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CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client's life. In this course, you will learn a high-level, thr ...

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This course focuses specifically on personal identify theft and processes individuals can use to protect their information.

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Identity theft is considered the use of one person’s identity or personally identifying information by another person without his/her permission. Identity theft can be committed against individuals as ...

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This course focuses specifically on personal identify theft and processes individuals can use to protect their information.

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This course focuses specifically on personal identify theft and processes individuals can use to protect their information.

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This course focuses specifically on personal identify theft and processes individuals can use to protect their information.

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Personal Life Insurance Planning examines the type of client data needed to determine minimum life insurance coverage requirements. It identifies the various lump-sum cash needs at the death of a brea ...

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The purpose of this course is to provide information and guidance to both producers and advisors who sell life insurance products and who assess the appropriateness of life insurance recommendations f ...

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Personal Life Insurance Planning examines the type of client data needed to determine minimum life insurance coverage requirements. It identifies the various lump-sum cash needs at the death of a brea ...

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With much of our personal information collected and stored by others - sometimes without us even knowing about it - what can we do to help protect our privacy?  Personal privacy is one of the biggest ...

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Most people wish they had more time in a day. Unfortunately, you can't add more hours to your day. Even if you could, your To-Do list would grow to fit the time available. But you can learn to work sm ...

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Mastering the art of tax filing is within your reach. Everyone can take steps to prepare their tax return as easily as possible. Preparing your personal tax return can seem daunting. This CPD course a ...

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In today's contemporary landscape, individuals are no longer solely recognized for their skills and expertise; their brand has become equally significant. The concept of personal and professional bran ...

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In today's contemporary landscape, individuals are no longer solely recognized for their skills and expertise; their brand has become equally significant. The concept of personal and professional bran ...

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This presentation educates advisers why anomalies occur in the market, and some of the forces behind them. Advisers will be empowered to teach clients about market realities in ways they can understan ...

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Personality has been studied for hundreds of years and several models are commonly used to help us ‘predict’ the likelihood of certain behaviors occurring. Research has shown that analysis of a person ...

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Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract ...

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To conduct crucial conversations about a client’s investment plan, this class teaches financial advisors a practical way to illustrate the most important concepts affecting investor success. The class ...

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"A state sales and use tax or income and franchise tax audit can be an intimidating experience, even for the most prepared corporate tax department.A sales tax audit determines whether a business has ...

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Day 1 & Day 2 Participants will be able to state the features and link to the benefits of the stakeholder proposed solutions, apply persuasion techniques that will best influence the individual stakeh ...

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A presentation is a great opportunity to influence the thinking of others, as well as to advance your career. In the Persuasive Presentations course, we cover the essentials of how to make a polished, ...

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In this course, you will learn the fundamentals of persuasion and how to use them when making oral or written presentations. Find out about ways to involve your audience while using the basic presenta ...

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Our detailed and interactive one-day course, provides an opportunity for participants to learn all aspects of proposal and bid management. With a new business focus, learning is delivered through both ...

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This bite-sized course gives learners a succinct, introduction to the petrochemicals industry, covering industry fundamentals – chemistry and feedstocks, uses, and economics, business and market trend ...

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Petroleum Products Trading is an online training course that provides an overview of the key elements of the petroleum products trading market. You’ll learn about the major products traded and their s ...

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Petroleum Refining Made Easy is an online training course that introduces how a refinery operates. See how crude oil travels through the refinery and becomes petroleum products like gasoline, kerosene ...

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This training will go over the PFA Medicaid Team’s Governmental Reporting of cost and utilization data in the Rate Development Template (RDT) Reporting to the Department of Health Care Services (DHCS) ...

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Patient Finance and Accounting Medicaid SOX Training Participants of the training can expect to gain the following knowledge: 1. What is SOX 2. Knowledge on SOX & Kaiser Permanente 3. Understanding on ...

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Join industry-renowned Deltek Ajera experts Val Higgins and Michael McCaffrey for a 2-day in-person workshop. Learn best practices, gain hands-on experience with Ajera, and discover how to improve pro ...

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Just when you thought you had a solid grasp of the SECURE Act, the government introduced a new round of changes that might have you feeling like it's back to the drawing board!But fear not, because, i ...

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Cybercriminals evolve with time. They keep coming up with innovative techniques to penetrate networks and execute the intended fraud. Accordingly, phishing, vishing, and smishing have evolved as three ...

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As well developed as the internal controls over our IT systems, the human element often allows criminals to commit online fraud against our businesses. Phishing, vishing, and smishing are three of the ...

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As well developed as the internal controls over our IT systems, the human element often allows criminals to commit online fraud against our businesses. Phishing, vishing, and smishing are three of the ...

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This course explores the different types of pins and features of Pinterest that businesses can use to increase their visibility and clicks.

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This course teaches you step-by-step how to set up a Pinterest Business Account.

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This course demonstrates how to utilize Pinterest analytics to develop leads for your company.

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This 3-day program is designed for CPAs, EAs, Tax Attorneys and their support personnel who wants to efficiently learn and master the techniques of the Tax Resolution specialty while becoming experts ...

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This 3-day program is designed for CPAs, EAs, Tax Attorneys and their support personnel who wants to efficiently learn and master the techniques of the Tax Resolution specialty while becoming experts ...

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This 2-day program is designed for CPAs, EAs, Tax Attorneys and their support personnel who wants to efficiently learn and master the techniques of the Tax Resolution specialty while becoming experts ...