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With multiple banks failing in 2023 and an increasing number of crypto exchanges filing for bankruptcy, many investors are worried about the safety of their assets. Most people are aware there is some ...

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Cryptocurrency investing can take many forms, ranging from buying cryptocurrency directly to investing in crypto funds and companies. Most people have heard of cryptocurrencies and tokens, but not eve ...

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Most people are unaware of what a structured note is, and even fewer understand how it works. Unfortunately, many investment advisors don’t fully understand and explain the risks of investing in struc ...

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Understanding personal finance trends is crucial for maintaining a healthy financial profile. These trends significantly impact your income, expenses, savings, and investment.This CPE course is meticu ...

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Understanding personal finance trends is crucial for maintaining a healthy financial profile. These trends significantly impact your income, expenses, savings, and investment.This CPE course is meticu ...

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A comprehensive course on personal finance. What is more important to the 'average person”' than personal financial planning and money management? This course teaches you all the major areas in person ...

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A comprehensive course on personal finance. What is more important to the 'average person” than personal financial planning and money management? This course teaches you all the major areas in persona ...

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This course teaches you all the major areas in personal financial planning, including planning and managing personal finances, making purchase decisions, insuring resources, investing financial resour ...

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This is a comprehensive course on personal finance. What is more important to the average person than making sure their finances are secure with proper planning and money management? This course inclu ...

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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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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 ...