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This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.

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This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.

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This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.

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This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.

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This course will explain Annuities and how to classify them. It also will explain contract provisions and the impact of suitability. Also the taxation of qualified and non-qualified annuites.

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This is a one hour (50 minutes of contact time) classroom course. To educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and young ...

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In this module we will be talking about mutual funds in general—where they came from and what they do and don't do for us.

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This course covers the flow of Non-PO invoices, from the time they are received by a Company to the point they are is paid.

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This course covers the flow of Non-PO invoices, from the time they are received by a Company to the point they are is paid.

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This course examines each of the seven operational risks categories, and provides a detailed explanation on each risk.

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This course examines each of the seven operational risks categories, and provides a detailed explanation on each risk.

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Understanding Options Course Overview This Understanding Options course provides an overview of options terminology and how options can be used effectively. We explore moneyness, intrinsic vs. extrins ...

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A good way to improve the performance of a business is to learn more about how people interact within it – which is organizational behavior. In the Understanding Organizational Behavior course, we cov ...

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Since science now realizes that people are too complicated to just be labeled a type, the True Tilt Profile is used to help us discover ourselves and our preferred Character Strengths in a positive, c ...

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This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.

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This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.

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This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.

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This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.

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Planned giving is a win-win approach to philanthropy that lets the donors leave a legacy and help secure the non-profit’s future at the same time.Planned giving is the process of donating planned gift ...

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This course addresses the different types of Purchase Orders a Company may have as well as the different matching methods.

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This course addresses the different types of Purchase Orders a Company may have as well as the different matching methods.

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This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.

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This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.

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This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.

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This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.

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To show tax professionals the importance of evaluating nexus and the taxability of transactions, as well as developing compliance processes, documentation and tax automation.

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Presentation Description: The SECURE 2 Act follows on the progress made in the original SECURE Act by providing increased access to retirement plans for both employers and employees.  The bill also lo ...

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Organizations that provide services to other entities need a way to manage risks associated with outsourcing those services. The original standard for reducing that risk was known as a SAS 70 Attestat ...

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Social Security is good for providing a basic retirement income that you and your spouse can rely on.  It is an integral part of retirement planning.Social Security will comprise 40-60% of a retired i ...

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Social Security is good for providing a basic retirement income that you and your spouse can rely on.  It is an integral part of retirement planning.Social Security will comprise 40-60% of a retired i ...

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This course will examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government ...

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Social Security is the foundation of many people’s retirement.Most Americans depend heavily on their Social Security income after reaching retirement age. It is one of the most common strategic decisi ...

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Social Security is the foundation of many people’s retirement. Most Americans depend heavily on their Social Security income after reaching retirement age. It is one of the most common strategic decis ...

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For self-employed individuals seeking to maximize their retirement savings while optimizing business deductions, the Solo 401(k) plan offers a powerful solution. A solo 401(k) often provides the highe ...

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Learn how databases are structured to maximize efficiency and how data can be extracted from a database using SQL code.

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Learn how databases are structured to maximize efficiency and how data can be extracted from a database using SQL code.

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This course explores the underlying principles of Supply Chain Finance.

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Are you concerned about fraud risks and want to learn more about the latest fraud trends? Look no further than our Five-Course Series on Fraud Trends for the Future. The series focuses on the evolving ...

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With the onset of the COVID-19 virus and the shutdown of the worldwide economy, new risks exist for businesses and government entities. The criminals came up with new scams within days of the virus ou ...

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In June 2023, the Board, FDIC, and OCC issued final interagency guidance on managing risks associated with third-party relationships. The new guidance replaces each agency’s existing general guidance ...

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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.As an Independent Certified Financial Planner (C ...

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Mortgage fraud continues to threaten the health of our economy and anti-fraud professionals like you are needed to combat this global problem. In this course, learn to take a stand against mortgage fr ...