degree, certification and professional designations

1. International Tax & Financial Services
Graduate Programs
for lawyers & non-lawyers
Since 1994 - training international
financial service professionals and
government regulators residentially
and non-residentially

2. Contemporary & Collaborative
Innovations
• Tech Smart Building
• Multi-Point Video
delivery
• Partnership models
• Publishing models

3. International Tax & Financial
Services non-residential
(online) Programs

4. 7 Concentrations for 30 courses
• Financial Services
• International Tax
• Compliance and Risk Management
• Wealth Management
• USA Taxation
• Insolvency and Bankruptcy

5. Chartered Portfolio Manager & Law of Banking and Financial
Financial Crimes
Investment Management Institutions
Financial Services
Loan Workouts, Collections &
Consumer Compliance Financial Instruments
Foreclosure
Anti‐Avoidance & Tax Risk International Tax & Financial
European Taxation
Management Centers
International Tax
International Tax & Tax Treaties International Estate Planning International Transfer Pricing
Income Tax Estate and Gift Partnership Taxation
USA Tax
Tax Civil Procedure Advanced Income Tax Corporation Tax
International & Comparative
Consumer Bankruptcy Business Bankruptcy
Bankruptcy
Bankruptcy
Loan Workouts, Collections &
Bankruptcy Procedure Bankruptcy Taxation
Foreclosure
Chartered Wealth Manager Chartered Asset Manager Trusts and Company Law
Wealth Management Chartered Portfolio Manager &
International Estate Planning Financial Instruments
Investment Management
Law of Banking and Financial
Anti‐Money Laundering Financial Crimes
Institutions
Compliance & Risk
Management Consumer Compliance International Compliance Bank Secrecy Act

6. Time to Graduate
• 24 credits = 8 courses (3 credits each)
• Can transfer courses with articulation
• graduate from 1 to 4 years
• Master of Laws for law degree holders
• Master of Science of Laws for business
degree holders
• Ph.D. program for select graduates

7. 60,000 members & certified members in
100 + countries
worldwide financial professional
organization with members in 140 countries
hosting and organizing certification training.
7 FINRA Listed Board Certifications
US Department of Labor BLS listed
global trademark agreements with the
CFP™ Board of Standards and the CFA™
Institute
AACSB recognition agreement and
membership

8. • Chartered Wealth Manager ® CWM® Board Certification
• Chartered Compliance Analyst ™ CCA™
• Certified Risk Analyst ™ CRA™ Certified in Risk Management
• Certified International Tax Analyst ™ CITA™
• Chartered Trust and Estate Planner Designation ™ CTEP™
• Certified Transfer Pricing Specialist ™ CTS™ Board
Certification
• Certified Asset Protection Analyst ™ CAPA™
• Certified Anti Money Laundering Consultant ™ CAMC™
• Chartered Portfolio Manager ™ CPM™ Board Certification
• Registered Financial Specialist ™ RFS ™ Board Certification
• Master Financial Planner Professional ™ MFP ™ Board
Certification
• Chartered Asset Manager ™ CAM™
• Management Consulting Professional™ MCP ™
• Chartered Market Analyst™ CMA ™
• Certified e-Commerce Consultant ™ CEC ™

9. Direct Enrollment 2010 – 2011*
total 2010/2011
fall winter spring summer
new students/
semester 50 50 50 50
total enrolment/
semester 93 100 108 134
total new students/
year 200
total enrollment/ year 435
*does not include articulations

10. sample online library
databases
Databases: Proprietary and Aggregators
Lexis-Nexis Westlaw Checkpoint World Tax
Executive CCH BNA BNA International
Butterworths IBFD Tax Analysts
Westlaw China Westlaw Business Bloomberg Law
Matthew Bender Oxford IBLS CompliNet
Economist and 60 others
E-book libraries

11. Market for Legal Publishing
The three big leaders
• Thomson Reuters → $3.5 billion
• LexisNexis → $3.2 billion
• Wolters Kluwer → $2 billion
Approximately $10.5 billion
revenues in global legal
publishing in 2008
- growth in 2009

12. Books
LexisNexis
Wolters Kluwer
Thomson Reuters Oxford/IBLS

13. • Largest publisher for
insurance / wealth
management industry
• Exclusive relationship
• Education / Certification
sales via national
distribution force

14. • 3 treatise titles
being re-issued
late 2010 via major
program marketing
campaign
• “Concept
Mapping” release
mid 2010 for front-
page of LN tax, roll
out entire LN site
2011

15. Concept Mapping

16. • # 1 selling tax
treatise
• 1/3 of chapter
contracts for 3 years
(400 pages each)
• 12 chapters of 80 =
15% of publication