Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
More than 200 million IRS notices are sent each year with hundreds of different types of penalties. This course will show you how to diagnose and respond to the most common notices and the tools to ge ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Although the management of fuels pricing is the focal point and targeted outcome of the course, such pricing decisions depend on the consideration of a number of factors which will also be dealt with. ...Delivery Method:
- QAS Self Study
Location:
- TX
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
In the Retail Management course, we address every aspect of the management of a retail business, including strategic planning, how to determine the best store locations, merchandise optimization, and ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
In the Retail Management course, we address every aspect of the management of a retail business, including strategic planning, how to determine the best store locations, merchandise optimization, and ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on how retail marketing departments are typically structured and measured and is part of the Fundamentals of Retailing suite. Who Is It Suitable For? This program is designed for: ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course describes the structure in various retail organizations, describes the roles of the key executives and their departments and lists the business pains they commonly face. Who Is It Suitable ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
This Retail, Restaurant, & Franchise Lending course examines the details necessary for assessing a loan for retail companies, restaurants, and franchise businesses. These businesses differ from tradit ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course examines the architecture of retail applications systems and the use of Quadrant Analysis as an aid to interviewing retailers about their current systems. Who Is It Suitable For? This prog ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Whether you’re in public accounting or in industry, the top concern of todays leaders is acquiring and retaining top talent. We currently find ourselves in a continuous cycle of attrition and replacem ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Work is no longer just a place—it’s an experience shaped by remote, hybrid, and in-office environments. As organizations navigate this shift, leaders and HR professionals face new challenges: How do y ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- less than 1
Description:
In this podcast, Mike Goossen, CPA, Vice President, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Philip J Whitman, CPA, President, Whitman Business ...Delivery Method:
- QAS Self Study
-
Rethinking Workplace Conflicts and How to Respond to Them
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Real estate in a retirement portfolio? Absolutely! Self-directed IRAs (SDIRAs) open doors for savvy investors to diversify into real estate, but they come with rules and risks. For advisors navigating ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Real estate in a retirement portfolio? Absolutely! Self-directed IRAs (SDIRAs) open doors for savvy investors to diversify into real estate, but they come with rules and risks. For advisors navigating ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Explore the foundational elements of retirement planning in this engaging webinar, where we uncover comprehensive strategies for achieving financial success in your retirement years. From optimizing S ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Explore the foundational elements of retirement planning in this engaging webinar, where we uncover comprehensive strategies for achieving financial success in your retirement years. From optimizing S ...Delivery Method:
- QAS Self Study
-
Retiree Health Insurance After 65: Medicare, Private Insurance, & Health Care Budgeting
02-May-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Retiree Health Insurance After 65: Medicare, Private Insurance, & Health Care Budgeting - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With fear spikes and market volatility accelerating in the last year, this class gives you the facts to show clients a 4% withdrawal rate is realistic, imparting the wisdom you and your clients need t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The lesson will include a discussion of 10 different retirement plans. It will cover the contribution limits, the deductibility of contributions, the required distributions and the taxability of the d ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Optimizing retirement income distributions for tax minimization is like multi-dimensional chess. Managing a portfolio of investments for income while navigating tax-deferred and tax-free vehicles and ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Knowing how to help clients prepare for retirement is an essential skill for financial professionals. In order to assist clients, you need to know how to help them invest prior to retirement and how t ...Delivery Method:
- QAS Self Study
-
Retirement Distributions, Penalties & Inheritances, Virtual
04-May-2022 VA Society of Tax & Accounting ProfessionalsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment. Attendees should gain insights on ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- VA
-
Retirement income and lifestyle considerations for ESOP participants facing diversification or distribution opportunities
13-Aug-2020 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Participants who attend this call can expect to learn: • What are the 3 stages in retirement Go go years, Slow go years, No go years. • What are the options when it comes to Social security? • What ar ...Program Level:
All Levels WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course, Retirement Income Distribution Planning, is designed to educate the agents in regard to the overall benefits of proper retirement planning for consumers. The knowledge contained within th ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The math of income replacement is straight-forward, according to Craig Israelsen, Ph.D., but he's taught this lesson for decades and is an expert in designing retirement portfolios. Craig makes core ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Description:
This course has been developed to give the agent a complete understanding of the importance of developing a retirement income plan for their clients. The course will consist of five sections: Secti ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
We're living longer than previous generations. That's a LONG time for your savings to have to last. Most people underestimate how much income they are going to need in retirement.It is never too early ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
We're living longer than previous generations. That's a LONG time for your savings to have to last. Most people underestimate how much income they are going to need in retirement. It is never too earl ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The retirement savings landscape has evolved, with significant changes to contribution limits, required minimum distribution (RMD) rules, and penalty exceptions. Recent legislation, including the SECU ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The retirement savings landscape has evolved, with significant changes to contribution limits, required minimum distribution (RMD) rules, and penalty exceptions. Recent legislation, including the SECU ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Congress believes that individuals do not adequately save for retirement, in part because small businesses fail to sponsor retirement plans.Saving for retirement remains a critical issue for individua ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Congress believes that individuals do not adequately save for retirement, in part because small businesses fail to sponsor retirement plans. Saving for retirement remains a critical issue for individu ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Not all audits are the same.This is especially true for retirement plan audits. Retirement plans come in many forms, utilize different structures and provisions, and are regulated under two legislativ ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this cla ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
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