Course Library
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Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In this course, we'll use Tableau Prep's basic cleaning tools. We'll prepare a dataset with many errors for use with Tableau Desktop.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Business owners who don’t have a record-keeping system (or use Excel!) Business who use QuickBooks Desktop and are considering the move to QuickBooks Online Bookkeepers who are comfortable with QuickB ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
Location:
- OR
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to master the critical steps in completing and e-filing tax returns using Drake Tax Software?This CE course, which is part of the Drake Tax Software 1065 Filings series, will walk you th ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to master the critical steps in completing and e-filing tax returns using Drake Tax Software?This CE course, which is part of the Drake Tax Software 1065 Filings series, will walk you th ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Clergy housing and the IRS tax rules surrounding the housing allowance can be tricky for tax professionals to navigate. Many may not fully understand the unique tax advantages and implications for min ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Clergy housing and the IRS tax rules surrounding the housing allowance can be tricky for tax professionals to navigate. Many may not fully understand the unique tax advantages and implications for min ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The rise of online ordinations has made it easier than ever for individuals to become ministers. But does that title automatically grant them tax benefits like the housing allowance exclusion? The IRS ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The rise of online ordinations has made it easier than ever for individuals to become ministers. But does that title automatically grant them tax benefits like the housing allowance exclusion? The IRS ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Did you know that ministers can access unique tax advantages that significantly impact their current and future financial well-being? Clergy members face a complex tax landscape, but with proper plann ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Did you know that ministers can access unique tax advantages that significantly impact their current and future financial well-being? Clergy members face a complex tax landscape, but with proper plann ...Delivery Method:
- Group Internet Based
-
Client Advisory Services: Strategies for Providing Collaborative Bookkeeping and Accounting Services (Self Study)
Western CPEField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Providing higher value added services through collaborative bookkeeping and accounting services is a valuable client advisory service. Learn strategies to run a successful practice, understand how to ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Client and Engagement Management - Managing the Black Holes That Erode Profitability
24-Aug-2022 MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Engagement management is a term that is mostly associated with project management. It is a management process that brings together client relations (sales and support), project management, delivery, a ...Delivery Method:
- QAS™ Self Study
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critic ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Field of Study:
- Communications and Marketing
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Learn how to setup client profiles and projects. Learn about workflow in CCH. Learn how different fields interact with different systems.Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you tired of client meetings that feel like routine check-ins focused solely on compliance? What if those meetings could be opportunities to uncover hidden growth potential, strengthen client rela ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you tired of client meetings that feel like routine check-ins focused solely on compliance? What if those meetings could be opportunities to uncover hidden growth potential, strengthen client rela ...Delivery Method:
- Group Internet Based
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Client Service Experience - Moving from Great to Exceptional in Three Steps
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Description:
Exceptional client service is a competitive advantage that accelerates the growth of your firm. This session will explore the steps for developing, training and sustaining exceptional client service ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- CA
- NC
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Traditionally, fixed income investments preserve capital and provide modest income to investors. In this session, we will analyze and discuss the impact of rising rates on longer-term fixed income sec ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course provides continuing professional education (CPE) to enhance competence in preparing income tax returns for individuals. Subject matter includes information about the effect of children and ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Climate-change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Climate-change and sustainability are topics that are increasingly on the minds of investors and other stakeholders. Companies are increasingly subject to nonfinancial reporting requirements relating ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the prevailing sustainability reporting and the nonfinancial reporting frameworks. This course also reviews the accounting for climate change risks under U.S. GAAP and Internationa ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Most people may think of climate change action as primarily involving scientists and governments — but there is a clear geopolitical angle to it that keeps businesses and other organizations up at nig ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Clinical Development 101: General Principles sets the stage for the entire Biotech Primer clinical development series by covering the essential terms, milestones, and considerations needed to understa ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Clinical Development 201: Phase I provides insights into Phase 0 and Phase I clinical trials, including their purpose and regulatory requirements. This class, the second in the Biotech Primer Clinical ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Clinical Development 301: Phase II/III focuses on the purpose and critical differences between well-controlled Phase II and III studies. This class expertly explains the art of trial design and how ea ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Clinical Development 401: Phase IV uncovers what happens after a new drug gains approval and enters the marketplace. This class, the 4th and final in the comprehensive Biotech Primer Clinical Developm ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course examines a number of fundamental opportunities for transitioning a business, including transitioning to an existing family member, other current partners, employee plans such as ESOPs, sal ...Delivery Method:
- Group Live
Location:
- VA
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this session we will review the Balance Sheet, the Profit & Loss Statement and year end workpapers in the effort to close out the books at year end. We will discuss what items we look for, how the ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this session we will review the Balance Sheet, the Profit & Loss Statement and year end workpapers in the effort to close out the books at year end. We will discuss what items we look for, how the ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
This course demonstrates how the accounting systems summarize information into financial statements, how to close the books efficiently, how to construct financial statements, and the controls and rec ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
Closing the Books: An Accountant's Guide demonstrates how the accounting systems summarize information into financial statements, how to close the books efficiently, how to construct financial stateme ... -
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
Closing the Books gives you a complete understanding of how information is summarized into the financial statements, as well as the closing steps needed to create financial statements. It shows how to ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
Closing the Books: An Accountants Guide demonstrates how the accounting systems summarize information into financial statements, how to close the books efficiently, how to construct financial stateme ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
One of the most difficult tasks for the practicing accountant is to close the books at the end of each month and produce a quality set of financial statements in a timely manner. From the perspective ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The module 'Cloud Computing: An Introduction' introduces learners to the exciting world of cloud computing. The learner will explore how cloud computing evolved, learn how businesses can benefit from ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Cloud computing has transformed the way businesses operate, offering unprecedented scalability, cost savings, and enhanced collaboration. But with these rewards come significant risks—security breache ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Cloud computing has transformed the way businesses operate, offering unprecedented scalability, cost savings, and enhanced collaboration. But with these rewards come significant risks—security breache ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course covers two common unsupervised learning techniques that can be deployed in Alteryx. The first is market basket analysis which can be used to understand customer behavior. The other is clus ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course covers two common unsupervised learning techniques that can be deployed in Alteryx. The first is market basket analysis which can be used to understand customer behavior. The other is clus ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
CMC Primer explores the essential considerations in drug development known as Chemistry, Manufacturing, and Controls (CMC). It starts by explaining the critical importance of CMC implementation using ...Delivery Method:
- QAS™ Self Study
-
Description:
The CMIP Graduate Seminar is part of the PROFocus Series and designed for all insurance professionals. This 2-day seminar provides advanced, quality instruction covering current and practical materia ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
CNL Securities Ins and Outs of Private Equity
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The Ins and Outs of Private Equity will take you through : Today’s financial market landscape Why people invest in private equity What is private equity How private equity worksProgram Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
-
Coach your clients on retiree health insurance with these simple steps
15-Dec-2020 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Transitioning to Medicare can be confusing and anxiety-producing for those who are turning 65 and/or retiring. Individuals may look to you – their trusted Financial Advisor – for help and guidance. Th ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
The Coaching and Mentoring course discusses how to engage in the coaching and mentoring of employees, so that the results of these engagements are maximized. Topics covered include coaching models, th ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
The Coaching and Mentoring course discusses how to engage in the coaching and mentoring of employees, so that the results of these engagements are maximized. Topics covered include coaching models, th ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
26113 Results