IEQ Learning Path

Foundations of Tax includes three modules that cover the history and purpose of taxation, personal income taxes, the role of taxes in estate planning, and entity and charitable taxation. The course reviews taxes at the state and federal levels and features an estate freeze case study.

• Module 1 - Introduction to Taxes

Personal Finance Fundamentals covers the basics of practical financial skills starting with financial planning, risk management, and personal budgeting. The course moves on to corporate financial statements and builds up to analyzing key performance measures and ratios. This course also covers how to read core financial statements including a balance sheet, cashflow statement, and income statement. Finally, learners will apply knowledge through an in-depth case study that encourages critical thinking and problem-solving to make complex financial decisions.

• Module 1 - Introduction to Financial Planning

Investing Fundamentals outlines asset types and classes and considers how a trust portfolio can be constructed to meet specific financial goals. The coursework delves into investment governance including the components of an investment policy statement and how to read and understand investment statements and assess performance. Finally, the course culminates in a case study that applies the lessons and concepts learned in this course as well as tying in estate planning, financial planning, and wealth transfer.

• Module 1 - Introduction to Trust Investing
• Module 2 - Investing Goals, Strategy, Process, and Approaches
• Module 3 - Investing Case Study