Course Library
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Insights from the NAGDCA Fees Task Force
10-Oct-2023 National Association of Government Defined Contribution AdministratorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Although Cox Enterprises, Inc. is a private company and not striving to be public company compliant, the Internal Control Governance (ICG) group's goal is to help reduce the risk to our financial stat ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- GA
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Fraud investigators operate in the "evidence business," where the ability to gather, analyze, and present evidence is crucial to the success of any investigation.In this CPE course, Stephen Street wil ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Fraud investigators operate in the "evidence business," where the ability to gather, analyze, and present evidence is crucial to the success of any investigation.In this CPE course, Stephen Street wil ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Communications and Marketing
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
Secrets of Motivation Attitudes for Service How to Communicate with Diplomacy and TactProgram Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- MO
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 9 - 12 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- AL
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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Instability and Bankruptcy of a Counterparty Company: Exposing the Risks in 2016 LIVE Webcast
08-Dec-2015 The Knowledge Group, LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this two-hour, LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will help creditors understand the important aspects of this significant top ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Join us for an in-depth exploration of Installment Agreements, Offers in Compromise, and the intricacies of tax collections. This online course offers a comprehensive overview of the processes involve ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Join us for an in-depth exploration of Installment Agreements, Offers in Compromise, and the intricacies of tax collections. This online course offers a comprehensive overview of the processes involve ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.With a proposed increase to ordinary income tax ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The installment sales method is a useful technique for deferring the recognition of gains on property sales. In the Installment Sales course, we cover the general rules for installment sales, as well ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course was updated on 2/18/20 (covers 2020 tax year). This mini-course discusses the particulars of installment sales, including requirements, calculation and pitfalls. Cross issues such as a com ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
An installment sale is a sale of property where one or more payments are received after the close of the tax year. This mini-course discusses the particulars of installment sales, including requiremen ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
An installment sale is a sale of property where one or more payments are received after the close of the tax year. This mini-course discusses the particulars of installment sales, including requiremen ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Installment sales offer a great tax-planning opportunity for sellers. It is up to the tax advisor to explain the ramifications of installment sales to clients who are thinking about selling property o ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
According to the IRS, an installment sale occurs when certain types of property are sold at a gain and payments are made over more than one tax year. In these situations, the IRS permits a special typ ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
Location:
- UT
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course delves deeper into the major components of the IPPF Standards and their meaning to the profession.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
The creation of a training program that creates a real and sustained impact on attendees is part art and part science. This course will provide you with an overview of both the art and the science of ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
The creation of a training program that creates a real and sustained impact on attendees is part art and part science. This course will provide you with an overview of both the art and the science of ...Program Level:
mixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Learn how to guide insurance companies through the complexities of IRS regulations.Program Level:
OverviewDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Congress established the Federal Employees Retirement System (FERS) in 1986, and it took effect on January 1, 1987. While some may be covered under CSRS, most current civilian employees are covered by ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Congress established the Federal Employees Retirement System (FERS) in 1986, and it took effect on January 1, 1987. While some may be covered under CSRS, most current civilian employees are covered by ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
Taught by senior insurance professionals, this is a basic Group Live course that systematically reviews the manner in which the financial statements of insurers should be reviewed. The course also rev ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With higher divorce rates and the increased likelihood of disability or death, clients face challenging financial and emotional hurdles in retirement and retirement planning. For many, the risks of se ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Program Level: Introductory/Intermediate; Prerequisites: No prior analytical experience is necessary. This seminar will show participants the framework and tools necessary to analyze life insurance an ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Digital Asset Insurance is a specialized insurance product designed to protect against the unique risks associated with digital assets like cryptocurrencies, NFTs, and digital tokens. Insurance tailor ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Digital Asset Insurance is a specialized insurance product designed to protect against the unique risks associated with digital assets like cryptocurrencies, NFTs, and digital tokens. Insurance tailor ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explains insurance fraud, various methods by which insurance fraud is perpetrated, and the various weapons available to prevent it.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explains insurance fraud, various methods by which insurance fraud is perpetrated, and the various weapons available to prevent it.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This course explains insurance fraud, various methods by which insurance fraud is perpetrated, and the various weapons available to prevent it.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explains insurance fraud, various methods by which insurance fraud is perpetrated, and the various weapons available to prevent it.Delivery Method:
- QAS™ Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course offers an examination of the efforts required to prevent insurance fraud.Delivery Method:
- QAS™ Self Study
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Insurance Fraud: Detection & Prevention Techniques LIVE Webcast
24-May-2016 The Knowledge Group, LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this two hour LIVE Webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will review Insurance Fraud and discuss Detection & Prevention Techniques including ide ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Insurance Fraud: Effective Tactics to Win the War on Fraud in North American Landscape
10-May-2017 The Knowledge Group, LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The insurance industry has seen a significant increase in volume of fraud schemes in recent years such as first and third party fraud involving fictitious or exaggerated claims. In addition, sophisti ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers the basic principles of insurance in the U.S. as well as available products in both general and long-term insurance. The course offers a look at the U.S. insurance market, including ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course offers a complete introduction to insurance in the UK. You will learn the basic principles of insurance, and be able to identify all the available products in both general and long-term in ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Life insurance is often a critical component of estate and financial plans. Yet, life insurance is routinely a neglected or poorly managed asset and the process of evaluating insurance can be daunting ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
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
- 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
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Insurance Review: Real Life Examples of Delivering Value
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Many advisors find insurance confusing and are unsure of themselves when reviewing it for their clients. This session will walk through examples of actual client situations that have come up in the in ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Description:
The Insuring Vessel Owners & Operators Course is part of the PROFocus Series and designed for all insurance professionals. This 2-day course provides advanced, quality instruction covering current an ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The Intacct-Salesforce Connector links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. What do you get when you bring these two powerful solutions together? A fu ...Delivery Method:
- Group Internet Based
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