Description:

The purpose of this course is to give financial professionals a clear understanding of the challenges faced by retirees in the 21st century.  Subjects in the course will include an overview of the ret ...

Description:

In the intricate landscape of corporate mergers and acquisitions, the handling of retirement plans becomes a critical focal point. We will address the intricate issues that demand meticulous attention ...

Description:

Have you recently inherited a retirement account or worked with clients who have? Are you confident navigating the complex RMD rules post-SECURE Act 1.0 and 2.0? Inheriting an IRA or 401(k) isn’t just ...

Description:

Description:

Description:

This module will discuss how to manage short-dated domestic interest rate risk with derivatives. In particular, looking at how to identify short-dated domestic interest rate risk, and how to use forwa ...

Description:

Description:

What do all successful businesses, from start-ups to multinational giants, have in common besides dedicated leaders, advanced technology, clever advertising, and good luck? To be successful and sustai ...

Description:

With the changes we are facing right now, people are no doubt looking for strategies to move forward, stay positive and not be overwhelmed by stress and worry. Uncertainty, change, the unknown are all ...

Description:

Description:

Description:

Description:

Description:

The success of your fraud examinations greatly depends on the relationship between you and your client. This course is designed to educate you about client relationship management in the context of fr ...

Description:

Private wealth clients are likely to be adversely affected by a change in tax laws widely expected after the Covid crisis. Managing capital gains is more important in 2021. The total tax burden of Ame ...

Description:

Description:

Description:

Description:

Description:

Description:

Description:

Sure fire techniques and best practices to make your front desk job easier. The receptionist is the first, and sometimes only, person guests will meet. Because of this, the tasks required of a recepti ...

Description:

Description:

OAM401

Description:

OAM401

Description:

OAM401

Description:

OAM401

Description:

The GIAS articulates how a practical internal audit function should operate. The concepts are outlined in Domain IV, Managing the Internal Audit Function, which provides the CAE with a framework to es ...

Description:

The GIAS articulates how a practical internal audit function should operate. The concepts are outlined in Domain IV, Managing the Internal Audit Function, which provides the CAE with a framework to es ...

Description:

The Global Internal Audit Standards (GIAS) articulate how an effective internal audit function should operate. The concepts are outlined primarily in Domain IV, Managing the Internal Audit Function, w ...

Description:

The Global Internal Audit Standards (GIAS) articulate how an effective internal audit function should operate. The concepts are outlined primarily in Domain IV, Managing the Internal Audit Function, w ...

Description:

The Global Internal Audit Standards (GIAS) articulate how a practical internal audit function should operate. The concepts are outlined primarily in Domain IV, Managing the Internal Audit Function, wh ...

Description:

The Global Internal Audit Standards (GIAS) articulate how a practical internal audit function should operate. The concepts are outlined primarily in Domain IV, Managing the Internal Audit Function, wh ...

Description:

Description:

This course will give you an understanding of the dynamics involved in managing the performance of unionized staff, and provide strategies for motivating them to meet your expectations.

Description:

Description:

Appreciated assets can be both the foundation for wealth and the source of significant tax liability that must be addressed. However, addressing the potential tax impact of these appreciated assets ca ...

Description:

Appreciated assets can be both the foundation for wealth and the source of significant tax liability that must be addressed. However, addressing the potential tax impact of these appreciated assets ca ...

Description:

This course discusses the basics s of corporate politics and provide you with some alternatives to managing and handling dilemmas that you may fact

Description:

This course discusses the basics s of corporate politics and provide you with some alternatives to managing and handling dilemmas that you may fact

Description:

This course discusses the basics of corporate politics and provides you with some alternatives to managing and handling dilemmas that you may face.

Description:

This course discusses the basics of corporate politics and provides you with alternatives to managing and handling dilemmas that you may face.

Description:

Description:

Description:

We all know that time management skills are critical to professional success. But how can we ensure we're staying on top of priorities when our days are taken up by a wave of emails and urgent to-dos? ...

Description:

This course includes guidance on how to make your time at work more productive. You'll learn to create daily plans that focus your energies on business priorities in your workday. Additionally, you'll ...

Description:

This course includes guidance on how to make your time at work more productive. You'll learn to create daily plans that focus your energies on business priorities in your workday. Additionally, you'll ...

Description:

All planners are aware of the tradeoff between risk and return when pondering investment allocations. But other tradeoffs exist that a thorough planner should consider. For example, assume you tell yo ...

Description:

Description:

CONTEXT No matter how intelligent and well-informed leaders are in organizations, it is impossible for them to always see the big picture in each situation.  We find ourselves wanting to communicate o ...