Course Library

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 ...

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 ...

This course gives you ideas for where and how to be more visible and offers you suggestions for improving your professional style and image.

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 ...

The UAE is entering a transformative decade under the umbrella of “We the UAE 2031”, a national strategy that seeks to double the economy, enhance government effectiveness, and position the country am ...

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 ...

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 ...

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 ...

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 ...

This course tells you everything that you need to know about VLOOKUP and XLOOKUP. They are huge timesavers as both functions allow you search through data and have Excel return a corresponding value f ...

In this course we witness an epic battle between these two Excel heavyweights and watch these rivals go head-to-head.

In this course we witness an epic battle between these two Excel heavyweights and watch these rivals go head-to-head.

In this continuing education session, learners will review How Financial Planners Actually Do Financial Planning, the fourth report in a biannual series by Kitces Research that explores the factors th ...