http://www.tri-c.edu/corporatecollege/professional-development/accounting-finance-and-tax/index.html

ZFIN-1042 Enrolled Agent Certification Program

15.6 CEU’s

Enrolled agents are licensed by the federal government and have demonstrated special competence in tax matters and professional ethics, and can practice before the IRS anywhere in the United States. The enrolled agent program is a blended learning program intended to prepare participants to pass the IRS Special Enrollment Exam (SEE). Sessions are structured based on the Gleim System for Success. The SEE is a three-part exam administered by Prometrics on behalf of the IRS. You must successfully pass all three parts to receive IRS-EA certification. *Please Note that this course has both an in-person and webinar version.  See right column for more details.

Contact hours: 156

Not financial aid eligible.

ZFIN-1047 Introduction to Budgeting and Forecasting

0.8 CEU’s

Effective budgeting is a vital part of financial management for any organization. The Introduction to Budgeting course explains the purpose of budgeting and illustrates the budgeting process from beginning to end. If you are new to budgeting or want to better understand the budget process and types of budgeting, this course is for you. Steps of the budgeting process, common types of budgets, and widely-used methods of budgeting will be illustrated. Students will gain hands-on experience building budgets with in-class budgeting exercises. This course is for professionals new to budgeting or new to parts of the budgeting process.

Contact hours: 8

Not financial aid eligible.

ZFIN-1048 Advanced Budgeting and Forecasting

0.8 CEU’s

The Advanced Budgeting and Forecasting course illustrates several methods to improve budgeting and forecasting. These methods include sensitivity analysis, budget variance analysis, regression analysis, and many more. Effective budgeting and forecasting techniques will be explained and demonstrated. Students will gain hand-on experience through working on budgeting exercises in-class. This course is for professionals wanting to learn how to build better budgets and improve their budgeting and financial forecasting skills.

Contact hours: 8

Not financial aid eligible.

ZFIN-1051 Chartered Tax Professional Certification (Online)

18 CEU’s

The Chartered Tax Professional (CTP) designation is the undisputed professional credential for persons who advise clients on income tax situations. Students who complete this comprehensive program will be prepared to handle almost any individual or small business income tax situation. Participants must successfully complete a series of six 30-hour modules (with instructor support). All courses are offered online and can be completed any time, anywhere. Each module consists of 10 three-hour lessons and can be completed in five to 10 weeks (one or two lessons per week).

Contact hours: 180

Not financial aid eligible.

ZFIN-1052 Professional Risk Manager (PRM) Exam Prep (Online)

7 CEU’s

The self-guided ePRM Coach Complete course prepares learners to pass the four exams required for Professional Risk Manager (PRM) certification.

Contact hours: 70

Not financial aid eligible.

ZFIN-1053 Financial Risk Manager (FRM) Exam Prep (Online)

6.1 CEU’s

The eFRM Coach Complete course is a comprehensive online study guide for the Financial Risk Manager (FRM) exam. These online tutorials are based on the FRM exam structure and the latest learning outcome statements. They possess every formula, definition, concept and application for all subjects covered in the exam. While the interactive study modules foster benchmarking and self-assessment against other candidates, the mock exams are modeled on the same lines as the final exam.

Contact hours: 61

Not financial aid eligible.

ZFIN-1054 Bookkeeping Administration Certification (Online)

28 CEU’s

This online course provides an introduction to the concepts and uses of accounting in a business environment. The primary areas of study include analysis of business transactions; recording procedures and the use of ledgers and journals; accounting for sales and purchases; managing cash, payroll, accruals and deferrals; and preparation and analysis of basic financial statements. Learn to use QuickBooks Online Plus by completing two monthly accounting cycles. Payroll preparation and creating a new company will also be covered. While no prior QuickBooks knowledge is required, students taking this course should have some familiarity with the accounting cycle and how it relates to a business. While the reading requirements are light, the majority of this extensive, hands-on course consists of drill exercises and related practice activities and quizzes based on the knowledge gained from completing each chapter.

Contact hours: 280

Not financial aid eligible.

ZFIN-1055 Payroll Level I: Fundamental Payroll Certification (FPC)

3 CEU’s

This course teaches the fundamental payroll calculations and applications necessary for individuals who are new to the payroll industry, those who support the payroll industry and individuals preparing for the FPC or CPP certification examinations. Participants will gain the knowledge and skills required to maintain payroll compliance and prevent costly penalties.

Contact hours: 30

Not financial aid eligible.

ZFIN-1056 Payroll Level II: Certified Payroll Professional (CPP)

3.6 CEU’s

This course provides students with an in-depth understanding of the advanced skills necessary for payroll managers and supervisors. This program is ideal for experienced payroll professionals seeking compliance training, professional development or CPP certification preparation. Please note: In order to sit for the CPP exam, you must have spent at least three of the last five years working in the payroll profession.

Contact hours: 36

Not financial aid eligible.

ZFIN-1057 Operational Risk Management (Online)

6 CEU’s

Changes in markets, techniques, technologies, and products have altered the landscape of operations and fueled the development of operational risk management. The regulators of financial and public companies are demanding a far greater level of disclosure and awareness by directors about the risks they manage and the effectiveness of the controls they have in place to reduce these risks.

Contact hours: 60

Not financial aid eligible.

ZFIN-1058 Comprehensive Tax Course with Career Package (Online)

6 CEU’s

Get the skills needed to prepare tax returns for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C) and learn how to research tax issues. This online course is CTEC and OBTP-approved.

Contact hours: 60

Not financial aid eligible.

ZFIN-1059 Retail Banking (Online)

10 CEU’s

This online course helps participants understand the different types of loan products offered by banks. Learn about the features of mortgage loans and auto loans, and discuss the role and function of bank tellers.

Contact hours: 100

Not financial aid eligible.

ZFIN-1060 Global Capital Markets (Online)

10 CEU’s

Financial markets have evolved over the past few years, becoming robust and complex in nature. Success in this area requires specialized knowledge and skills around both the functioning of the markets and the financial instruments used. This online course offers participants a basic understanding of the various markets and instruments and provides detailed knowledge covering the qualitative and quantitative aspects of all markets.

Contact hours: 100

Not financial aid eligible.

ZFIN-1061 Banking Management Operations (Online)

10 CEU’s

This online course gives participants an in-depth understanding of various knowledge areas required of banking professionals. Learn about various banking products and operational aspects, as well as technology and regulatory requirements, and gain essential management and operational technology skills. Key knowledge areas: Banking essentials, Banking products, Foreign exchange management, Trade finance, Operational aspects, Banking technology, and Regulatory environment.

Contact hours: 100

Not financial aid eligible.

ZFIN-1062 Financial Planning and Wealth Management (Online)

10 CEU’s

Financial planning and wealth management are key skills needed for today's leaders. This online course presents key information to help participants understand the basic aspects of estate planning and various methods of property transfers, gifts and gift tax. Other topics include insurance concepts, mutual funds, retirement planning and the Gramm-Leach-Bliley Act, which requires institutions to disclose privacy policies and limits instances in which consumer information can be shared.

Contact hours: 100

Not financial aid eligible.

ZFIN-1063 Comprehensive Tax Course with Business Package (Online)

6 CEU’s

Develop the skills needed to prepare tax returns for most Form 1040 individual, non-business taxpayers and small business taxpayers (self-employed/Schedule C) and learn how to research tax issues. This CTEC and OBTP-approved online course includes a tax business start-up guide.

Contact hours: 60

Not financial aid eligible.