Training & Education
Learn from the Best
FRS Equity Strategies created the first-ever comprehensive training for the Equity Professional in 2000. Since then, we have trained nearly 1,500 executives, plan administrators and service providers. Our training grew out of our own experience and remains grounded in real-world applications. Our personalized approach to teaching—combining high-tech and high-touch—is unmatched in the industry. We offer a range of class formats—on-line and on-site—to suit your company’s needs. Classes are designed for managers, staff and service providers, and we can even customize a class just for you.
Equity Plans Management and Administration Courses (SPA)
Let FRS Equity Strategies teach you to master equity plan management and administration. Instructors cover laws and regulations, principles and best practices, as well as how to avoid common mistakes. Real-world examples, hands-on exercises, and the instructor’s own work experience help you gain a clear understanding of each concept. We offer classes designed for public and private companies. Sample classes include:
- Taxation
- Accounting
- Compliance Training for Executives and Management
- Employee Equity Plans
FAS 123(R) for Executives and Finance Teams
Learn the rules and how this important regulation applies to your company from a panel of expert teachers, including equity and tax experts.
- FAS 123(R): History, Impact and Timing for Compliance; Considerations for Implementation; Valuation Methods; Attribution Methods; Conditions for Expense Recognition; Forfeitures; Liability vs. Equity Awards; ESPPs; Tax Accounting; Capturing Historical Data for Deferred Tax and APIC Accounts
Certified Equity Professional (CEP) Exam Preparation
Three of four students who use FRS Equity Services prep materials pass their CEP exams on the first try. Developed by CEPs with many years of experience, our courses give you the administration, accounting, legal and taxation coverage you will need to pass all three levels of the CEP examination.
Software Application Classes
Software applications can do a lot of the work for you, as long as you know how to work the software. We offer training on all of the major equity plan software applications:
- EASi
- EquityEdge
- Stock Trans
- Transcentive