CPE/CEU Course Profiles 2004
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U.S. Tangible Investment Corporation is registered with the National Association of State Boards of
Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses. Complaints
regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville,
TN 37219-2417. Website www.nasba.org.
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***These courses have been accepted by the CFP® Board for continuing education credits for Certified
Financial Planners. The marks CFP® and Certified Financial Planner™ are owned by the Certified Financial
Planner Board of Standards.
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These courses have been accepted by the International Association of Registered Financial Consultants
for continuing educational credits for RFCs. The marks RFC and Registered Financial Consultant are owned
by the International Association of Registered Financial Consultants.
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These courses has been accepted by the Canadian Association of Financial Planners for continuing
education credits for Registered Financial Planners.
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COURSES ADAPTED FOR USE IN CANADA ARE LISTED IN RED.
ALL COURSES ARE LIVE. NO SELF STUDY PROGRAMS ARE CURRENTLY AVAILABLE. CREDIT HOURS ARE BASED ON FIFTY (50) MINUTES OF INSTRUCTION.
o CPA001 Rare Coin Investments: From the Basics to Due Diligence, 3 hours:***
o CAN001 Rare Coin Investments: From the Basics to Due Diligence, 3 hours:***
A comprehensive examination of the rare coin investment industry, discussing investor considerations for tangible asset investing, investment characteristics of rare coins, data sources and their use, certification services, market performance and valuation methods, client suitability factors, pricing methods, liquidation and due diligence procedures. This course is directed at the intermediate to advanced financial planner, as well as due diligence officers, but is suitable for the beginning planner as well. An extensive workbook and complete course outline is provided each attendee.
Years Offered: 1998-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA002 Tangible Assets in Qualified Plans, 2 hours:***
This course outlines the current opinions on the subject of retirement plan acquisitions of collectibles, including art, coins, stamps, precious metals and other tangible personal property commonly held for investment purposes. Discussion includes defined contribution and defined benefit plans as well as IRAs. History of tax codes and pertinent revisions are presented in addition to current sections of the code detailing the application of tangibles in retirement plans. Directed at the advanced financial planner, estate planner or CPA.
Years Offered: 1998-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA004 Introduction to Rare Coin Investing, 1 hour:***
o CAN002 Introduction to Rare Coin Investing, 1 hour:***
An introductory course to rare coin investing for planners at all levels discussing the basics of rare coins as an investment. Topics include, definition of a rare coin, bullion vs. rare coin performance and investor benefits of coin investments.
Years Offered: 1998-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA005 Due Diligence Procedures, 1 hour:
o CAN003 Due Diligence Procedures, 1 hour:
A course that provides basic due diligence procedures to be used in evaluating rare coin investment firms. Designed for compliance officers and advanced planners. NASD 3030 and 3040 examined in detail.
Years Offered: 1998-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA006 Rare Coins: Investment Basics, 2 hours:
o CAN006 Rare Coins: Investment Basics, 2 hours:
An expanded introductory course to rare coin investing for planners at all levels discussing the basics of rare coins as an investment. Topics include, definition of a rare coin, bullion vs. rare coin performance and investor benefits of coin investments. Liquidation methods and portfolio structure is also discussed.
Years Offered: 1998-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA007 Trusts and U.S. Rare Coins, 1 hour:
This course addresses the use of rare U.S. coins in trusts, common misperceptions on the use of rare coins in trust instruments and discussion of the applicability of the UPIA to rare coins.
Years Offered: 2000-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA008 Basics of Rare Coin Investments for Accountants and Other Non-Numismatists, 1 hour:
This course is designed especially for the CPA practitioner and provides insight on rare coin investments in the area of evaluations, establishing cost basis, tax consideration, use of coins in qualified plans, the accountant's role in evaluation of estate assets.
Years Offered: 1999-2001 (NOT CURRENTLY OFFERED)
Area of Specialization: Specialized Knowledge and Applications
o CPA009 Tangible Assets: The Basics, 3 hours:
o CAN009 Tangible Assets: The Basics, 3 hours:
This course examines the difference between the classes of collectible and industrial based tangible assets, covering gold and silver bullion, gemstones, rare coins, stamps, antiques and other hard assets. The method of determining the investment characteristics is reviewed in depth, including past performance, pricing, liquidity, and relationship to other classes of assets. Directed to the beginning to advanced planner, CPAs and may also be used for client seminars. Approved for PACE credits in Pennsylvania, April 2001.
Years Offered: 1998-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA010 Certified U.S. Rare Coins: Pricing Basics for Financial Advisors: 3 hours:
o CAN010 Certified U.S. Rare Coins: Pricing Basics for Financial Advisors: 3 hours:
This course provides comprehensive material on the methods and sources used for the pricing of rare U.S. coins. Price sources and formulas for both acquistion costs and liquidation are discussed, including both wholesale and auction methods.
Years Offered: 2000-Present
Area of Specialization: Specialized Knowledge and Applications
o CPA011 Telemarketing Fraud, 1 hour:
This course defines telemarketing fraud, current rules under the Telemarketing Act of 1995 and provides rules to prevent losses in rare coins by telemarketing fraud. Directed at planners at all levels and may be used for client seminars.
Years Offered: 1998-1999 (NOT CURRENTLY OFFERED)
Area of Specialization: Specialized Knowledge and Applications
o CPA012 Modern Portfolio Theory and Rare Coins, 1 hour:
o CANPA012 Modern Portfolio Theory and Rare Coins, 1 hour:
This course examines Modern Portfolio Theory (MPT) and the applicability of rare coins. The risk parameters and performance factors of rare U.S. coins in various market cycles is analyzed and evaluated as an element of MPT. Study materials include independent data on coin investments from Penn State University. Directed for the advanced financial professional.
Years Offered: 2000- Present
Area of Specialization: Specialized Knowledge and Applications
o CPA013 Introduction to Tangible Assets, 1 hour:
This is an introductory course examining the basics of tangibles assets classes and their investment characteristics. at planners at all levels and may be used for client seminars. Directed at planners at all levels and may be used for client seminars.
Years Offered: 2000 - Present
Area of Specialization: Specialized Knowledge and Applications
o CPA014 Rare Coins and Bullion - Advisors Guide, 1 hour:
Defines the differences between rare (numismatic) coins, gold bullion, silver bullion and semi-numismatic material. Directed at planners at all levels and may be used for client seminars.
Years Offered: 2000 - Present
Area of Specialization: Specialized Knowledge and Applications
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