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Using Financial Counseling Techniques To Guide Clients Through The Financial Planning Process In Turbulent Times
26-Apr-2023 Advisors4AdvisorsField of Study:- Behavioral Ethics
- Finance
Credit Hours:- 1 - 4 credits
Description:Please join me for my next class about using counseling techniques to guide clients through the financial planning process. To make it an experiential learning experience, where you learn by doing, th ...Delivery Method:- Group Internet Based
Location:- NY
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Using Financial Ratios to Assess Institutional Financial Health
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:- Finance
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- Group Live
Location:- KY
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Using Fiscal Analytics to Identify Opportunities to Improve Cash Flow and Profitability
Illumeo, IncField of Study:- Finance
Credit Hours:- 1 - 4 credits
Description:This course covers a three step process that businesses can follow to uncover opportunities to improve cash flow and profitability.Delivery Method:- QAS™ Self Study
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Using Fiscal Analytics to Identify Opportunities to Improve Cash Flow and Profitability
Illumeo, IncField of Study:- Finance
Credit Hours:- 1 - 4 credits
Description:This course covers a three step process that businesses can follow to uncover opportunities to improve cash flow and profitability.Delivery Method:- QAS™ Self Study
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Using GenAI Tools to Advance Your Excel Skills: A Hands-On Training
The Center for Professional Education, Inc.Field of Study:- Computer Software and Applications
Credit Hours:- 1 - 4 credits
Description:To provide finance and accounting professionals with the skillset to utilize generative AI (genAI) to enhance their capability of using Excel as efficiently and effectively as possible. They will leav ...Delivery Method:- Group Internet Based
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Using Generative Artificial Intelligence for Marketing
19-Aug-2025 Case Western Reserve University, Weatherhead School of ManagementField of Study:- Information Technology
Credit Hours:- 5 - 8 credits
Description:Elevate your marketing game by integrating Generative Artificial Intelligence (Gen AI) into your strategies. This transformative program is tailored for marketing professionals and leaders eager to ha ...Program Level:BeginnerDelivery Method:- Group Live
Location:- OH
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Field of Study:
- Finance
Credit Hours:- 1 - 4 credits
Description:Divorce or the death of a spouse can turn the best-laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be s ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:IBISWorld is a provider of market intelligence reports and industry analysis that offers a vast array of reports covering various industries. Utilizing IBISWorld to uncover market trends, competitive ...Delivery Method:- QAS™ Self Study
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Using Large Deductible Tax Strategies to Enhance a Business Owner's Retirement Plan
07-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:- Taxes
Credit Hours:- 1 - 4 credits
Description:This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners. We will cover the following: • Why these plans are different from ...Program Level:OverviewDelivery Method:- Group Live
Location:- WA
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Using Leveraged Partnerships to Extract Equity After the Disguised Sale Rule Reversal
24-Jul-2019 Barbri, Inc.Field of Study:- Taxes
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- Group Internet Based
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description: -
Credit Hours:
- 1 - 4 credits
Description:In Using Macros to Automate Repetitive Tasks in Excel: Part 1, Excel expert David Ringstrom helps you reclaim part of your day by using macros in Excel to automate repetitive tasks. David will start b ...Delivery Method:- Group Internet Based
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Credit Hours:
- 1 - 4 credits
Description:In Using Macros to Automate Repetitive Task in Excel: Part 2, Excel expert David H. Ringstrom helps you go beyond the Macro Recorder. Building on the techniques that are covered in Part 1 of this seri ...Delivery Method:- Group Internet Based
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Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:At this session in our ongoing series for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload. Getting your do ...Delivery Method:- Group Internet Based
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Field of Study:
- Computer Software and Applications
Credit Hours:- 1 - 4 credits
Description:This course expands the previous discussion about external data and digs into the details for retrieving data from other sources.Delivery Method:- QAS™ Self Study
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Credit Hours:
- 1 - 4 credits
Description:This course expands the previous discussion about external data and digs into the details for retrieving data from other sources.Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description: -
Using Readily Available Information Technology Resources to Assist with Auditing for Fraud
Association of Certified Fraud ExaminersField of Study:- Auditing
Credit Hours:- 1 - 4 credits
Description:In modern information technology (IT) shops, there are important technology resources available to assist you with auditing an IT network and discovering hidden fraud. These can include software and h ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:For high-income earners who are business owners or solopreneurs, traditional retirement planning strategies often fall short in optimizing tax savings and long-term wealth. What if you could offer you ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This course explains how to create a more accurate forecast from statistical results like regressions, and how to evaluate that forecast.Delivery Method:- QAS™ Self Study
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Field of Study:
- Auditing
Credit Hours:- 21 + credits
Description:OAR321Delivery Method:- Group Live
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Field of Study:
- Auditing
Credit Hours:- 21 + credits
Description:OAR321Delivery Method:- Group Live
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Field of Study:
- Auditing
Credit Hours:- 21 + credits
Description:OAR321Delivery Method:- Group Live
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Field of Study:
- Auditing
Credit Hours:- 21 + credits
Description:OAR321Delivery Method:- Group Live
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Using Risk-Based Retirement-Income Guardrails For More Flexible Retirement Spending - RECORDED
22-Nov-2023 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Delivery Method:- QAS™ Self Study
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Using Section 351 Exchanges To Reallocate Portfolios With Embedded Gains And Analyzing Congressional Republicans’ 2025 TCJA Extension Budget Proposal
09-Jun-2025 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In this continuing education session, learners will review 2 Kitces articles: Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains and Analyzing Congressional Repub ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Field of Study:
- Statistics
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:At this session in our ongoing series for investment advisors, we'll review Skype for Business the communications tool integrated with the Office 365 subscriptions. Formerly known as Lync, Skype for ...Delivery Method:- Group Internet Based
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Using Subtrusts To Allow Stretch IRA Treatment For Trusts With Multiple Beneficiaries and Motivating Clients Of All Ages And Life Stages To Stop Delaying Estate Planning
Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:In this continuing education session, learners will review 2 Nerd Eye’s View blog articles: Using Subtrusts To Allow Stretch IRA Treatment For Trusts With Multiple Beneficiaries and Motivating Clients ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Credit Hours:
- 1 - 4 credits
Description: -
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description: -
Using Tax Credits to Hook New Clients and Get More From Your Current Data Base
American Institute of Certified Tax Planners, Inc.Field of Study:- Taxes
Credit Hours:- 1 - 4 credits
Description:One of four courses at our annual Tax Planning Success Summit available exclusively to CTC members. This course features hands-on, practical instruction, open discussion and Q&A designed to keep you o ...Delivery Method:- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Designed for non-accountants, this course explores how tax returns can be used to create and test fraud hypotheses; determine likely suspects; find known associates, shell companies and co-conspirator ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:About the Webinar This engaging session will delve into innovative methods for streamlining communications, such as avoiding traditional mailings and embracing online distribution for essential docume ...Delivery Method:- Group Internet Based
- Group Live
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Using Technology to Prepare for the Next Downturn or Rally
25-Oct-2021 Alliance of Comprehensive Planners, Inc.Field of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:Last year we faced a bear market that descended upon investors with remarkable speed. In the span of just over a month, the S&P 500 declined 34 percent from its recent high. This was an opportune ti ...Program Level:OverviewDelivery Method:- Group Live
Location:- GA
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Using the FASB Accounting Standards Codification: A Roadmap for Navigating the New Organization of Accounting Standard (online download only)
Surgent McCoy CPE, LLCField of Study:- Accounting
Credit Hours:- 1 - 4 credits
Description: -
Using The Iceberg Follow-Up Model, Using Reflection Questions, and Generate More Focus And Reflective Questions From Clients
20-Mar-2024 Kitces.comField of Study:- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description:This continuing education session focuses on client interaction and psychology when engaging in the financial planning process through the review of three articles: Fact, Situation, Feeling – Using Th ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Field of Study:
- Taxes
Credit Hours:- 13 - 16 credits
Description:Delivery Method:- QAS™ Self Study
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Field of Study:
- Taxes
Credit Hours:- 13 - 16 credits
Description:Delivery Method:- QAS™ Self Study
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Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:How can organizations truly embed sustainability into the heart of their strategy? The Sustainability Balanced Scorecard (SBSC) provides a structured approach to align environmental, social, and gover ...Delivery Method:- Group Internet Based
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Field of Study:
- Business Management and Organization
Credit Hours:- 1 - 4 credits
Description:How can organizations truly embed sustainability into the heart of their strategy? The Sustainability Balanced Scorecard (SBSC) provides a structured approach to align environmental, social, and gover ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:Are you tired of receiving error notices from the IRS for your 1099 filings? Dive into our comprehensive webinar to uncover the solution. Discover the power of this system in reducing B-Notices and el ...Delivery Method:- QAS™ Self Study
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Field of Study:
- Taxes
Credit Hours:- 1 - 4 credits
Description:Are you tired of receiving error notices from the IRS for your 1099 filings? Dive into our comprehensive webinar to uncover the solution. Discover the power of this system in reducing B-Notices and el ...Delivery Method:- Group Internet Based
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Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Economics
Credit Hours:- 1 - 4 credits
Description:In this course, George Cornell, Esq. discusses different vehicles used in asset protection and estate planning. He focusses the discussion on the use of LLC's and Trusts in asset protection and compar ... -
Field of Study:
- Specialized Knowledge
Credit Hours:- 1 - 4 credits
Description: -
Field of Study:
- Taxes
Description:Master the 83(b) Election with our visual e-learning course. Designed for tax professionals, this course uses engaging visuals to explain the who, what, why, when, where, and how of an 83(b) Election. ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Using Visuals to Simplify Employee Stock Purchase Plan
11-Apr-2025 Mastermind Advisors, Inc. DBA Level Up QuestField of Study:- Taxes
Credit Hours:- 1 - 4 credits
Description:An online e-learning course where we use visuals to help explain ESPP. We go through the various scenarios taxpayer may face with their ESPP and will be able to know the tax implication with each sce ...Program Level:BasicDelivery Method:- QAS™ Self Study
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Using visuals to simplify Qualified Small Business Stock
11-Apr-2025 Mastermind Advisors, Inc. DBA Level Up QuestField of Study:- Taxes
Credit Hours:- 1 - 4 credits
Description:Unlock the benefits of Qualified Small Business Stock in our concise e-learning course. Learn the eligibility, tax advantages, and strategic considerations using interactive visuals and scenarios. Ear ...Program Level:BasicDelivery Method:- QAS™ Self Study