Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This curriculum expands on the introductory information provided in Derivative Instruments to present a more in–depth look at forwards and futures. It explores the definitions, pricing and application ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
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Foster More Productive Client Meetings, Instead Of Asking 'Why', Try 'What Else', and 5 Screening Questions To Assess Client Readiness And Appropriateness
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Employees are a company's largest, un-measurable asset and collectively they dictate success for a company. Well known leader, Jack Welch, states that there are three measurements that tell you everyt ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Employees are a company's largest, un-measurable asset and collectively they dictate success for a company. Well known leader, Jack Welch, states that there are three measurements that tell you everyt ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Employees are a company's largest, un-measurable asset and collectively they dictate success for a company. Well known leader, Jack Welch, states that there are three measurements that tell you everyt ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
Employees are a company's largest, un-measurable asset and collectively they dictate success for a company. Well known leader, Jack Welch, states that there are three measurements that tell you everyt ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Disruption in the economy is a key driver of change for businesses. Addressing change starts with your business's core values and then leading by example at all levels within your business and with cl ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
An Introduction to U.S. Tax Information Reporting and Withholding. This course will be taught by Comply’s Finance Director, Tina Marley. After completing this course, you will be able to: Identify Bas ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Join financial planning expert Robert Keebler as he discusses the final 401(a)(9) regulations and paying IRAs to trusts. This comprehensive course discusses tax planning strategies for IRAs, including ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Get introduced to the fundamentals of effective interviewing and establish the foundation for more advanced modules featuring BIAs detection of Behavioral Indicators and Strategic Interviewing. This ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1040.Are you ready to simplify the complex world of individual tax preparation? This C ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1040.Are you ready to simplify the complex world of individual tax preparation? This C ...Delivery Method:
- Group Internet Based
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Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Start your new engagements with confidence and clear direction. Our ten Foundational Questions© are designed to help your team define goals and desired outcomes to reduce the likelihood of rework and ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Description:
This course covers the realities of internal audit management roles, and how to build a strong foundation for your company.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course covers the realities of internal audit management roles, and how to build a strong foundation for your company.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Individuals considering entering an IA (Internal Audit) management role must comprehensively understand the challenges and benefits inherent in the position. The job demands a critical grasp of specif ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Individuals considering entering an IA (Internal Audit) management role must comprehensively understand the challenges and benefits inherent in the position. The job demands a critical grasp of specif ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course covers the realities of internal audit management roles, and how to build a strong foundation for your company.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course covers the realities of internal audit management roles, and how to build a strong foundation for your company.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 5 - 8 credits
Description:
This course provides the required understanding and insight into understanding, designing, managing and monitoring internal auditsDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1065.Navigating the complexities of partnership tax compliance presents challenges for ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the series on Form 1065.Navigating the complexities of partnership tax compliance presents challenges for bot ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1120S.Ever wondered what makes S Corporations unique in the tax landscape? This founda ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the series on Form 1120S.Ever wondered what makes S Corporations unique in the tax landscape? This foundation ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This session will provide insight on the realities of internal audit management roles, and the elements needed to build a strong internal audit department to provide the most value for your company. T ...Program Level:
BeginnerDelivery Method:
- QAS™ Self Study
-
Foundations of a Successful ESOP Owned Company
18-Jul-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 21 + credits
Description:
Goal: Develop Strong Leaders Objective: Enhance understanding of leadership principles, styles and best practices. Objective: Equip leaders with necessary skills, insights, and tools to become effecti ...Program Level:
NoviceDelivery Method:
- Group Live
Location:
- TN
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Version 3.0 of the Business Analysis Body of Knowledge® emphasizes the importance of value creation in the role of the Business Analyst. The BA still must gather accurate requirements from business us ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Creating the Strategic Context for Mission-Critical Projects Version 3.0 of the Business Analysis Body of Knowledge® emphasizes the importance of value creation in the role of the Business Analyst. Th ...Program Level:
MixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Foundations of Corporate Value: NOPAT, Working Capital, and Capex Adjustments Unveiled
22-Mar-2024 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In the realm of corporate finance, understanding the foundations of corporate value is paramount. This course delves into three key pillars: NOPAT (Net Operating Profit After Taxes), working capital, ...Delivery Method:
- QAS™ Self Study
-
Foundations of Corporate Value: NOPAT, Working Capital, and Capex Adjustments Unveiled
15-May-2025 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In the realm of corporate finance, understanding the foundations of corporate value is paramount. This course delves into three key pillars: NOPAT (Net Operating Profit After Taxes), working capital, ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Foundations of Financial Risk is an educational, self-guided interactive course that covers how banks operate, how they are governed, and how they are regulated. Individuals who successfully complete ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course presents a brief overview of the mortgage industry and its impact on the economy. It examines individuals involved in the mortgage loan process and identifies specific areas vulnerable to ...Delivery Method:
- QAS™ Self Study
-
Foundations of Preparing the Federal Gift Tax Return (Form 709) & Preparing the Federal Estate Tax Return (Form 706)
Western CPEField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
PART I – Foundations of Form 709 the Federal Gift Tax Return Many taxpayers made gifts in the last year to transfer substantial assets at little to no Federal gift tax cost to take advantage of the si ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Founding, Fixes and Future of Social Security
National Association of Registered Social Security Analysts, Ltd.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course is intended to give an historical perspective of the Social Security program specifically focused on the financial specifics of the trust funds, past amendments and proposed future fixes t ...Program Level:
AdvancedDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial Planning & Analysis (FP&A) is one of the most common roles in finance and accounting and companies of all sizes need skilled professionals to help monitor business performance and recommend ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to master the art of financial planning and decision-making? Financial Planning and analysis (FP&A) is the backbone of every successful business, guiding organizations toward achieving t ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to master the art of financial planning and decision-making? Financial Planning and analysis (FP&A) is the backbone of every successful business, guiding organizations toward achieving t ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
Monthly cash flow modeling course overview Master the art of building a rolling 12-month cash flow forecast model in our Financial Planning & Analysis FP&A class. In this monthly cash flow modeling co ...Program Level:
IntermediateDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
CFI’s “FP&A Professional Contractor Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs i ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
CFI’s “FP&A Professional Dashboard Visualizations & Analysis” course will help you understand how to configure FP&A data to visualize in on a dashboard. We will also review some Excel skills used to c ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
CFI’s “FP&A Professional Debt and Capex Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company’s capi ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
CFI’s “FP&A Professional Excel Forecast Model Design” course will help learn best-in-class approaches to FP&A model design. This course will also teach you about the importance of cover pages as well ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
CFI’s “FP&A Professional Financial Statement Aggregation & Analysis” course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approach ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
FP&A models can be overwhelming and quite complex. CFI’s “FP&A Professional Formatting & Revenue Forecasting” course will help you filter through challenges you may have to learn best-in-class approac ...Delivery Method:
- QAS™ Self Study
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