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Planning, forecasting & budgeting

Grantor trust planning: The issues, the strategies, and the threats to bring it down

Grantor trust planning: The issues, the strategies, and the threats to bring it down

Grantor trusts are among the most effective tax planning tools available today. Learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts.

There are no upcoming dates for this Webcast

Data analytics

Forecasting and Predictive Analytics Certificate

£559.00

Forecasting and Predictive Analytics Certificate

Gain the fundamental techniques used for predictive analytics, so you can implement an analytics practice in a practical way that will equip you to deploy those tools as needed within your organization.

£559.00 (CIMA members only)

£699.00

VAT calculated on checkout

Tax strategy, planning, compliance

Maximizing Retirement Savings: Thoughtful Distribution Techniques

Maximizing Retirement Savings: Thoughtful Distribution Techniques

The lackluster performance of the markets, higher inflation, and increasing interest rates make retirement planning critical for retirees to ensure that their wealth will cover their needs.

There are no upcoming dates for this Webcast

Practical Planning Strategies for the Mass Affluent in 2022
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Planning, forecasting & budgeting

Practical Planning Strategies for the Mass Affluent in 2022

Practical Planning Strategies for the Mass Affluent in 2022

Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually.

There are no upcoming dates for this Webcast

Planning, forecasting & budgeting

MBAexpress: Best Practices for Better Budgeting and Planning

£29.00

MBAexpress: Best Practices for Better Budgeting and Planning

Instructors: Peter Margaritis, CPA, CGMA, MAc; Jennifer Elder

This course will help you turn forecasting and budgeting into a positive planning process that helps your organisation achieve its strategic goals.

£29.00 (CIMA members only)

£39.00

VAT calculated on checkout

Planning, forecasting & budgeting

Budgeting, Forecasting and Planning in Uncertain Times

£29.00

Budgeting, Forecasting and Planning in Uncertain Times

In this book, you will explore how traditional budgeting, planning and forecasting processes have fallen short in today's business environment and what tools and techniques you can use to best meet your organisation's needs.

£29.00 (CIMA members only)

£39.00

VAT calculated on checkout