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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Why Good People Do Bad Things: The Psychology of Workplace Deviance
Association of Certified Fraud ExaminersField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- Group Live
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Why Social Security Planning is More Valuable Than Ever
28-Oct-2020 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.Delivery Method:
- QAS Self Study
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Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Description:
Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.Delivery Method:
- QAS Self Study
-
Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.Delivery Method:
- QAS Self Study
-
Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.Delivery Method:
- QAS Self Study
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Field of Study:
- Accounting
- Accounting (Govmnt)
- Auditing
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Why Use Defined Value Clauses In Trust Transfers; Integrated Estate & Income Tax Planning Course
21-Jun-2022 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
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Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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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
06-Jun-2022 Kitces.comField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Why You Must Discuss Asset Protection With Every Client, And What You Should Say
27-Jul-2017 Advisors4AdvisorsField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Why You MUST Offer One-Stop Bookkeeping and Accounting Services for Your Clients in 2017 (Video)
Cpethink.comCredit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why you need to do more to become competitive in todayâs changing career marketplace.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Description:
This course explains why you need to do more to become competitive in today's changing career marketplace.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why you need to do more to become competitive in todayâs changing career marketplace.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explains why you need to do more to become competitive in todayâs changing career marketplace.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Management Services
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Why You Still Need to Plan for Clients with Estates under $10 Million
26-Jun-2017 Clear Law InstituteField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
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Why Your Distribution Policy Is Important and How It Affects Repurchase Obligations
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
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Willfulness and the IRS Disclosure Programs: Are You Compliant?
11-Oct-2017 The Knowledge Group, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Economics
Credit Hours:
- 1 - 4 credits
Description:
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 ... -
Win Clients with a Tax Efficient Distribution Strategy
27-May-2020 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to capitalize on a collaborative style, armed with offense/defense tactics, to gain a win-win solution.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course uncover the key steps of negotiating planning: when and how to make your offers, how to set parameters and more.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 17 - 20 credits
Description:
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 ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 17 - 20 credits
Description:
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 ...Delivery Method:
- QAS Self Study
-
Winning Leadership: Engage, Align and Get Results for Sinclair Broadcast Group, Inc.
08-Jun-2021 Dale Carnegie TrainingField of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 17 - 20 credits
Description:
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 ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- DE
- ME
- MO
- NJ
- PA
-
Field of Study:
- Personal Development
Credit Hours:
- 9 - 12 credits
Description:
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 ...Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 21 + credits
Description:
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 ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
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 ... -
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
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 ... -
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
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.Delivery Method:
- QAS Self Study
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