Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Do you have a Marijuana grower or seller. As more states hop on the medical and recreational use, we need to know how to prepare a correct tax return to comply with § 280A of the Internal Revenue Code ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
As business and regulatory environments evolve and become increasingly complex, the CPA profession’s commitment to performing quality audits becomes more essential than ever. Quality should be the pri ...Delivery Method:
- QAS™ Self Study
-
Update on the SEC's Executive Compensation Disclosure Rulemaking under Dodd-Frank: What Do You Need to Know Now? LIVE Webcast
18-Nov-2015 The Knowledge Group, LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will help executives, investors, and compensation lawyers understand the impo ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In 2025, the Trump administration introduced a bold new direction for U.S. trade policy by implementing a sweeping 10% baseline tariff on imports from 185 countries. This unexpected move has disrupted ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In 2025, the Trump administration introduced a bold new direction for U.S. trade policy by implementing a sweeping 10% baseline tariff on imports from 185 countries. This unexpected move has disrupted ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
What do the latest global standards mean for the future of internal auditing? The Institute of Internal Auditors (IIA) recently introduced the 2024 Global Internal Audit Standards, marking a shift in ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
How should the internal audit function be governed to ensure its independence and effectiveness? Domain III of the new 2024 Global Internal Audit Standards introduces fundamental changes, emphasizing ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
The new Global Internal Audit Standards were released on January 9, 2024, and will become effective on January 9, 2025.¯ The previous version, the¯International Standards for the Professional Practice ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
The evolution of Internal Audit Standards continues redefining how professionals approach audit engagements, ensuring compliance and effectiveness in delivering results. With the new Global Internal A ...Delivery Method:
- QAS™ Self Study
-
Updated Ethics: Professional Conduct and Regulation CFP® Ethics Hr 1 and Hr 2
29-Apr-2021 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Description This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effect ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers the basics of nexus and what you need to know about it.Delivery Method:
- QAS™ Self Study
-
Updates in Estate Planning, Asset Protection & Business Planning
16-Aug-2023 Mariner Wealth AdvisorsField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
IntermediateDelivery Method:
- Group Live
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Upgrade Your Budgeting & Forecasting: Discover the Best Alternative to Excel or Anaplan
30-Jan-2025 Lodestar Solutions, Inc.Field of Study:
- Accounting
- Business Management and Organization
- Computer Software and Applications
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you tired of the limitations of tools like Excel or Anaplan for your financial planning? Maybe your FPA solution vendor is only focused on big companies and your price is soaring while your suppor ...Delivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
10-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
- Behavioral Ethics
- Computer Software and Applications
- Management Services
- Personal Development
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
The UPPO Annual Conference is the premier event for professionals responsible for unclaimed property. The conference integrates networking and premier education into every aspect of the agenda, provid ...Program Level:
Basic, Intermediate and Advanced CoursesDelivery Method:
- Group Live
Location:
- TN
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Talent Gaps, Upskilling Talent, Closing Skill Gaps, Talent Strategy, Professional DevelopmentIs your company experiencing talent gaps or shortages?Are you having a hard time filling critical roles wit ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Are you prepared for the fast-paced transformation of today's job market, driven by technology and automation? Join us in our illuminating webinar on "Upskilling and Reskilling: Nurturing Talent in a ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This four-lesson course instructs the learner to recognise, and distinguish between, the main contract models in use in the oil and natural gas industry, identify the advantages and disadvantages of e ...Program Level:
IntroductionDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Transferring property out of a taxable estate now, under current exemption limits, is suddenly extremely important to saving clients from tax disaster. So is maximizing deductions, entity structuring, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 21 + credits
Description:
The objectives of US GAAP (2.5 day duration course) are: Topics include: Rev. Rec, Asset Impairment, Foreign Exchange and Income Taxes. Will learn by working through GE specific cases, researching te ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- OH
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Get an overview of the different Accounting standards - US GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards)Program Level:
BasicDelivery Method:
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- less than 1
Description:
Classify the high level differences between US GAAP and IFRS.Program Level:
BasicDelivery Method:
- QAS™ Self Study
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to enhance tax season efficiency for tax professionals. Annie will introduce a new service offering tailored for simplified, less complex returns. Additionally, we'll discuss s ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Use and Understand Purchase Agreements (TCP)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Terms and conditions denote the special agreements, provisions, requirements, rules, specifications and standards that form an integral part of any agreement. As a purchasing professional or business ...Delivery Method:
- QAS™ Self Study
-
Use of Representation and Warranty Insurance in M&A Transactions Involving ESOP Companies
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
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to secure your legacy and protect your assets for the future? In today’s fast-paced world, using trusts in estate and gift tax planning can simplify complex tax rules and provide peace o ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to secure your legacy and protect your assets for the future? In today’s fast-paced world, using trusts in estate and gift tax planning can simplify complex tax rules and provide peace o ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 5 - 8 credits
Description:
This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
GET THE MOST OUT OF YOUR PRE-TAX RETIREMENT ACCOUNTS WITH SIMPLE PLANNING USING LONG-ESTABLISHED BUT UNDERUTILIZED IRS RULESIncome for retirement can come from the sale of a business, personal savings ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Many of you are concerned about the uncertainty of interest rates and the impact they may have on your investments. High inflation, increasing interest rates, geopolitical unrest, and bank failures. T ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Many of you are concerned about the uncertainty of interest rates and the impact they may have on your investments. High inflation, increasing interest rates, geopolitical unrest, and bank failures. T ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Your clients’ trustee needs to collaborate with you through any disability and then to transition after their death. Planning enhances the trustee’s effectiveness, and minimizes waste, delay and heart ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In today's dynamic business landscape, the traditional methods of business valuation are undergoing a profound transformation, thanks to the integration of Artificial Intelligence (AI). This shift is ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In today's dynamic business landscape, the traditional methods of business valuation are undergoing a profound transformation, thanks to the integration of Artificial Intelligence (AI). This shift is ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Dive into the realm of fraud investigation by harnessing the power of artificial intelligence with our enriching webinar, "Using AI in a Fraud Investigation." Tailored for professionals in financial a ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Dive into the realm of fraud investigation by harnessing the power of artificial intelligence with our enriching webinar, "Using AI in a Fraud Investigation." Tailored for professionals in financial a ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Implementing artificial intelligence (AI) in government audits revolutionizes traditional audit processes by enhancing efficiency, accuracy, and decision-making. AI tools can analyze vast datasets at ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Implementing artificial intelligence (AI) in government audits revolutionizes traditional audit processes by enhancing efficiency, accuracy, and decision-making. AI tools can analyze vast datasets at ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In the ever-changing field of auditing, professionals must grasp the fundamentals of AI technologies while navigating the complex landscape of financial statement analysis. The application of AI in au ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In the ever-changing field of auditing, professionals must grasp the fundamentals of AI technologies while navigating the complex landscape of financial statement analysis. The application of AI in au ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Artificial Intelligence is transforming the way audits are conducted—offering speed, accuracy, and deeper insights than ever before. But how can internal auditors take advantage of this powerful techn ...Delivery Method:
- QAS™ Self Study
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