professionals worldwide.
SVBS Courses
These courses comprise video lectures, video interviews with Silicon Valley insiders, electronic copies of textbooks, interactive quizzes and rich media content to make the learning experience as rich and fulfilling as possible.
Online Executive CFP® Certification Education Program
Welcome to the Online Executive CFP® Certification Education Program offered through Santa Clara University, in conjunction with Dalton Education, a leading provider of financial planning education materials.
This program is designed to fulfill the education requirement to sit for the CFP® Certification Examination.
For more information, click here OR please call 877-426-2373 or send an email to scucfp@course-central.com
Use discount code scu100 for $100 off any of the education packages. Register today!
"All in all, the Dalton Program is a great value and I recommend it without reservation!"
- Michael McAninch
"I would definitely recommend Dalton to anyone who wants to pass the CFP on the first try."
- Rudy Fernandez
"I PASSED!! Thanks Joe and pass my thanks along to everyone else at the school."
- Chris McFadden
Financial Plan Presentation Course – Challenge Candidates
Effective November 18th, 2011, challenge candidates that did not previously sit for the CFP® Certification Examination will be required to complete the Financial Plan Presentation course in order to sit for the March 2012 exam, or later. If a challenge candidate registered for the November 2011 CFP® exam as a "challenge candidate", but did not pass the November exam, they are not required to complete the Financial Plan Presentation course to take the exam in March 2012 or later.
Santa Clara University, partnered with Dalton Education, offers this course consisting of online, self-paced study combined with live online instruction. Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identify and plan for a client's goals and risks. This course is available for $725 and includes the Financial Plan Presentation Course booklet. Register now by calling 877-426-2373 or online here.
For more information, click here OR please call 877-426-2373 or send an email to scucfp@course-central.com
Guest Lecture Series
Dalton Education is pleased to offer our Guest Lecture series! This series of free, live online lectures is designed to provide attendees with timely and insightful information on issues in the financial planning education community. Please be sure to join us, as we have assembled a guest lecturers from a wide background including some of the top financial planning instructors, practitioners, authors and experts in the field, some have even served on the CFP Board's Council on Examinations.
Upcoming Topics in the Guest Lecture Series:
Building your Social Media Strategy
Thursday, April 25, 2013 | 1:00 PM - 1:30 PM EST | 30 Minutes
Each guest lecture is approximately 20 minutes, followed by 10 minutes of Q&A. Since the lectures are live, space is limited, and you can reserve your spot by simply clicking on the "Register" button next to the lecture you are interested in and completing the RSVP form. All live lectures are recorded, so you can request a link to playback a lecture as well.
Register today for these FREE seminars! Each guest lecture is approximately 20 minutes, followed by 10 minutes of Q&A. Since the lectures are live, space is limited, so be sure to register today. All live lectures are recorded, so you can request a link to playback a lecture as well.
Program Courses
Fundamentals of Financial Planning and Insurance
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This course introduces participants to the theory and practice of financial planning. It provides an overview of the financial planning process and offers guidance for managing a client's risk while achieving goals through savings and investments. Topics include life, health, disability and long-term care as well as property, Social Security and personal liability insurance. In addition, the course covers time value of money, education and retirement funding. A financial calculator, such as an HP 12C or 10BII, is required.
Course Materials:
- Fundamentals of Financial Planning, 2nd Edition, (Money Education)
ISBN: 978-1-936602-03-2
- Fundamentals of Financial Planning - Insurance
ISBN: 978-1-936602-04-9
- Order online at www.money-education.com OR
- Order by calling the publisher at: (888) 295-6023
- Financial Calculator Essentials, 1st Edition, Joseph M. Gillice (Dalton Education) ISBN: 0-9820884-1-8
- Order online at Dalton-Education.com OR
- Order by calling Dalton Education at: (877) 426-2373
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This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client's risk tolerance and select appropriate assets based on the assessed risk tolerance and the client's goals.
Course Materials:
- Fundamentals of Investing, Gitman & Joehnk, 11th Edition, Pearson Addison Wesley ISBN: 0131368249
- Order online at: www.mypearsonstore.com
This is not a hardcover textbook, it is the Student Edition and consists of loose leaf paper to be placed in a binder.
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This course provides detailed coverage of gross income inclusions, exclusions, deductions before and after adjusted gross income, and tax credits, while focusing on the taxation of individuals, sole proprietorships, C-corps, S-corps, partnerships and LLCs. In addition, participants will learn planning techniques for taxation avoidance and minimization strategies.
Course Materials:
- Income Tax Planning for Financial Planners, 5th Edition, E. Vance Grange, Thomas P. Langdon, Michael A. Dalton (ME – Your Money Education Resource) ISBN: 978-1-936602-07-0
- Order online at www.Money-Education.com or
- Order by calling Customer Service at: (888)295-6023
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This course provides a comprehensive overview of qualified (defined benefit, profit share, 401(k) plans and non-qualified (deferred compensation, incentive stock options, employee stock purchase plans) retirement plans, other tax-advantaged plans (SIMPLE, Roth and traditional IRAs), and employee benefits. This course also presents an overview of the Social Security disability and health care programs such as Medicare.
Course Materials:
- Retirement Planning and Employee Benefits for Financial Planners, 8th Edition, Michael A. Dalton (ME – Your Money Education Resource) ISBN: 978-1-936602-056
- Order online at http://money-education.com or
- Order by calling customer service at: (888) 295-6023
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This course provides professionals with an introduction to wills, trusts, the probate process and the taxation of estates. Course participants will also learn the tax implications of gifts and bequests during lifetime and at death. The approach provides students with taxation avoidance and minimization techniques useful in planning a client's estate.
Course Materials:
- Estate Planning for Financial Planners, 6th Edition, Michael A. Dalton, Thomas P. Langdon (ME – Your Money Education Resource) ISBN: 978-0-9801229-5-3
- Order online at www.Money-Education.com or
- Order by calling customer service at: (888) 295-6023
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The Plan Presentation course consists of both online, self-paced study combined with live-online instruction. Students will learn how to prepare and present a financial plan using financial planning software and multiple approaches to identifying and planning for a client's goals and risks. This course does fulfill the CFP Board's Capstone Course requirement.
Course Materials:
Plan Presentation Course Study Guide, 1st Edition, Dalton Education (Spiral Bound)
- This textbook is included in the price of the course.
Online Continuing Professional Education for Certified Public Accountants
SCU's Executive Development Center of the Leavey School of Business is pleased to announce a partnership with ACPEN - a leading provider of online continuing education for CPAs. Courses are offered to individuals or can be offered to a group.
For more information, click here OR please call 1-800-747-1719 or send an email to help@acpen.com.
For information on Group Pricing, please call 972-377-8199 or send an email to anne.taylor@acpen.com
Just Added: GOVERNMENTAL PENSION REPORTING - THE NEW STANDARDS
5 Hours | $149
Featuring C. Clinton Davis, Jr., CPA, JD, James A. Smith, CPA
Original Recording Date: 2/11/2013
*Live Replays:
February 27, 2013 9:00 AM PST
March 27, 2013 9:00 AM PDT
May 7, 2013 12:00 PM PDT
Register
FORENSIC ACCOUNTING/ETHICS 2013 UPDATE
2 Credit Hours | $79
Featuring Albert D. Spalding, JD, CPA/CFF
Original Recording Date: 3/1/2013 7:30 AM PST
*Live Replays:
March 15, 2013 7:30 AM PDT
April 3, 2013 7:30 PM PDT
April 27, 2013 7:00 AM PDT
May 17, 2013 9:00 AM PDT
Register
ACCOUNTING SCAMS AND SCANDALS: 2013 "RED FLAGS" UPDATE
2 Hours | $79
Featuring Albert D. Spalding, JD, CPA/CFF
Original Recording Date: 3/7/2013 7:00 AM PST
*Live Replays:
March 28, 2013 7:00 AM PDT
April 9, 2013 6:00 AM PDT
April 30, 2013 12:30 PM PDT
May 21, 2013 7:00 AM PDT
Register
ACCOUNTING SCAMS AND SCANDALS: 2013 "NONDISCLOSURE EXPOSURE" UPDATE
2 Credit Hours | $79
Featuring Albert D. Spalding, JD, CPA/CFF
Original Recording Date: 3/27/2013 8 AM PDT
*Live Replays:
April 22, 2013 10:30 AM PDT
May 16, 2013 8:00 AM PDT
June 5, 2013 10:30 PM PDT
June 25, 2013 3:00 PM PDT
Register
HEALTH CARE INDUSTRY CONFERENCE - DAY 1
Thursday, April 25, 2013 | 5:15 AM PDT | 9 Hours | $260
Register
HEALTH CARE INDUSTRY CONFERENCE - DAY 2
Friday, April 26, 2013 | 5:00 AM PDT | 7 Hours | $210
Register
Full List of Courses
*A Live Webcast Replay (TM) is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questions. The Live replay includes all original content and materials. This format allows for Live CPE credit under NASBA registry.
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