Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The commercial arrangements across the LNG value chain provide the structure that links together the stakeholders involved, their roles and responsibilities, the commercial structures and the risk and ...Delivery Method:
- QAS Self Study
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Liquefied natural gas (LNG) is an increasingly important fuel in the global energy marketplace. You will learn about the potential supplies and their characteristics and their uses in the different ma ...Delivery Method:
- QAS Self Study
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
The advent of the CGMA (Chartered Global Management Accountant) certification has increased the awareness of the critical skills needed by the industry financial professional. This course will explore ...Delivery Method:
- Group Live
-
Loan Applications - What It Is, What It Isn't, and How Rules Relate to Our Processes
13-Jun-2024 ProBank Education Services, powered by FORVIS, LLP.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A two-hour webinar discussing the law, frequently misunderstood concepts, and compliance tips on how to deal with it all. Whether an institution has received an application for federal lending complia ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
In this Loan Covenants course, we will demonstrate how the loan covenants are used in the lending process. We will start this course by defining covenants and discussing how they benefit both the len ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Machine Learning is about making predictions using data. In this course, you’ll learn to use basic Machine Learning skills to predict which customers are likely to default on their loans. Once your mo ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course is intended to provide a high-level overview of our business model, our customer profile, and how loans are originated and serviced. In addition, specific loan accounting treatments and op ...Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Finance
Description:
Loan Pricing Course Overview This Loan Pricing course looks at the fundamentals and factors that banks consider when pricing a loan. We will look at how interest rates, loan structures, and different ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Loan Products- Overview of the Compliance Requirements
12-Jun-2024 ProBank Education Services, powered by FORVIS, LLP.Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
A one-day seminar that presents a high-level review of basic loan products and the rules that apply to them.Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
This loan security course will teach you how to manage the risk of a loan by using security. We will discuss different types of security including General Security Agreement (GSA), guarantees, fixed ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will introduce you to the elements of structuring a loan from both the borrower's and the lender's point of view. You will learn about the features of several typical loan products in comm ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will introduce you to the elements of structuring a loan from both the borrower's and the lender's point of view. You will learn about the features of several typical loan products in comm ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
As commercial and middle market lenders know, loan structure has an important influence on the repayment of loans. In this webinar, we’ll discuss the different types of loans - seasonal, term, bridge, ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Basic; Prerequisites: Basic understanding of credit. This 1-day ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers the concept of loan syndication and how it works, along with its various types and participants. The course also provides insight into the loan market including reasons why a lender ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers the concept of loan syndication and how it works, along with its various types and participants. The course also provides insight into the loan market including reasons why a lender ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to provide an overview of the debt administration process within a government. The course will focus on the reasons governments borrow money, short-term versus long-term debt, ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
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- GU
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- ID
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- IN
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- KY
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- VT
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- WI
- WV
- WY
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Production
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module will take a look at leveraging investment dollars, Regulation T and maintenance requirements, as well as buying power and withdrawals, same day substitutions, the offsetting purchase and s ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
After completing this course, participants will understand exactly what long-term care is and why addressing it is so important. They will also understand the need for long-term care insurance and the ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
The risk of needing long term care—a name given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provided over ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The risk of needing long term care—a designation given to a broad range of services designed to meet an individual’s mental, emotional or physical health and personal needs and which are often provide ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course examines the definition of long term care, when benefits applies, types of care given, sources for care and insurance that may be bought to pay for the care. It also explains the related t ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Chapter 1 considers the nature of long term care, including the typical conditions requiring long term care, the differences between skilled and custodial care, and the settings in which long term car ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Long Term Care: the What, Who, and Questions to Ask Your Clients
16-Aug-2023 Mariner Wealth AdvisorsField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Live
-
Long-life Planning – Want to offer longevity solutions? Here are your first steps
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Aging impacts our clients’ finances and lives: healthcare, housing, risk management, investment and withdrawal strategies, estate planning, and more. Financial advisors know it’s important to offer lo ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Credit Hours:
- 13 - 16 credits
Description:
This course helps you understand the alternatives to nursing facilities and shows you how to find the best care you can afford. Covers: evaluating long-term care insurance, arranging home care, explor ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 13 - 16 credits
Description:
14 CPE Hours Full Course Price: $94.50 Formats: Hard Copy and PDF Understanding long-term care is important. The more you know about long-term care, the better off you will be when these decisions nee ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The risk of needing long-term carea designation given to a broad range of services designed to meet an individuals mental, emotional, physical, and personal needsis present at all ages. However, as ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This practical webinar will teach you how to discuss and explain long-term planning with clients who seek your advice and assistance. Topics include Veterans Benefits and proposed changes in eligibili ...Program Level:
beginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Description:
Avoiding uncomfortable conversations is natural, but talking about long-term care (LTC) shouldn't be one of them. A delay in talking and planning for LTC can place your clients in a position they'd ra ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course looks at debt securities with terms of more than one year and provides the perfect complement to the course Short-Term Debt Securities.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course looks at debt securities with terms of more than one year and provides the perfect complement to the course Short-Term Debt Securities.Delivery Method:
- QAS Self Study
-
Long-Term Incentive Plans at ESOP Companies
18-Jul-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Long-term incentive plans are a common tool to reward Executives. This session will provide an overview of LTIP plans, including why and how they are used at ESOP-owned businesses. Topics we will cove ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is an introduction to pricing and underwriting in long-term insurance. The course explores the actuary's role, including factors that affect setting standard premiums and the specifics of ...Delivery Method:
- QAS Self Study
-
Looking to Tax Year 2022: American Rescue Plan Tax Changes to the Earned Income Tax Credit and Other Child-Related Credits
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Program Level: Overview; Prerequisites: Approximately two years experience in a credit-related function or attendance on the Corporate Credit Ratings Analysis RA seminar or equivalent. This seminar pr ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn how the 2017 Tax Act has changed the rules with respect to planning for the use of various tax losses as offsets to current and future taxable income. Upon co ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
At this one-credit class, Fritz Meyer shares the latest U.S. coronavirus statistics from the Institute for Health Metrics Evaluation, examining its effects on key fundamentals driving U.S. economics a ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Low-Expense Investing For Tax, Financial & Investment Planning Professionals
27-Aug-2020 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Low-expense investing has always been important to advisors but it's much more important now. With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and m ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Reduce the cost of advising on a core portfolio while capitalizing on consumer demand for personal advice and transparency as well as low expenses. At this session, Dr. Craig Israelsen discusses the e ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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