In this dynamic Kaplan course led by Paul Mladjenovic, CFP Board Emeritus, discover practical ways to generate sustainable passive income through dividends, REITs, royalties, and digital ventures. Designed for finance and accounting professionals, it highlights key strategies, tax implications, and emerging opportunities that can strengthen portfolios and enhance client advisory services.
Product Code
1000005190-141461
Credit Type
CPE: 1
CPE-Technical: 1
Intended Audience
CPAs and other financial professionals seeking education on the topic.
NASBA Field of Study
Accounting
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None
Learning Objectives
Distinguish between active and passive income strategies.
Recognize dividends ETFs, REITs, and other vehicles as tools for sustainable cash flow.
Distinguish tax treatment across different passive income sources.
Identify new opportunities in digital assets, royalties, and licensing.