Building the Financial and Professional Workforce Your Community Needs  |  July 2012
 

Retirement Plan Administrators:
DO YOU KNOW THE NEW JULY 1 RULES?
     
 
 


The Department of Labor (DOL) recently issued final rules that make the fees associated with retirement plans more transparent. The Employee Benefit Security Administration (EBSA) will start enforcing the new rules at the plan level on July 1, 2012. Under the new policy, record keepers, investment advisors, accountants, lawyers, and other service providers of employee benefits must disclose specific information to the benefit plan fiduciary.

  • Are you and your company in compliance?
  • Do you know the new rules?
  • How do you avoid prohibited transactions?

Protect yourself and your company. Plan to attend:

New Rules for Retirement Plan Providers
July 17, 11 a.m. - 1:30 p.m. OR
August 16, 8 - 10:30 a.m.

University of North Florida University Center
Fee: $99
Special Discount (Regularly $189)

To register, please click on the date you prefer above.
or call (904) 620-4200.


 
IN THIS ISSUE:
Series 6
Leadership Series
Enterprise Risk
Management (ERM)
Lean Six Sigma
Certified Management Accountant (CMA)
Enrolled Agent (EA)
Registered Tax Return Preparer (RTRP)
Paralegal Activities
2-15 Prelicensing Course
   

Banner Center for Finanical and Professional Services
To learn more, please visit our website at www.FPsFL.org

 
  Series 6 Exam Prep Course      
 


Build Client Wealth With Securities

Prepare for the Series 6 exam by taking the Series 6 prep course, expertly taught by NAIFA instructors. All aspects of the multiple-choice exam are reviewed in a classroom and instructor-led setting:

Securities Markets, Investment Securities and Economic Factors
Securities and Tax Regulations
Marketing, Prospecting and Sales Presentations
Evaluation of Customers
Product Information: Investment Company Securities and Variable Contracts
Opening and Servicing Customer Accounts

Series 6 Prep Course
July 19 - 21, 8 a.m. - 5 p.m.
Thursday, Friday, Saturday
University of North Florida University Center
Fee: $295

For a complete course description and to register online,
please click here.

   
  Leadership Series      
 


Leading Effectively: Influencing Your Team
Consider your leadership style. Is it effective?

This series provides the tools you need to influence your team and
lead effectively.

Upcoming Leadership Programs

Effective Leadership
July 11, 12:30 - 4:30 p.m.
St. Augustine, Fla.

How to Apply Emotional Intelligence at Work
July 18, 12:30 - 4:30 p.m.
St. Augustine, Fla.

How to Manage Change Effectively
at Work

July 25, 12:30 - 4:30 p.m.
St. Augustine, Fla.

Effective Coaching & Mentoring of Employees
August 1, 12:30 - 4:30 p.m.
St. Augustine, Fla.

Ethical Considerations at Work
August 8, 12:30 - 4:30 p.m.
St. Augustine, Fla.

   

Effective Leadership
September 6, 12:30 - 4:30 p.m.
Jacksonville, Fla.

How to Apply Emotional Intelligence at Work
September 13, 8:30 a.m. - 12:30 p.m.
Jacksonville, Fla.

How to Manage Change Effectively
at Work

September 20, 8:30 a.m. - 12:30 p.m.
Jacksonville, Fla.

Effective Coaching & Mentoring of Employees
September 27, 8:30 a.m. - 12:30 p.m.
Jacksonville, Fla.

Ethical Considerations at Work
October 4, 8:30 a.m. - 12:30 p.m.
Jacksonville, Fla.

  Leadership programs
Call our Customer Care Team at (904) 620-4200 or click on the course title for more information and to register.
 
  Enterprise Risk Management (ERM)      
 


Manage Risk - Improve Your Bottom Line

What Risks Are Your Company Taking?
Enterprise Risk Management provides a framework for risk management, by which an organization manages risks and identifies opportunities to achieve company goals. You will learn the steps to identify events, circumstances and how to assess them to determine a response strategy and monitor your progress in greatly reducing risk.

Who Should Attend
CEOs, CFOs, C-Level managers, auditors and decision makers

Enterprise Risk Management (ERM) Workshop
for Executives and Directors

September 14, 8:30 a.m. - 3 p.m.
University of North Florida University Center
Fee: $495


For a complete course description and to register online,
please click here.

   
  Lean Six Sigma - Green Belt Certification      
 


Streamline Processes to Increase Profits

Learn how to combine the waste reducing power of Lean with the problem solving power of Six Sigma to revolutionize your business.

Who should attend:
Individuals who need to acquire proficiency in a proven problem solving methodology to drive a performance oriented business culture.
Approved for Veterans Training.

Lean Six Sigma Green Belt Certification
September 17 - November 2, 8 a.m. - 4 p.m.
University of North Florida University Center

For a complete course description and to register online,
please click here.

 

  Lean Six Sigma  
  Certified Management Accountant (CMA)      
 


Certified Management Accountants are in
Demand Worldwide

CMA® (Certified Management Accountant) is the advanced professional certification specifically designed to measure the advanced accounting and financial management skills used in business today. Join more than 30,000 credentialed peers worldwide.

Attend a free CMA Information Session to learn more.
This FREE event will provide an overview of the course,
exam, preparation and expectations for anyone interested in gaining an
edge in the world of accounting in business.

Jacksonville • August 7, 2012 • 5:30 - 7:30 p.m.
University of North Florida University Center

Miami • August 8, 2012 • 5:30 - 7:30 p.m.
Miami Dade College

FREE TO ATTEND
Advance registration is required. Click on the city above for details
and to enroll online or call (904) 620-4200.

   
  Enrolled Agent (EA)      
 


Become the Tax Representative of Choice

Enrolled Agents (EA) are the only tax professionals who can represent taxpayers before the IRS. Becoming an Enrolled Agent will increase your value and skill as a tax professional. Learn how our exam preparation course will help you pass the Enrolled Agent exams.

FREE Enrolled Agent Information Sessions

Jacksonville • July 18, 2012 • 5:30 - 7 p.m.
University of North Florida University Center

Orlando • July 25, 2012 • 5 - 7:30 p.m.

Miami • August 8, 2012 • 5:30 - 7 p.m.

FREE TO ATTEND
Advance registration is required. Click on the city above for more information and to register.

To view upcoming course dates in Jacksonville,
Orlando and Miami, please click here.

   
  Registered Tax Return Preparer (RTRP)      
 


Paid Tax Preparers:
DO YOU HAVE A CURRENT PTIN?

If not, you must pass the Registered Tax Return Preparer (RTRP) Exam if you are not a CPA or EA. Our course is designed to help you meet the IRS requirement that all paid tax preparers are certified by December 31, 2013. This comprehensive exam preparation course is a combination of nine study units that will give you indispensable insight to prepare you to pass the RTRP exam.

FREE Registered Tax Return Preparer Information Session
Orlando • July 26, 2012 • 5:30 - 7:00 p.m.

FREE TO ATTEND
Advance registration is required. Click on the city above for more information and to register.

For Jacksonville upcoming course dates, click here.
For Orlando upcoming course dates, click here.

   
 
Paralegal Activities
     
 


Is a Career as a Paralegal Right for You?
Find out at a free event.

Plan to attend:
Legal Studies Institute Open House
August 2, 6 - 7:30 p.m.
University of North Florida University Center

At this Free Event, Learn:
- About the legal profession
- How to earn a paralegal certificate
- About Northeast Florida Paralegal Association, Inc. (NEFPA)

At this Free Event, Meet:
- Instructors
- Current participants
- Prior program alumni

The event is free, but you must register in advance to attend by clicking here or by calling (904) 620-4200.

Fall term begins September 4.

   
  2-15 Life, Health and Variable Annuity Insurance License  
 


Jobs Are Available Now!
in the lucrative health insurance sales industry

The Financial & Professional Services Banner Center and the National Association of Insurance and Financial Advisors-Jacksonville proudly present our instructor-led 40-hour 2-15 Life, Health and Variable Annuity Prelicensing course. The course is designed to prepare you for taking the state exam.

Life, Health and Variable Annuity Insurance (2-15) Prelicensing Courses

July 20 - 23, 2012
August 17 - 20, 2012
September 21 - 24, 2012
October 19 - 22, 2012
November 16 - 19, 2012

December 14 - 17, 2012

All courses take place 8 a.m. - 6 p.m., Friday, Saturday, Sunday and Monday
at the UNF University Center in Jacksonville, Fla.
Fee: $139

Courses are offered monthly.
Click on your preferred date above for more information and to register,
or call (904) 620-4200.

 

   
Contact our Customer Care Team at (904) 620-4200 For more information and to register.
Banner Center for Finanical and Professional Services
  Facebook

 


University of North Florida Division of Continuing Education
12000 Alumni Drive,
Jacksonville, FL 32224-2678