Description:

Is it better to be a specialist or a generalist?Specialists are subject matter experts in a field who usually attain their status by investing large amounts of time. Indeed, the 10,000-hour rule is a ...

Description:

Divorce can be one of the most devastating occurrences for your clients. Many times, our clients are not thinking clearly during the process, and by the time they realize it, it could be too late! Joi ...

Description:

Financial Planner’s Ethical Dominance ® provides a practical approach to learning the ethical standards of professional conduct and responsibility through the use of 21 anonymous case histories. This ...

Description:

Description:

Description:

To show corporate financial professionals how best to achieve their companies' long-term business goals by using cutting-edge Financial Planning & Analysis (FP&A) to support better business decisions ...

Description:

Financial Planning and Analysis (FP&A) is the heartbeat of strategic decision-making, bridging financial insights with organizational goals. Are you looking to transform data into actionable strategie ...

Description:

Description:

Presentation Description: Helping clients navigate change is an important objective of financial planning.  But what if change has a profound effect on the profession itself? The recent COVID pandemic ...

Description:

The rising education costs in the U.S. have put immense pressure on students and families alike. Many experts believe that education in the United States should last at least 14 years. Others believe ...

Description:

The rising education costs in the U.S. have put immense pressure on students and families alike. Many experts believe that education in the United States should last at least 14 years. Others believe ...

Description:

This course introduces you to the holistic, 7-step Financial Planning Process that underpins the journey an Advisor takes his or her clients through. You will learn about the common milestones in life ...

Description:

Description:

This course explains the difference between investments and savings. It also provides an overview of different investment options available to individuals.

Description:

This course explains the difference between investments and savings. It also provides an overview of different investment options available to individuals.

Description:

This course explains the difference between savings and investments. It also provides an overview of the various products available to individuals for savings.

Description:

This course explains the difference between savings and investments. It also provides an overview of the various products available to individuals for savings.

Description:

This presentation integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, an ...

Description:

18 CPE Hours Full Course Price: $109.50 Formats: Hard Copy and PDF This course will prove to be a great reference for many areas that directly impact an organization’s effectiveness. From budgeting an ...

Description:

To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding ...

Description:

To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding ...

Description:

CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client's life. In this course, you will learn a high-level, thr ...

Description:

This course provides more detail about the type of financial policies that are needed by an organization to safeguard assets and stay out of trouble.

Description:

Master real world applications of financial products and their derivatives

Description:

In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.

Description:

In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.

Description:

One of the most basic analytical and underwriting tools a banker must have is the ability to determine whether a borrower can repay their loans based on the financial information available.Financial o ...

Description:

Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends to highlight operational efficiencies and inefficiencies. For the CPA in the attest function, financial ...

Description:

This course focuses on the various leverage ratios, their purpose calculation and meaning.

Description:

This course focuses on Liquidity, Solvency and Debt ratios.

Description:

Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends and determine operational efficiency. For the CPA in the attest function, financial ratios are an import ...

Description:

Are you ready to explore the hidden side of your company’s financial performance? Unlocking the full story of your company’s financial health requires a deeper dive into financial metrics that go beyo ...

Description:

Are you ready to explore the hidden side of your company’s financial performance? Unlocking the full story of your company’s financial health requires a deeper dive into financial metrics that go beyo ...

Description:

This exciting on-demand webcast will provide CPAs and finance professionals with insights and tools needed to fulfill their leadership and reporting responsibilities as we emerge from the economic dow ...

Description:

In the past year, the Securities and Exchange Commission (SEC) has set out its intensified financial reporting and disclosure enforcement efforts due to the dramatic rise of violations. In the fiscal ...

Description:

Description:

Description:

Welcome to “Financial Reporting Ethics: Tools & Mastery, Part 1”---your gateway to mastering the practical side of ethical financial reporting. This course doesn’t just teach ethics; it empowers you w ...

Description:

Welcome to Financial Reporting Ethics: Tools & Mastery, Part 2. While this course builds upon concepts from Part 1 (ethical foundations, under pressure situations, revenue recognition), it is designed ...

Description:

The AICPA has issued its new, special-purpose Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). This groundbreaking framework was developed to provide comprehensive, m ...

Description:

This course discusses a special-purpose framework to provide simplified, consistent, and relevant financial statements for smaller reporting entities. It uses uncomplicated, consistent, and principles ...

Description:

Delve into the specialized realm of financial reporting for cannabis businesses with this comprehensive webinar. Gain valuable insights into crucial aspects such as revenue recognition, cost accountin ...

Description:

Description:

Description:

Description:

The world of business and finance is facing intense scrutiny as major fraud cases and accounting scandals make headlines.From Binance’s tax fraud investigation in France to the shocking $600M financia ...

Description:

Description:

Financial services firms' corporate compliance and ethics programs are under intense regulatory scrutiny. Many new rules have been issued which impact the manner in which financial services firms oper ...

Description:

Financial services firms' corporate compliance and ethics programs are under intense regulatory scrutiny. Many new rules have been issued which impact the manner in which financial services firms oper ...

Description:

Financial services firms' corporate compliance and ethics programs are under intense regulatory scrutiny. Many new rules have been issued which impact the manner in which financial services firms oper ...