Course Library
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Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In this classroom, we will review the ACP Successful Marketing Manual through the section on getting your first 15 clients. Specific attention will be paid to understanding how to apply the marketing ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Description: This classroom covers income tax fundamentals and calculations, charitable contributions, tax reduction, and management techniques. Learning Objectives: Demonstrate understanding of com ...Delivery Method:
- Group Internet Based
-
Virtual Classroom - The Bond Ladder Strategy and Implementation
08-May-2017 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This virtual classroom reinforces the ACP bond ladder philosophy taught in The Bond Ladder Strategy and Implementation chapter, and how to effectively communicate this to your clients. Learning Object ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Virtual Classroom - The Preliminary Appointment
18-Jan-2016 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Description: The first face-to-face contact the advisor has with prospective clients is likely to be at the Preliminary Appointment. The only agenda during this one-hour meeting is to determine if wha ...Delivery Method:
- Group Internet Based
Location:
- NC
-
Virtual Classroom - The Presentation Appointment
01-Feb-2016 Alliance of Comprehensive Planners, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Description: An effective Presentation Appointment is critical to the growth and success of your practice. This is your opportunity to close the sale to demonstrate to your potential clients that ...Delivery Method:
- Group Internet Based
Location:
- NC
-
Virtual Classroom - The Record Keeping and Cash Flow Appointment
06-Mar-2017 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
Description: The goal of a good record keeping system is that clients know where to store their records so that any document can be found when needed. Thus this appointment will help clients can becom ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Virtual Classroom - The Retirement Planning Appointment
24-Apr-2017 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This virtual classroom reinforces the two different retirement planning philosophies, and their associated retirement funding methodologies covered in The Retirement Planning Appointment Module chapte ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Virtual Currency & Taxation Part 1 - What Is Bitcoin? What Is Cryptocurrency? Why Should You Care?
28-Nov-2017 Canopy TaxField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course is Part 1 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. Learn the history of crypto ...Delivery Method:
- Group Internet Based
- QAS Self Study
Location:
- UT
-
Virtual Currency & Taxation Part 2 - Tax Implications of Owning, Selling, and Gifting Bitcoin, Etc.
29-Nov-2017 Canopy TaxField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Part 2 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. With the exception of buying virtual curre ...Delivery Method:
- Group Internet Based
- QAS Self Study
Location:
- UT
-
Virtual Currency & Taxation Part 3 - Working with Bitcoin and Other Virtual Currency Clients & the Future of IRS Regulations
30-Nov-2017 Canopy TaxField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course is Part 3 of a comprehensive 3-part series intended to help you understand and become savvy with tax issues and considerations with respect to virtual currency. When dealing with the taxat ...Delivery Method:
- Group Internet Based
- QAS Self Study
Location:
- UT
-
Credit Hours:
- 1 - 4 credits
Description:
Most virtual currency transactions involving a sale or exchange will have a taxable outcome. In the Virtual Currency Taxation course, we describe the basics of virtual currencies, and then delve into ...Delivery Method:
- QAS Self Study
Location:
- MA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Most virtual currency transactions involving a sale or exchange will have a taxable outcome. In the Virtual Currency Taxation course, we describe the basics of virtual currencies, and then delve into ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
According to a survey done by the Pew Research Center whose results were published in April 2023, 17% of Americans indicated they personally have invested in, traded or otherwise used virtual currency ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
According to a survey done by the Pew Research Center whose results were published in April 2023, 17% of Americans indicated they personally have invested in, traded or otherwise used virtual currency ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including: Virtual Desktop versus Remote Desktop what's the difference? Who should move to ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
SUMMARY Virtual teams are similar to traditional teams in many ways. Just as traditional teams require coaching and occasional conflict resolution, remote team members need these things too. CONTEXT ...Program Level:
NoviceDelivery Method:
- Group Live
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
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- GA
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- PA
- PR
- RI
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- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today's digital age, mastering online engagement is crucial for companies conducting training courses, strategizing plans, or facilitating virtual meetings. Educators, trainers, and facilitators fa ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today's digital age, mastering online engagement is crucial for companies conducting training courses, strategizing plans, or facilitating virtual meetings. Educators, trainers, and facilitators fa ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This session covers the three components of an effective online meeting leadership strategy: pre-meeting planning, managing the meeting, and post-meeting follow-up. You'll experience meeting activitie ...Program Level:
NoviceDelivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
This session covers the three components of an effective online meeting leadership strategy: pre-meeting planning, managing the meeting, and post-meeting follow-up. You'll experience meeting activitie ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Credit Hours:
- 1 - 4 credits
Description:
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Org ...Delivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
This course enhances sales coaching for results and creates a joint process to improve individual sales and sustain performance.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
There are unique challenges that people face when they conduct a virtual sales call. Most people are fearful, lack adequate preparation, and need more effective customer engagement skills. In this L ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
Shifting training delivery from in-person to virtual instructor led isn’t as easy as sharing a link and reviewing a presentation deck. Learning & Development professionals know that for training to ha ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Virtual vs in person meetings: advisor and client preferences. How often and how do you connect with your clients?
19-Jan-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Description:
For many advisors, the pandemic forced a pivot from in person to virtual meetings. There are certainly upsides to meeting virtually. Now that the worst of the pandemic is (for now) behind us, many adv ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Credit Hours:
- 1 - 4 credits
Description:
This course gives you ideas for where and how to be more visible and offers you suggestions for improving your professional style and image.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Microsoft Visio is used to create professional diagrams effortlessly and effectively. In this webinar, I will show you how to create the following diagrams: Flowcharts Organizational Charts Brainstorm ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Visualization is a critical business skill. In this course, you’ll learn about the visual language hierarchy, and you’ll discover how to add information to a chart in a way that maximizes its effectiv ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Visualization is a critical business skill. In this course, you’ll learn about the visual language hierarchy, and you’ll discover how to add information to a chart in a way that maximizes its effectiv ... -
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Optimizing a retiree's portfolio requires balancing the need for current income against expectations for the future. This webinar presents a graphical technique enabling retirees to better understand ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Computer Software and Applications
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you'll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
n this practical webinar, you'll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively n ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
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