Course Library
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Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL101Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
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ACP Advanced Planner Retreat: What We Learned 2019
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
More than 30 of ACP's members met in June to brainstorm issues of interest to advanced planners. Many of their conclusions can benefit a broader spectrum of ACP members. Join us for a recap of the mos ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
As a follow-up to the Compensation Committee’s 2017 survey, the System Committee dug deeper into what makes ACP firms successful and profitable. By analyzing their results and collecting data from 27 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
What do you need when a client dies unexpectedly? Estate Planning usually doesn’t target important information beyond the standard will, trust, and POAs. Comprehensive financial planning requires havi ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
This presentation outlines and discusses critical factors involved when working with “real people,” which deviate from norms established for individual financial planning offered through institutional ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Specialized Knowledge
Description:
The ACP Pyramid and Toolkit are proprietary ACP tools that advisors can use with their clients to help them gain a greater understanding of the various aspects of their financial life. The ACP Pyramid ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The ACP Pyramid and Toolkit are proprietary ACP tools that advisors can use with their clients to help them gain a greater understanding of the various aspects of their financial life. The ACP Pyramid ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
This presentation outlines and discusses critical factors involved when working with “real people,” which deviate from norms established for individual financial planning offered through institutional ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Finance & Accounting Professionals need to communicate in English on a daily basis, and if you work with the US or live and work in the US, it’s important that everyone understand you clearly. It can ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
The Acquisition Business Management Course offers hands-on experience in dealing with common financial issues in acquisition that include cost estimating; Planning, Programming, Budgeting and Executio ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Acquisition Due Diligence – Partner with Professionals to Deliver Quality Reports to Your Board
18-Sep-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Engage with leaders from OwnersEdge on best practices for due diligence in your acquisition strategy. This session will provide insights and strategies across several key areas, including quality of e ...Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will go into detail about the process and different strategies of using an employee stock ownership plan (ESOP) as an acquisition tool. We will cover the different forms of acquisitions, ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Acquisition Strategies to Mitigate Repurchase Obligation Exposure
28-Sep-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course you will learn how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Description:
In this course you will learn how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides you with a checklist of technological items to consider during an acquisition or merger.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Acquisitions Due Diligence: Examining the Process
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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