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Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
Taught by senior insurance professionals, this is a basic Group Live course tailored primarily to insurance regulators and other insurance professionals seeking a high level understanding of the manne ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Investing evokes the entire spectrum of human emotions, from positive to negative. In this first of two classes about investor emotions, you'll learn why the emotion that stands out as the most influe ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Knowing yourself is a key step in successful investing. Financial traumas or successes you and your family experienced predispose certain financial personality types to different investment and financ ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The most comprehensive component of Investor Identity is Investor Personality. Using the NEO Personality Inventory Five-Factor Model and referencing data from Market Psych Insights (MPI) Investor Per ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class is the continuation of our explication of Investor Personality. In this module we will cover the remaining Four Factors and explore their implication for clients’ investment approach and th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Geared towards new portfolio managers, this module focuses on the crucial first step of profiling a client in order to determine the appropriate investment approach for them.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
A public company should communicate with the investment community, to clarify how it creates value and to set expectations for its performance. The Investor Relations Guidebook is a valuable resource ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
The Investor Relations Guidebook covers every aspect of the investor relations function. It delves into the construction of a value proposition for a business and how to communicate it to investors, a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Factoring can be a valuable financing tool for smaller, growing businesses. In the Invoice Factoring Essentials course, we discuss when this tool should be used, how to select a factor, the terms and ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Every organization has bills to pay. Paying bills can be a costly operation if handled poorly or if best practice procedures are not in place. What's more, many vendors now email invoices creating a w ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Invoice Handling Problems: How Best Practice Organizations Address Them
21-Nov-2017 Clear Law InstituteField of Study:
- Management Services
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Automation was supposed to eliminate many of the headaches associated with invoice processing. Unfortunately, automation continues to allow duplicate and erroneous payments to slip through the cracks, ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This course examines means for Iowa CPAs to advise clients on means to plan for Medicaid and Medicare eligibility to ensure long-term health care while protecting financial assets. Topics include long ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- IA
- WI
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 4-hour course is designed to meet the 4-hour ethics and professional conduct CPE requirement for Iowa CPAs. It provides an overview of ethical thought along with the core values of the CPA profe ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This program provides in-depth coverage of lease accounting under IPSAS 43 which replaces IPSAS 13 for periods beginning on or after 1 January 2025 (earlier application is permitted). IPSAS 43 is alig ...Program Level:
OverviewDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
This two-day course provides an in-depth review of the current IPSAS accounting and reporting requirements for financial instruments. IPSAS 28-30 on financial instruments provide a coherent set of req ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This one-day course provides an overview of the most important requirements for accounting for revenues under IPSAS. It focuses upon the application of IPSAS 23 Revenue from Non-exchange Transactions, ...Program Level:
OverviewDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This one-day course brings delegates up-to-date with the latest pronouncements from the International Public Sector Accounting Standards Board (IPSASB). It provides delegates with information focused ...Program Level:
UpdateDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This one-day course brings delegates up-to-date with the latest pronouncements from the International Public Sector Accounting Standards Board (IPSASB). It provides delegates with information focused ...Program Level:
UpdateDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 21 + credits
Description:
IPSASs aim to improve the quality of general purpose financial reporting by public sector entities, leading to better informed assessments of the resource allocation decisions made by governments, the ...Program Level:
OverviewDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This online IPSAS training is being delivered live in 2 individual sessions which run on consecutive days. The sessions will run each day from 13:00 – 17:00 London (UK). The content has been developed ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
The program features content that emphasizes practical applications of theories, techniques, and procedures. The content covered during the sessions will help C&I professionals successfully navigate a ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- AZ
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
This is a comprehensive school that provides an in-depth investigation of personal property taxation focusing on topics such as tax, classification, valuation, audits and appeals. Successful completio ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This annual symposium is designed for experienced property tax professionals and features the latest developments in ad-valorem tax issues and best practices in tax management, compliance and valuatio ...Delivery Method:
- Group Live
Location:
- AZ
-
Field of Study:
- Information Technology
Description:
The SentinelOne IR Threat Hunting course is designed for analysts that may have a requirement or desire to learn advanced threat hunting techniques to effectively hunt for threats in an organization’s ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- AK
- AL
- AR
- AZ
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Finance
- Specialized Knowledge
Description:
This course has been designed to give the financial/insurance professional a clear understanding of the various tax laws and planning opportunities pertaining to IRA beneficiary designation planning.Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
IRA Giving: The Next Big Wave of Philanthropy
16-May-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By 2030, all Baby Boomers will be over age 65! Charitable Giving directly from their retirement accounts (IRAs) is a powerful strategy, accessible and beneficiary no matter their net worth. In this ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Beneficiaries of stretch IRAs will get slammed by higher taxes under pending legislation that’s expected shortly to become federal law, triggering a need for urgent action to shield inherited and spou ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Description:
This course is designed to give the financial and insurance professional an in-depth review of individual retirement arrangements.Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Description:
IRA rollovers are the main driver of the IRA market. It has been projected that by 2017 IRA rollovers will total over $400 billion annually. This is a “goldmine” of opportunity for financial and ins ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while making a contribution seems like a simple enough process mistakes are often made that result in excess contributions, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The primary means of funding an IRA is by making regular contributions. And, while making a contribution seems like a simple enough process mistakes are often made that result in excess contributions, ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
In this practical webinar, you will learn about: Why you always want your IRA beneficiary to be a Trust The four legal requirements for trusts to be the designated beneficiary of IRA’s The Clark v. Ra ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Individuals have Individual Retirement Accounts that come to them in a number of possible ways: a Rollover IRA is created with funds from an employer plan (including a SEP or Simple Plan); a Tradition ...Program Level:
UpdateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Individuals have Individual Retirement Accounts that come to them in a number of possible ways: a Rollover IRA is created with funds from an employer plan (including a SEP or Simple Plan); an individu ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth covera ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course examines several issues involving IRAs and retirement and estate planning. Topics include required minimum distributions, designated beneficiaries, trusts, inherited IRAs, and opportunitie ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Though most IRA planning focuses on maintaining and growing retirement funds, often little or no attention is paid to preserving retirement assets after death, when tax savings can benefit heirs for m ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Planning for post-mortem distributions in IRAs changed significantly with The U.S. Treasury Department release in April of proposed regulations implementing the SECURE Act. The long-anticipated propo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
12 CPE Hours Full Course Price: $84.50 Formats: Hard Copy and PDF This course will make sense of the different rules for taking money out of IRAs, Roth IRAs, 401(k)s, Keoghs, and other retirement plan ...Program Level:
BasicDelivery Method:
- QAS Self Study
26618 Results