Course Library

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Cybersecurity is a regulatory hot button issue. By taking the necessary precautions and understanding your vendors' cybersecurity posture, you can reduce the risk of them becoming your weakest link. I ...

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Vibrant Communications is for professionals who know they can do more but feel limited by a lack of communication, abundance of conflict, and/or a need for improved interpersonal skills. Participants ...

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To help financial professionals avoid the pitfalls & develop a working underst&ing of FASB's consolidation framework, including majority stock ownership issues, noncontrolling interests & VIEs. You'll ...

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To help financial professionals avoid the pitfalls and develop a working understanding of FASB's consolidation framework, including majority stock ownership issues, noncontrolling interests and VIEs. ...

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This course focuses on the Virginia CPA working in business, industry, or government.

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This course focuses on the Virginia CPA working in business, industry, or government.

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This course provides an overview of ethical thought as well as the core values of the Virginia CPA in business and the application of these values to ethical reasoning.  The AICPA Code of Professional ...

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This course will examine ethical issues in representation of the eldery, pooled special needs trusts, long-term care planning, estate planning and asset transfers as they relate to Medicaid, and alter ...

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Ethics for Virginia CPAs - 2024, approved by the Virginia Board of Accountancy (VBOA), fulfills the VBOA 2-hour ethics requirement.  The course begins with a special segment (video) developed by the V ...

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The classroom will be an overarching presentation on an advisor's compliance and regulatory responsibilities. The new ACP member will be given an introduction to core compliance and regulatory matters ...

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What you do in the Estate Planning appointment varies according to what each client currently has in place. For those clients who have estate planning documents, your job is to review them and ensure ...

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Description: The Goals Visualization is an important appointment unique to the ACP Success Program. This appointment helps clients clarify their life goals, which helps advisors develop a tailor-made ...

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This classroom explores insurance needs analysis, and policy and company selection. Learning Objectives: • Learn to use the ACP core insurance tools to develop an insurance portfolio that covers true ...

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Description: In this classroom, we will learn how to advise the client in regards to investments in a way that best meets their needs and risk tolerance. Learning Objectives: • Educate your clients ab ...

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Description: In this classroom, we will review the Portfolio Analysis Appointment, where you plant the seeds of what you want to see in the future. You water those seeds in other appointments. You wil ...

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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 ...

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Description: This classroom covers income tax fundamentals and calculations, charitable contributions, tax reduction, and management techniques. Learning Objectives: • Demonstrate understanding of com ...

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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 ...

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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 ...

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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 ...

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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 ...

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This virtual classroom reinforces the two different retirement planning philosophies, and their associated retirement funding methodologies covered in The Retirement Planning Appointment Module chapte ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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This course enhances sales coaching for results and creates a joint process to improve individual sales and sustain performance.

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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 ...

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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 ...

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Working from home or on the road is filled with distractions and never-ending ways to procrastinate. The employee feels pressured to be reactive. The employer isn't sure how to communicate and engage.