Course Library
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial instruments are essential tools used by individuals, businesses, and governments to manage their financial risks, raise capital, and invest funds. These instruments provide various opportuni ...Delivery Method:
- Group Internet Based
-
Demystifying Taxation and Reporting Procedures for Client Bond Positions - LIVE
16-Apr-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Bonds are a common part of a client’s investment portfolio. However, common does not mean uncomplicated. The bond type, method of purchase, and circumstances by which it is sold can all impact how a b ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Demystifying Taxation and Reporting Procedures for Client Bond Positions - RECORDED
17-Apr-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Bonds are a common part of a client’s investment portfolio. However, common does not mean uncomplicated. The bond type, method of purchase, and circumstances by which it is sold can all impact how a b ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Demystifying the ESOP Trustee Team's Process in an ESOP Stock Purchase Transaction
29-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Unlock the intricate world of the Foreign Bank and Financial Accounts Report (FBAR) through this comprehensive course that dissects each component with meticulous precision. Whether you're new to FBAR ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course breaks the FBAR down into its individual components and covers each in exquisite detail.Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
A business may issue financial statements with one profit or loss figure while filing a tax return with a different ending result. These reporting variations are due to differences between the account ...Delivery Method:
- QAS™ Self Study
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Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 13 - 16 credits
Description:
Avoid costly mistakes – get your overhead rate right the first time. Every year, firms are held liable for overhead rate errors. Given the complexity and ever-evolving nuances of FAR, ensuring accurac ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- CO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
What is the difference between “joint with rights of survivorship” and “tenants in common”? What is a revocable living trust and how do we document it? Do we really need a corporate resolution? How do ...Program Level:
BasicDelivery Method:
- Group Live
-
Deposits Compliance: An Overview and What it Means for your Financial Institution
10-Jan-2024 MY-CPE LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Ready to master the complex world of financial regulations? Don't miss our CPE webinar. In an era of increased regulatory scrutiny and rising expectations, this course delves into deposit-related regu ...Delivery Method:
- QAS™ Self Study
-
Deposits Compliance: An Overview and What it Means for your Financial Institution
07-Apr-2025 MY-CPE LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Ready to master the complex world of financial regulations? Don't miss our CPE webinar. In an era of increased regulatory scrutiny and rising expectations, this course delves into deposit-related regu ...Delivery Method:
- Group Internet Based
-
Deposits Compliance: An Overview and What it Means for your Financial Institution
30-Apr-2025 MY-CPE LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Ready to master the complex world of financial regulations? Don't miss our CPE webinar. In an era of increased regulatory scrutiny and rising expectations, this course delves into deposit-related regu ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This seminar will discuss the differences between depreciation for financial reporting purposes (book) and tax reporting purposes (tax). It will outline various depreciation methods along with definit ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
6 CPE Hours Full Course Price: $59.50 Formats: Hard Copy and PDF This course discusses how you can recover the cost of business or income-producing property through deductions for depreciation, includ ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Are you interested in learning about depreciation in accounting? Eric Knight is leading our comprehensive course that covers the fundamental concept of depreciation in financial accounting. Depreciati ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Are you interested in learning about depreciation in accounting? Eric Knight is leading our comprehensive course that covers the fundamental concept of depreciation in financial accounting. Depreciati ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Description:
This session of will cover the basics of derivatives with a focus on interest rates. We’ll start out with an overview of derivatives that define what is a derivative and its use. Next, you’ll learn ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
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Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 9 - 12 credits
Description:
A derivative is a financial product that derives its value based on an underlying asset, liability, or other variable (such as an interest rate, foreign currency, or commodity price). Derivatives have ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
A derivative is a financial product that derives its value based on an underlying asset, liability or other variable (such as an interest rate, foreign currency or commodity price). Derivatives have b ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
A derivative is a financial product that derives its value based on an underlying asset, liability or other variable (such as an interest rate, foreign currency or commodity price). Derivatives have b ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
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- NJ
- NM
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- OR
- PA
- PR
- RI
- SC
- SD
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- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Accounting
Credit Hours:
- 9 - 12 credits
Description:
This two day course aims to familiarise participants with the true essentials of derivative instruments. Participants will be equipped, not just to understand the impact of a variety of derivative ins ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
This introductory course on the topic of derivatives covers the fundamental knowledge you need to know about derivatives. You will learn to differentiate between forward, futures, options, and swaps c ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Design Thinking: An Innovation Approach for Solving Problems
02-Oct-2018 UNC Charlotte Extended Academic ProgramsField of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
In today’s world, the ability to innovate and to adapt to change is critical for any organization. Clinging to the status quo is a fast track to obsolescence. New products, services, and processes may ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Design Thinking: An Innovative Approach for Solving Problems
17-Oct-2017 UNC Charlotte Extended Academic ProgramsField of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
In today’s world, the ability to innovate and to adapt to change is critical for any organization. Clinging to the status quo is a fast track to obsolescence. New products, services, and processes may ...Delivery Method:
- Group Live
Location:
- NC
-
Design Thinking: An Innovative Approach for Solving Problems
02-Mar-2021 UNC Charlotte Extended Academic ProgramsField of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
In today’s world, the ability to innovate and to adapt to change is critical for any organization. Clinging to the status quo is a fast track to obsolescence. New products, services, and processes may ...Program Level:
mixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
PROGRAM DESCRIPTION: Basic Understanding of how Cash Balance and Profit Sharing Combination Plans provide flexibility and large annual tax-deductible contributions. These plans can also make it easier ...Program Level:
BASIC no prerequisites are required * no advance preparation is requiredDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Finance
Description:
This course reviews the design criteria that are common to all well-designed and useful Management P&Ls.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the design criteria that are common to all well-designed and useful Management P&Ls.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the design criteria that are common to all well-designed and useful Management P&Ls.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the design criteria that are common to all well-designed and useful Management P&Ls.Delivery Method:
- QAS™ Self Study
-
Designing and Delivering Engaging Virtual Classes
30-Apr-2019 UNC Charlotte Extended Academic ProgramsField of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Organizations are increasingly moving from instructor-led classroom training to the virtual classroom. Whether you have already started to design and deliver synchronous virtual classes or just beginn ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Most companies are operating in a global environment. Many, though, are still managing payroll in a very decentralized way, with different systems, vendors, and processes around the globe. This can re ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Description:
The Balanced Scorecard is a forward-looking management process that enables managers to achieve their strategic and financial goals.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course looks at the Balanced Scorecard Approach, a forward-looking management process that enables managers to achieve their strategic goals.Delivery Method:
- QAS™ Self Study
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