MSI Continuing Professional Education CLASSES

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Understanding the Captive Model

SAVE THE DATE: July 30, 2019 AT 11:00 EST

This Lunch Program, sponsored by GP Agency in Raleigh, NC and presented by MSI, will provide practical and functional information to learn how captives can be a great solution for business owners, providing less risk and more profit. Take advantage of this opportunity to learn more about setting up a successful captive entity, including the financial benefits and how to identify potential clients. Upon completion of the class, CPAs will receive 1 CPE credit and 1 CE credit for CFPs . 

CAPTIVE insurance explained

CAPTIVES 2.0 YOU OWN AN INSURANCE COMPANY, NOW WHAT?

SAVE THE DATE: september 12, 2019 AT 2:00 EST

By taking this 50 minute course, you should be able to understand the various management functions of running a captive insurance company. You should also be able to briefly explain how a captive insurance company operates once formed as well as understand a typical claim process start to finish. Upon completion of the class, CPAs will receive 1 CPE credit and 1 CE credit for CFPs .

Non-qualified deferred compensation

updated Date: NOvember 21, 2019 at 2:00 est

By taking this 50 minute course, you should be able to understand what a Non-Qualified Deferred Compensation (NQDC) Program is including its uses and benefits for both the employer and employee. You should be able to explain the differences between a NQDC program and a Qualified Program and you should also be able to identify clients that would qualify for a NQDC program. Upon completion of the class, CPAs will receive 1 CPE credit and 1 CE credit for CFPs . 

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All classes are FREE for 1 or 2 CPE/CE credits depending on class upon completion.

MSI’s CPE/CE Courses provide:

  • Sought after and knowledgeable presenters that have years of expertise on Taxes, Accounting and Specialized Knowledge – in this case: Captives and/or NQDC programs

  • A Webinar format that is easily accessible from anywhere you have internet access

  • Efficient and effective learning

  • Complete tracking and reporting

  • 1-2 CPE/CE credits earned upon successful completion of each course

To register or request more information:

Email INFO@TheMSICorp.com