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This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.

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Transparency is a regulatory burden imposed on RIAs by the government and modern marketing. CFA Institute's Global Investment Performance Standards (GIPS®) are designed to increase transparency and co ...

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Knowing how employees commit fraud isn't enough. You must recognize why employees steal from their organizations in the first place. This course focuses on the psychology of workplace deviance and fra ...

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n a world where unexplained critical insurance exposures are becoming the norm, the need to help clients navigate this sector has never been greater. This valuable and straightforward course helps you ...

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Change is a constant in life and business, but it's not always easy to navigate. Whether you're looking to improve your habits or manage change within your organization, understanding the science behi ...

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Are your investment returns falling victim to hidden costs? It's time to shed light on the unseen expenses that can significantly impact your financial outcomes.In this online webinar, Ph.D. of Statis ...

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This presentation provides a case study informing how a regional economy can create an opportunity rich landscape for investors. With the state of Minnesota as our example, we will delve into how a re ...

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Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to ...

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Personally identifiable information (PII) is any data that could potentially identify a specific individual. Any information that can be used to distinguish one person from another and can be used to ...

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Join Jorge Carrillo for an insightful CPE course exploring the nuanced relationship between security and privacy in data management. This one-of-a-kind webinar will explain why bolstering security mea ...

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Join Jorge Carrillo for an insightful CPE course exploring the nuanced relationship between security and privacy in data management. This one-of-a-kind webinar will explain why bolstering security mea ...

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Have you ever wondered what drives small business owners to choose one accounting firm over another? In this CPE Course, we delve into the essential factors that influence these critical decisions. Th ...

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Have you ever wondered what drives small business owners to choose one accounting firm over another?In this CPE Course, we delve into the essential factors that influence these critical decisions. Thi ...

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Financial professionals who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow wallet sh ...

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Retirees face a host of risks that threaten their ability to support their chosen lifestyle. These include longevity risk, sequence of returns risk, and loss of purchasing power due to inflation. In a ...

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Large cap, small cap, value, growth, international, emerging markets. Different equity asset classes behave differently at different time horizons. Bonds have a known maturity that makes timing them t ...

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Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

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Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.

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This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

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This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.

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Defining the value of assets at the time they’re transferred suddenly has become a more viable estate planning technique because of recent court rulings. Done right, defined value gifts reduce the ris ...

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Almost daily we learn about another company whose employees have decided to take matters into their own hands and increase their pay or the company's profits through creative accounting and other mean ...

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With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their cli ...

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Many accountants believe that bookkeeping is beneath them, because it is low margin and high touch work.  That was true just a few short years ago, however, technology has changed everything.  We can ...

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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This course explains why you need to do more to become competitive in today's changing career marketplace.

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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This course explains why you need to do more to become competitive in today’s changing career marketplace.

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A cloud-based practice management solution will not only help reduce the stress of accountants during tax season but year-round issues as well. In Canopy’s new CPE course “Why You Need to Incorporate ...

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Most businesses are subject to various licensing, permit, and registration requirements. These are put in place for public safety, tax, or other reasons. Because the cannabis industry is heavily regul ...

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Ever wonder why we keep making those head-scratching financial decisions? You know, the ones where we buy things we don't need or dive headfirst into debt we can't afford? Well, it turns out our relat ...

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Ever wonder why we keep making those head-scratching financial decisions? You know, the ones where we buy things we don't need or dive headfirst into debt we can't afford? Well, it turns out our relat ...

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Widgets inc. – Adjusting a Business owner’s Net Worth overview Understanding a business owner’s personal financial situation is a critical skill in managing risk for commercial lenders. In this practi ...

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Ever wonder what makes an offer to the IRS acceptable? In this hour, we will show you how easy it is to determine what the IRS is looking for and how to submit a good offer. No fluff, just the facts! ...

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The increasing number of US taxpayers holding foreign bank and investment accounts over the past years has urged the U.S. Department of the Treasury and the Internal Revenue Service (IRS) to create st ...

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Don?t keep putting it off?it?s time to get a will! In this introductory course, attorneys Richard Abend and Josh Silber explore the details of trusts and wills, and the very real dangers posed by the ...

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Many advisors are acquiring new pre-retired and retired clients by changing the way they think and talk about distributions in retirement. Join our webinar on Tax Efficient Retirement Distributions to ...

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This course explains how to capitalize on a collaborative style, armed with offense/defense tactics, to gain a win-win solution.

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This course uncover the key steps of negotiating planning: when and how to make your offers, how to set parameters and more.

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