Course Library

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This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.

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This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

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This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

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This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

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Transparency is a regulatory burden imposed on RIAs by the government and modern marketing. CFA Institute's Global Investment Performance Standards (GIPS®) are designed to increase transparency and co ...

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Knowing how employees commit fraud isn't enough. You must recognize why employees steal from their organizations in the first place. This course focuses on the psychology of workplace deviance and fra ...

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n a world where unexplained critical insurance exposures are becoming the norm, the need to help clients navigate this sector has never been greater. This valuable and straightforward course helps you ...

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This presentation provides a case study informing how a regional economy can create an opportunity rich landscape for investors. With the state of Minnesota as our example, we will delve into how a re ...

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Financial professionals who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow wallet sh ...

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Retirees face a host of risks that threaten their ability to support their chosen lifestyle. These include longevity risk, sequence of returns risk, and loss of purchasing power due to inflation. In a ...

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Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

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Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

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This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

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This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

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Defining the value of assets at the time they’re transferred suddenly has become a more viable estate planning technique because of recent court rulings. Done right, defined value gifts reduce the ris ...

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Almost daily we learn about another company whose employees have decided to take matters into their own hands and increase their pay or the company's profits through creative accounting and other mean ...

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This program reviews the articles Why XYPN Is Petitioning The SEC To Implement Title Reform Under Section 208(c) and Why Series 7 Brokers Legally CAN’T Be Client Fiduciaries Without DoL Fiduciary. Thi ...

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With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their cli ...

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Many accountants believe that bookkeeping is beneath them, because it is low margin and high touch work.  That was true just a few short years ago, however, technology has changed everything.  We can ...

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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This course explains why you need to do more to become competitive in today's changing career marketplace.

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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A cloud-based practice management solution will not only help reduce the stress of accountants during tax season but year-round issues as well. In Canopy’s new CPE course “Why You Need to Incorporate ...

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In this webinar, you’ll learn specific reasons why you need to plan for clients with estates under $10 million. Upon completion of this course, you will be able to: Recognize the non-tax reasons a cli ...

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The increasing number of US taxpayers holding foreign bank and investment accounts over the past years has urged the U.S. Department of the Treasury and the Internal Revenue Service (IRS) to create st ...

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2 CPE Hours Full Course Price: $24.50 Formats: Hard Copy and PDF This course covers the rights of a person to transfer their wealth both in life and after death. It also discusses the requirements for ...

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After completing this course, you will be able to answer technical questions on (1) wills, (2) intestate succession, (3) estate administration, (4) trusts, and (5) allocation of receipts and disbursem ...

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Don?t keep putting it off?it?s time to get a will! In this introductory course, attorneys Richard Abend and Josh Silber explore the details of trusts and wills, and the very real dangers posed by the ...

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Many advisors are acquiring new pre-retired and retired clients by changing the way they think and talk about distributions in retirement. Join our webinar on Tax Efficient Retirement Distributions to ...

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This course explains how to capitalize on a collaborative style, armed with offense/defense tactics, to gain a win-win solution.

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This course uncover the key steps of negotiating planning: when and how to make your offers, how to set parameters and more.

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Covers the latest version of Windows and gets you up and running with the changes and new features you'll find in this updated operating system. Shows you how to manage Windows tasks like navigating t ...

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Covers everything you need to know about Windows 8.1. Learn about the dual interfaces, the new Start button, how to customize the interface and boot operations, how to work with programs and files, us ...

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7 Sessions. Leadership and management are not necessarily the same thing, but today, those job descriptions are expected out of just one person. In this seminar, you’ll discover the differences betwee ...

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This one day course aims to deliver practical tools to gain clients' confidence and trust, understand clients needs, and build strong and lasting relationships. Participants will also learn to sell id ...

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Time management is life management. This course will not add extra hours to your day; however, you will learn how to prioritize your tasks and manage your time to accomplish your top priority items. T ...

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Preparing for retirement can be challenging, as the future is fundamentally unknown. This course discusses retirement planning for both the known and unknown, enabling you to answer a client's 'what-i ...

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Preparing for retirement can be challenging, as the future is fundamentally unknown. This course discusses retirement planning for both the known and unknown, enabling you to answer a client's 'what-i ...

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Whether you are a CFO, CIO, CAE, Director, Controller, business advisor or a developing audit or IT professional, it is imperative that you master the art of financial influence and building the skill ...

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This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs who are members of the Wisconsin Institute of Certified Public Accountants.  It provides an overview of ethi ...

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This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession.  The applicab ...

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This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs who are members of the Wisconsin Institute of CPAs.