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- Get platform-specific education on SAP® Business Planning and Consolidation version for SAP NetWeaver®, version for Microsoft, and BPC on SAP HANA® - More efficiently run SAP Business Planning and C ...

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Auditors of broker-dealers are required to perform their audits in accordance with Public Company Accounting Oversight Board (“PCAOB”) auditing standards. To perform your broker-dealer audits appropri ...

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Do your board and staff hate strategic planning?Is your staff floundering because they’re not sure what their goals and purpose are?Is your board sick of so-called “strategic planning”?Can you hear th ...

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Health care planning is a significant unknown for financial planners and their clients. Organizations such as Fidelity and Employee Benefit Research Institute offer averages, and we know there is rare ...

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The objective of this course is to provide the financial/insurance professional with a comprehensive review of Medicare and Medicare Supplemental lnsurance (Medigap) policies. The course will describe ...

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The Old-Age, Survivor and Disability Insurance (OASDI),which for most Americans means Social Security, is the largest income-maintenance program in the United States.  Based on social insurance princi ...

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This course is designed to give the financial advisor/insurance professional a clear understanding of the importance of Social Security and Medicare planning as part of their clients’ overall retireme ...

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Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...

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Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...

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Budgeting is a must competency for all professionals in the supervisory and managerial levels. Understanding budgeting types, planning a budget, executing and monitoring budgets are covered in this co ...

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Human lifespans of 100, 110, and 120 (and beyond!) are on the brink of becoming significantly more commonplace. In fact, some gerontologists predict that there’s a 50 percent chance that by 2036 we wi ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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Financial and accounting knowledge is critically important for attorneys and allied professionals to have to successfully navigate the current legal, regulatory and financial reporting environment. Th ...

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This course outlines a number of best practices relating to policy and procedure management, distribution and tracking.

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This fast paced course covers the basic areas where a board must consider establishing strong policies.

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Are you seeking to stay abreast of the latest updates in tax regulations and financial insights? With the frequent introduction of new vital cases, IRS rulings, and tax legislation, the tax landscape ...

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Political awareness is a vital competency for all government employees. Government agencies are political organizations, with agendas that change with election cycles and power dynamics that shape dir ...

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The Portfolio Construction course, part of ILPA’s “Intensive” series, provides an intensive experience for the participant looking to build a successful investment portfolio and understand the depende ...

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This course explains the mechanics behind portfolio diversification, particularly how each element of a portfolio affects its overall risk.

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This course builds on the course Bond Duration by using duration to value an entire portfolio of bonds.

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This course builds on the course Bond Duration by using duration to value an entire portfolio of bonds.

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In this module you will learn about duration and see how various investments pan out over different periods of time.

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This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on. We take ...

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Step into the role of an institutional investment manager by taking Portfolio Management Fundamentals. See if you have what it takes to work on the buy-side! Explore what a portfolio manager does Stud ...

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This introduction to portfolio management theory lays out the different types of investor characteristics and their implications for portfolio construction. This series also teaches the basics of fixe ...

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Building on Portfolio Management I, this course explains in greater detail how to value fixed income and equity securities, and explains the roles of global investing, emerging markets, alternative in ...

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Credit portfolio managers are concerned not only with the stand-alone risk of individual loans but also with portfolio risk. This is the risk that comes with combining loans into a single portfolio, s ...

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Credit portfolio managers are concerned not only with the stand-alone risk of individual loans but also with portfolio risk. This is the risk that comes with combining loans into a single portfolio, s ...

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Advisors will hear from four Senior Investment Portfolio Managers how they effectively deal with volatility in client accounts and how advisors can better react to market downturns. Later, the Portfol ...

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This course defines a portfolio of securities and explains how to track its performance through portfolio returns.

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Portfolio returns only gain real significance when the amount of risk taken to obtain those returns is considered. This course assesses risk by measuring the way portfolio returns have fluctuated over ...

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For the first time in years, inflation just rose to hit the Fed's target rate. How will inflation affect the survival of retiree portfolios in the years ahead? This presentation reviews survival rates ...

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This module covers monitoring portfolio performance and understanding the progress your portfolio is making towards achieving of the goals and objectives of your organization. Identify actions that ca ...