Course Library
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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Doing business with customers overseas is good for your business. However, dealing with exchange rates and foreign currencies can be complicated. The good news: QuickBooks' Multicurrency helps you rec ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This webinar is a part of the Construction Audit Series by Denise Cicchella!US Bureau of Labour Statistics shows that as of January 2020, there were $7.59M people working in the construction industry. ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
You understand there are many security risks you face and that you have a legal responsibility to safeguard that information, but you aren’t sure how to get started in performing a proper risk assessm ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
Location:
- UT
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Cybercrime, Cybersecurity, Phishing, Malware, Ransomware, Skimming, the list goes on and on, but It really doesn’t pertain to me, right? I am too small and I really don’t have anything of value to hac ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
Location:
- UT
-
What You Should Have Already Done About Secure 2.0 and What to Do Next
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
With SECURE 2.0 being signed into law, every blogger, podcaster, media outlet and self-proclaimed tax guru is on overdrive trying to make the biggest headlines, but what does this all mean for you, yo ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The California Privacy Rights Act (CPRA) marks a transformative chapter in data privacy regulation, building upon the foundation laid by the California Consumer Privacy Act (CCPA) to empower residents ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The California Privacy Rights Act (CPRA) marks a transformative chapter in data privacy regulation, building upon the foundation laid by the California Consumer Privacy Act (CCPA) to empower residents ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful webinar, "What You Should Know About CPRA (Part II)," as we delve deeper into the complexities and challenges surrounding the California Privacy Rights Act (CPRA). This act, ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful webinar, "What You Should Know About CPRA (Part II)," as we delve deeper into the complexities and challenges surrounding the California Privacy Rights Act (CPRA). This act, ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The GDPR is more about data privacy and more about the empowerment of the data subjects and accountability. As a business, privacy, and GDPR might sound like an unnecessary burden to the organization; ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The General Data Protection Regulation (GDPR) is a comprehensive data protection and privacy regulation. The regulation aims to ensure transparency, accountability, and the lawful processing of person ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
There are a lot of concerns about the penalties by the multimillion-dollar fines imposed by GDPR; while there is a significant risk for noncompliance by not following this data protection law. What is ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
There are a lot of concerns about the penalties for the multimillion-dollar fines imposed by GDPR; At the same time, there is a significant risk of noncompliance by not following this data protection ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
The investment world is accelerating at a phenomenal speed, and clients are getting caught up in the hype without fully understanding the ramifications. This course answers marketplace and investor qu ...Program Level:
BasicDelivery Method:
- Group Live
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What your clients may not tell you – and what you can do about it: The challenges and opportunities facing financial planners today
20-Mar-2018 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: A Wall Street veteran and entrepreneur, Charlotte Beyer has spent her entire career working with UHNW and HNW principals. Beyer will take the audience through the landmines a ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course is a comprehensive look at understanding, evaluating, and recommending specific solutions to address insurance issues involving life, disability, health, long-term care, homeowners, auto, ...Program Level:
BasicDelivery Method:
- Group Live
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Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this valuable webcast, Excel expert David Ringstrom, CPA, draws your attention to the What-If Analysis tools available within Excel’s Data menu. David explains how and when to make use of Excel’s S ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In the rapidly evolving digital landscape, safeguarding privacy is paramount, and understanding the intricacies of Data Protection Impact Assessments (DPIAs) is crucial for organizations worldwide. Jo ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for a live demo of the new release features and add value to your Intacct software! Release Highlights Real-time, dynamic comparisons across time for financials Need to present reports in some ...Delivery Method:
- Group Internet Based
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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
13-Apr-2021 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Coinciding with the Covid recovery, stocks returned an astounding 56.4% in the last 12 months. Is the Covid comeback over? Fritz Meyer, an independent economist who has taught financial economics to p ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
What's in a Valuation Report? how to Read and Understand Goes into a Valuation
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
What's in your Audit? Stories from Past Audits and Strategies for the Next
27-Mar-2025 Fredrikson & Byron, P.A.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Minnesota State Bar Association Tax Law Section and the Institute for Professionals in Taxation are happy to jointly host an exciting event at Fredrikson & Byron, P.A. where we share real-life aud ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
What's New in Excel 2025: Hands-On with the Latest Features
The Center for Professional Education, Inc.Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
To teach financial professionals how to utilize the latest updates and features of Excel in an effort to improve their professional capabilities, streamline their workflow, and save time.Delivery Method:
- Group Internet Based
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
20-Jul-2017 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors investing in individual funds. The performance advantage is far more signif ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Marketing is required of every business, and the days are gone when you could take out an ad in a directory listing your name and hours of operation. Today, marketing is multi-faceted, and it can be e ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
Location:
- UT
-
What's Their Money For? Helping Clients Understand Money's Role in Their Lives
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Finance
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Clients who are unclear about money’s role in their lives may subconsciously use other people's behavior as a guide to making financial decisions, instead of consciously making choices based on their ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This presentation ia an update of the current economic trends and forcasts in today's marketplace.Delivery Method:
- Group Live
-
What's your plan? Three Keys To Succession Planning
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Chief Business Officer Joe Haupert shares how to begin succession planning and how to maximize value for yourself, your clients, and your team. We'll cover the differences between the aggregator and t ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
What's Your Strong Suit? Or How to Improve Results with Improved Communication
10-Nov-2016 Institute of Management Accountants - Catawba Valley ChapterField of Study:
- Personal Development
Description:
The challenge with many diverse folks that, together, create the fabric of a company, centers around the ability to understand each other and use information to create results. “What’s Your Strong Sui ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
What’s Happening In Washington: The Current Policy Landscape And What Regulation May Be Coming Next For Financial Advisors
29-Aug-2024 Kitces.comField of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
In recent years, the Securities and Exchange Commission has been especially active in updating “old” regulatory rules to modernize them, leading to an ongoing wave of compliance changes for financial ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Personnel/Human Resources
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The numbers don’t lie: too few employees are on track for retirement. So, what’s wrong with the 401(k), the plan most workers count on to save for retirement? Can it be fixed or should we scrap it for ...Program Level:
Beginner-IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In the rapidly evolving digital landscape, safeguarding privacy is paramount, and understanding the intricacies of Data Protection Impact Assessments (DPIAs) is crucial for organizations worldwide. Jo ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
The Public Sector Accounting Board of Canada (PSAB) issued standards and guidance with respect to matters of accounting in the public sector. The PSAB issues standards and guidance to serve the public ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
In December 2023, the Government Accounting Standards Board (GASB) released a new standard, GASB 102. It focuses on enhancing transparency around the financial risks state, local, and Tribal governmen ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
In December 2023, the Government Accounting Standards Board (GASB) released a new standard, GASB 102. It focuses on enhancing transparency around the financial risks state, local, and Tribal governmen ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Sometimes an audit goes from bad to worse and IRS Criminal Investigation becomes involved. This course will examine the signs of when an audit is turning criminal and a makeup of the departments and ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS™ Self Study
Location:
- UT
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Are you concerned about the rising threat of AI-driven cyber-attacks? Join us for the webinar "When Bots Attack: Safeguarding Against AI Cyber Threats," where the speaker Tom Kirkham will provide inva ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Are you concerned about the rising threat of AI-driven cyber-attacks? Join us for the webinar "When Bots Attack: Safeguarding Against AI Cyber Threats," where the speaker Tom Kirkham will provide inva ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophi ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status and AI-Generated Financial Advice And The Fiduciary Catch-22
23-Jan-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This month, we review December blog articles. This quiz includes the following articles: When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status and ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In which month of the year is it best to invest? Based on the average performance of seven core asset classes over the past 37 years, Craig Israelsen, PhD., demonstrates whether one month of the year ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- less than 1
Description:
Due to the destruction caused by Hurricane Helene in September 2024, the Internal Revenue Service (IRS) has announced that affected taxpayers will receive¯tax relief. This nano-learning course offers ...Delivery Method:
- Nano Learning
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Are you a vital part of a nonprofit organization that delivers essential services? We invite you to participate in our exclusive webinar, expertly tailored for nonprofit service providers. Immerse you ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
6 CPE Hours Full Course Price: $59.50 Formats: Hard Copy and PDF How you function in high pressure situations can propel you forward or hold you back. This course will show you how to harness the powe ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
When the Wheels Begin to Come Off: A Case Analysis of Challenging Circumstances
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course, we stretch beyond the normal leading practice concepts and delve into psychological theories and evaluations.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
In this course, we stretch beyond the normal leading practice concepts and delve into psychological theories and evaluations.Delivery Method:
- QAS™ Self Study
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