Course Library
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Field of Study:
- Accounting
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
All business professionals need a good working knowledge of financial statements to include how they are created and how they can be used to make key business decisions. Business and financial transac ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Ratios enable us to analyze financial statements, compare one company or financial period to another, and convert the results indicated on financial statements to the reasons needed to improve profits ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Ratios enable us to analyze financial statements, compare one company or financial period to another, and convert the results indicated on financial statements to the reasons needed to improve profits ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Ratios enable us to analyze financial statements, compare one company or financial period to another, and convert the results indicated on financial statements to the reasons needed to improve profits ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Ratios enable us to analyze financial statements, compare one company or financial period to another, and convert the results indicated on financial statements to the reasons needed to improve profits ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAR321Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAR321Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAR321Delivery Method:
- Group Live
-
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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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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Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
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
-
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
-
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
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Using the COSO Framework to Create Effective and Efficient Internal Controls June 29th, 2017 1:00 PM to 2:40 PM ET Can't attend live? By registering, you will be able to view the course live, view a r ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
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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
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
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 ... -
Using Your FERS Benefits to Plan a Successful Retirement (New Hires and early career employees)
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Using Your FERS Benefits to Plan a Successful Retirement (New Hires and early career employees)
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Using Your FERS Benefits to Plan a Successful Retirement (New Hires and early career employees)
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
1 CPE Hour Full Course Price: $19.50 ormats: Hard Copy and PDF This course is designed to meet the one-hour specific ethics requirement for the state of Utah, including the state’s Certified Public Ac ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This 4-hour course is designed to meet the professional ethics CPE requirement for Utah CPAs. 1 hour is devoted to a detail study of the Utah Certified Public Accountant Licensing Act and the Utah Cer ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This is a 4 hour course for Utah covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, ju ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
This course will train you on classifying transactions/ activities within the TVA/FERC account system. It will also give you insight into the big picture of the business and how each small job is re ...Delivery Method:
- Group Live
Location:
- TN
-
Field of Study:
- Business Law
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Join with other municipal utility billing personnel for a seminar and peer discussion on utility billing processesProgram Level:
OverviewDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Accounting
- Finance
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
A three day professional development webinar intended for those who work with rate regulated utilities in the area of finance or accounting or those with a background in finance or accounting from sc ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Accounting
- Finance
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
A threeday seminar for Non-Financial Professionals to provide a working understanding of finance and accounting as applied to both the regulated utility and nonregulated companies. Understand accrual ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Business Law
Credit Hours:
- 13 - 16 credits
Description:
This 2 day course reviews the legal problems that can occur in electric utility system management. Participants study issues related to the Public Utility Regulatory Policies Act (PURPA), TVA and gove ...Delivery Method:
- Group Live
Location:
- TN
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Utilizing 72(t) Payments to Avoid the 10% Early Distribution Penalty: Rules and Strategies - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Almost all corporations have a travel policy to control the way their employees travel and incur expenses. In this webinar, youll learn about the benefits of a travel program and how to create a succ ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This presentation will cover the journey that School of Rock has undertaken to implement automated BI dashboards into the business. For many years, School of Rock has used in-platform reporting tools ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Economic indicators are those often-voluminous statistics released by government agencies, nonprofit organizations, and private companies. They provide measurements for evaluating the health of our ec ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Utilizing Flexible Estate Plans to Maximize Wealth Transfers in Uncertain Times - LIVE
19-Mar-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Financial planners are often working to adapt estate plans to consider client concerns over legislative changes. However, proposed legislative changes may or may not come to pass, leaving financial pl ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Utilizing Flexible Estate Plans to Maximize Wealth Transfers in Uncertain Times - RECORDED
20-Mar-2024 Kitces.comDescription:
Financial planners are often working to adapt estate plans to consider client concerns over legislative changes. However, proposed legislative changes may or may not come to pass, leaving financial pl ...Program Level:
BasicDelivery Method:
- QAS Self Study
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