International Tax & Financial ServicesGraduate Programs

for lawyers & non-lawyers

Since 1994 -

training international financial service professionals and government regulators residentially

and non-residentially

Contemporary & Collaborative

Innovations• Tech Smart Building• Multi-Point Video

delivery• Partnership models• Publishing models

International Tax & Financial Services non-residential

(online) Programs

7 Concentrations for 30 courses

• Financial Services

• International Tax

• Compliance and Risk Management

• Wealth Management

• USA Taxation

• Insolvency and Bankruptcy

Financial Services

Chartered Portfolio Manager & 

Investment ManagementLaw of Banking and Financial 

InstitutionsFinancial Crimes

Consumer ComplianceLoan Workouts, Collections & 

ForeclosureFinancial Instruments

International Tax

Anti‐Avoidance & Tax Risk 

ManagementInternational Tax & Financial 

CentersEuropean Taxation

International Tax & Tax Treaties International Estate Planning International Transfer Pricing

USA Tax

Income Tax Estate and Gift Partnership Taxation

Tax Civil Procedure Advanced Income Tax Corporation Tax

Bankruptcy

Consumer Bankruptcy Business BankruptcyInternational & Comparative 

Bankruptcy

Bankruptcy ProcedureLoan Workouts, Collections & 

ForeclosureBankruptcy Taxation

Wealth Management

Chartered Wealth Manager Chartered Asset Manager Trusts and Company Law

Chartered Portfolio Manager & 

Investment ManagementInternational Estate Planning Financial Instruments

Compliance & Risk 

Management

Anti‐Money LaunderingLaw of Banking and Financial 

InstitutionsFinancial Crimes

Consumer Compliance International Compliance Bank Secrecy Act

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

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

• 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 ™

total 2010/2011fall winter spring summer

new students/ semester 50 50 50 50total enrolment/ semester 93 100 108 134total new students/ year 200total enrollment/ year 435

Direct Enrollment 2010 –

2011*

*does not include articulations

sample online library databases

Databases: Proprietary and Aggregators

Lexis-Nexis Westlaw Checkpoint World Tax Executive CCH BNA BNA International Butterworths IBFD Tax AnalystsWestlaw China Westlaw Business Bloomberg LawMatthew Bender Oxford IBLS CompliNet Economist and 60 others

E-book libraries

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

Books

LexisNexis

Wolters KluwerThomson Reuters Oxford/IBLS

• Largest publisher for insurance / wealth management industry

• Exclusive relationship

• Education / Certification sales via national distribution force

• 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

Concept Mapping

• # 1 selling tax treatise

• 1/3 of chapter contracts for 3 years(400 pages each)

• 12 chapters of 80 = 15% of publication