Course Library
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In the highly-regulated financial advice profession, independent advisors sharing ideas using Office 365 unlocks competitive advantages driven by their unique ideas — the intellectual property, proces ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Information Technology
Credit Hours:
- less than 1
Description:
In the ever-evolving digital landscape, ensuring the safety of your communications has become an absolute imperative. As we increasingly lean on messaging apps and various online platforms, have you p ...Delivery Method:
- Nano Learning
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to revolutionize fundraising approaches? Explore the transformative shift from event-centric fundraising to donor-focused strategies in our exclusive CPE course. Delve into recalibrating ...Delivery Method:
- QAS Self Study
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Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Performance reviews are a cornerstone of effective management and critical to supporting employees' career growth and satisfaction. A well-executed review not only boosts individual productivity but a ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Performance reviews are a cornerstone of effective management and critical to supporting employees' career growth and satisfaction. A well-executed review not only boosts individual productivity but a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
How has the efficient frontier shifted over the decades? Craig Israelsen, PhD., demonstrates shifts in the efficient frontier decade-by-decade over the last 47 years. Gross performance and net return ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Description:
Short Duration Products Course Overview In this Short Duration Products course, we will explore the many different mechanics, uses, and groups involved in issuing and investing in short duration produ ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
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Short Year 1065 Returns for Terminated Partnerships: Avoiding Penalties For Failure to Report
08-Nov-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will provide tax advisers with a practical guide to completing “short year” Form 1065 Partnership Income Tax returns. The panel will discuss the rules governing short-year filings and wil ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Short-term debt securities are debt instruments with maturities of less than one year. This course examines the intricacies of short-term securities, which play a crucial part in the bond market.Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Short-term debt securities are debt instruments with maturities of less than one year. This course examines the intricacies of short-term securities, which play a crucial part in the bond market.Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module explores short-term non-government denominated interest rate futures. Specifically, characteristics of short-term interest rate futures, quoting conventions, how futures are listed, applic ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
8 CPE Hours Full Course Price: $64.50 Formats: Hard Copy and PDF Short-term rentals entitle hosts to take advantage of a variety of deductions and other tax benefits. Whether they are renting through ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Credit Hours:
- less than 1
Description:
This course helps you tailor your sales approach and conversations, regardless of the type of industry or buyers you call on.Delivery Method:
- QAS Self Study
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Field of Study:
- Accounting
Credit Hours:
- less than 1
Description:
This course covers 4 strategies for immediately affecting the customer decision making cycle that could shorten the sales cycle.Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With inflation and higher interest rates should I, or my client, consider cash-out refinancing?Is it the right time to refinance your mortgage? Perhaps you want to take advantage of a lower interest r ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Whether it is for insurance, donation or estate settlement there is a lot to know, or take in to consideration. "Should I have that Appraised?"Personal property appraisals are numerical opinions of va ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
It is a retirement dilemma.When planning for retirement cash flow, should a client start Social Security as early as age 62, letting individual retirement account money continue to grow, tax-deferred? ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The question often arises among clergy members: "Should I opt out of Social Security?" For many ministers, Social Security doesn't align with their retirement investment goals. They seek alternatives ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
How can advisors help clients quantify retirement risk? Count these ways Craig Israelsen, Ph.D., teaches at this professional education class: backtest withdrawal rates as well as the RMD show the eff ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The 2021 Shrink the Work project was kicked off by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency. To achieve ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The 2021 Shrink the Work project was kicked off by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency. To achieve ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The 2021 Shrink the Work project was kicked off by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency. To achieve ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Shrink the Work - Accounts Payable Training - Supplier/E-Settlements Portal
18-Oct-2021 Kaiser PermanenteField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
by the SCAL Controller’s team to reduce the number of journal entries through elimination, automation, consolidation and reduced frequency. To achieve the reduction goal of 15% to 20%, trainings in t ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- TX
-
Significant FAFSA and Other College Planning Changes
19-May-2021 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
The COVID relief bill passed at the end of 2020 also included some significant changes to the FAFSA, including: • Rules on grandparent 529 plans and other college contributions • How multiple students ...Delivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Significant Liquidating Trusts & Post Confirmation Issues in Bankruptcies in 2017 LIVE Webcast
07-Feb-2017 The Knowledge Group, LLCField of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Post-confirmation liquidation and litigation trusts prove to be effective tools in working out certain issues in a Chapter 11 Case. Section 1123(b)(3)(B) of the Bankruptcy Code authorizes the creation ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
OBJECTIVES: 1) Improve self confidence 2) Identify and apply your superpower 3) Learn principles to stop worrying 4) Learn principles to influence peopleProgram Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
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
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session is designed to bridge the gap between advisor terminology and client understanding regarding the world of fixed income investing. This is a particular challenge during a rising rate envir ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Simple Computer Tricks and Tips for an Easier Workday
17-Nov-2021 UNC Charlotte Extended Academic ProgramsField of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Save time and increase your productivity! This hands-on course will teach you key techniques, powerful search functions, and office integration across applications.Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
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Simple Computer Tricks and Tips for an Easier Workday
05-Nov-2020 UNC Charlotte Extended Academic ProgramsField of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Save time and increase your productivity! This hands-on course will teach you key techniques, powerful search functions, and office integration across applications. Key Topics and Takeaways Excel: Cu ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures we can take to c ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Simple Scripts for Problems at Work (SIM)
01-Jul-2013 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Credit Hours:
- 1 - 4 credits
Description:
Learn to effectively communicate with troublesome coworkers, bosses and clients and counter criticism with professionalism.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Dashboards is the way we communicate our message visually and interactively in simple way. However, the challenge is what to communicate in the dashboards and how much time is required to create them. ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you aim to construct dynamic dashboards, conduct in-depth data analysis, or streamline data ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you aim to construct dynamic dashboards, conduct in-depth data analysis, or streamline data ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
GASB 87 (Accounting Standard for leases) and GASB 96 (Accounting Standard for subscription-based information technology arrangements) are similar, yet very different. After GASB 87 went into effect, i ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
GASB 87 (Accounting Standard for leases) and GASB 96 (Accounting Standard for subscription-based information technology arrangements) are similar, yet very different. After GASB 87 went into effect, i ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
The Family and Medical Leave Act is probably the most complex piece of federal employment legislation ever passed.Trying to administer FMLA creates many questions. The first two questions are,“What ty ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course discusses how the FASB ASC presents all relevant U.S. accounting and financial reporting literature in a single authoritative offeringDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Are you grappling with the complexities of GAAP and FASB Codification in the realm of financial and accounting practices? In this CPE course, we highlight the evolution of GAAP, delving into the chall ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course addresses many of the financial planning issues that arise when completing and reviewing Form 1040 and its schedules. In this course, Mr. Rattiner will examine each line item for Form 1040 ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
A Single Audit is an organization-wide financial and compliance audit. In addition to providing an opinion on the financial statements, a Single Audit report includes reports on the Schedule of Expend ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
The Federal government relies on the opinion of an independent outside auditor to make their economic decisions to invest/lend taxpayer money. The new Uniform Guidance changes the audit requirements f ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting (Govmnt)
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Single audits are different. The federal government demands a lot of a grantee and their auditor. In this course, we will cover the audit requirements that exceed AICPA standards in the GAOs Yellow B ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 5 - 8 credits
Description:
Single Audits are among the most complex compliance audits, often posing significant challenges due to the intricacies of the OMB Uniform Guidance. This CPE course will equip you with the tools to tac ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 5 - 8 credits
Description:
Single Audits are among the most complex compliance audits, often posing significant challenges due to the intricacies of the OMB Uniform Guidance. This CPE course will equip you with the tools to tac ...Delivery Method:
- Group Internet Based
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