Course Library
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Cross-functional teamwork is one of the most difficult aspects of high performance. Various elements enable effective collaboration across functional lines, such as conflicting priorities, different a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Are you newly tasked with marketing responsibilities at your accounting firm? Are you wondering where to start and what you should do? In this webinar, you will learn the 5 key priorities to gain trac ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Are you newly tasked with marketing responsibilities at your accounting firm? Are you wondering where to start and what you should do? In this webinar, you will learn the 5 key priorities to gain trac ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
As you grow your business, you are sure to encounter challenges, and myths of making it grow. In this course, we will examine 5 myths found in growing a tax practice, how to combat them, and give you ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
You’ve built a successful CPA firm, perhaps reaching, nearing, or exceeding the $1M mark in revenue. You’ve managed the demands, dealt with the grind, and maintained your firm's momentum. But you know ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This potent webinar is for accounting firm partners. Join us for a dynamic webinar designed for CPAs who want to work less and earn more. In this session, attendees will discover the major key to maki ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
1-on-1 meetings are crucial to the success of your company.Sound exaggerated?Think about it.1-on-1 meetings are a tool used to help your employees succeed, which directly impacts how well your company ...Delivery Method:
- QAS Self Study
-
5 Steps to an Employee Training and Engagement Plan (ETE)
01-Sep-2024 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Improve employee retention, increase profits, reduce absenteeism and elevate customer satisfaction Employee engagement is key to the success of every business model. Companies with highly engaged empl ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
5 Steps to an Employee Training and Engagement Plan (ETE)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Employee engagement is key to the success of every business model. Companies with highly engaged employees tend to experience reduced absenteeism, improved employee retention, increased profits, eleva ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure b ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Revolutionize your approach to client consultations with our transformative course designed to eliminate fee negotiations during initial meetings. Are you tired of the cycle where your fee structure b ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn the 5 critical steps needed to protect your firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stanc ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
This is a crash course on how to negotiate an office lease.Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Industry thought leaders Vincent Gaudiuso, Partner at Buchbinder Tunick & Co, and Cathy Rowe, Audit Product Manager at Wolters Kluwer, share proven tips for improving the level of quality your audits ...Delivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
A commonly provided benefit in total rewards packages is life and disability insurance. This course presents a broad overview of individual and employer-provided life and disability insurance policies ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- AR
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- WV
- WY
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Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Your career is a journey rather than a destination. By developing the foundations of your career theme, you will be better suited to define your career mission statement and implement SMART personal c ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
50 Years Of Asset Class Performance History; Craig Israelsen's January 2022, CE Class
27-Jan-2022 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With 2021 in the history books now, 52 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With 2019 over, this continuing education webinar examines the latest 12-months of risk, style, return, and correlation coefficient statistics of a diversified portfolio over the last 50 years, includ ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
25-Jan-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Fifty years of statistical history on a diversified portfolio comprised of seven asset classes are analyzed in this annually updated class about how key components of a core portfolio behave. Risk, r ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
26-Jan-2021 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
2020 is history and 51 years of statistics for seven core asset classes are analyzed in this class. Risk, return, and correlations for large-cap, small-cap, and foreign stocks, as well as real estate, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The antique & collectible market is heating up. And, for whatever the reason, be it nostalgia or just getting your green on, the fact is, collectors are back at it. But just what are they collecting? ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this session, learners will review 2 Nerd’s Eye View blog articles: 529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings and Planning For Ch ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
529-to-Roth Rollovers and Financial Planning for Adoption: Costs, Tax Breaks, and Assistance
26-Feb-2025 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this continuing education session, learners will review two Nerd’s Eye View articles: 529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings a ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview for strategic employee benefits planning. First you'll learn what benefits your organization must offer based on federal employee benefits laws. Then you'll find out h ...Program Level:
BasicDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- AR
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- WV
- WY
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Employee relocation planning is a Human Resources function that supports businesses that have operations in multiple locations and move their employees to meet workforce demands. This course teaches y ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- AR
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- WV
- WY
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course compares three occupational classification systems: the Dictionary of Occupational Titles (DOT), O*NET and ERI’s enhanced Dictionary of Occupational Titles (eDOT). We look at the advantage ...Program Level:
BasicDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- AR
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- WV
- WY
-
Field of Study:
- Behavioral Ethics
- Information Technology
- Regulatory Ethics
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys, trust officers, accountants, charitable givi ...Program Level:
AdvancedDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to transform your approach to pricing and elevate your advisory services? This is not just another course on pricing models—it's your chance to unlock a revolutionary framework that quan ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to transform your approach to pricing and elevate your advisory services? This is not just another course on pricing models—it's your chance to unlock a revolutionary framework that quan ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your lifestyle. In this course, you'll discover: How and why t ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high-potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Many financial professionals struggle with communicating in a way other non-financial people understand – one of the six traits of executive presence. This course is designed to grow the confidence, a ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- less than 1
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high-potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Many financial professionals suffer from a lack of confidence, not a lack of competency. This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential fi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high-potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Many financial professionals face a continuous barrage of challenges. Seeing your way through these challenges and succeeding in the face of adversity is resilience – one of the six traits of executiv ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- less than 1
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Many financial professionals suffer from weak presence, not from a lack of competence, but because the finance discipline is so complex and analytical in nature. This course is designed to grow the co ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Many financial professionals suffer are not confident at relationship building in their professional careers. This course is designed to grow the confidence, ambition, and strategic influencing skills ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Many financial professionals face a continuous barrage of challenges. Seeing your way through these challenges and succeeding in the face of adversity is resilience – one of the six traits of executiv ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
60 Minutes of Access Secrets (AC3)
17-Aug-2013 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Time-saving techniques and simple survival skills to help you wade through your data. In this power-packed program, you'll learn insider secrets, savvy shortcuts, and pro users' tips for creating data ...Program Level:
IntDelivery Method:
- QAS Self Study
-
60 Minutes of Access® Secrets (AC3)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Microsoft's Office suite, Access can certainly be one of the most intimidating applications. However, with its broad range of uses, it can help you dig through mounds of data and make that data wor ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
60 Minutes of Adobe® Acrobat® Secrets (ACR)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Discover must-have tips and techniques for creating, managing and manipulating PDFs Most business professionals use Adobe® Acrobat® to help manage electronic files, paper files and even web pages by c ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
60 Minutes of Adobe® Acrobat® Secrets
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
60 Minutes of Adobe Acrobat Secrets will offer critical tips and tricks that can substantially reduce your frustrations and streamline your document creation and manipulation. We'll help you learn to ...Delivery Method:
- QAS Self Study
-
60 Minutes of Excel Secrets (XL3)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Does this sound like you? You use Excel at work every week (and maybe every day) and it seems to be doing what you want, you are getting some of the data you need. Then it hits you! There's got to be ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
60 Minutes of Excel® 2013 Secrets (XL3)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this workshop, you'll discover the true power of Excel coupled with all the simplicity that you need to save time every day! Learn just how stress-free it is to use this dominant number-crunching ...Program Level:
BasicDelivery Method:
- QAS Self Study
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