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When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status and AI-Generated Financial Advice And The Fiduciary Catch-22
23-Jan-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This month, we review December blog articles. This quiz includes the following articles: When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status and ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In which month of the year is it best to invest? Based on the average performance of seven core asset classes over the past 37 years, Craig Israelsen, PhD., demonstrates whether one month of the year ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
6 CPE Hours Full Course Price: $59.50 Formats: Hard Copy and PDF How you function in high pressure situations can propel you forward or hold you back. This course will show you how to harness the powe ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
When the Wheels Begin to Come Off: A Case Analysis of Challenging Circumstances
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course, we stretch beyond the normal leading practice concepts and delve into psychological theories and evaluations.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
In this course, we stretch beyond the normal leading practice concepts and delve into psychological theories and evaluations.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course stretches beyond the normal leading practice concepts and delves into psychological theories and evaluations.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course stretches beyond the normal leading practice concepts and delves into psychological theories and evaluations.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course further evaluates information regarding operation of the hotline, managing of information and investigating hotline calls.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This course further evaluates information regarding operation of the hotline, managing of information and investigating hotline calls.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course further evaluates information regarding operation of the hotline, managing of information and investigating hotline calls.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course further evaluates information regarding operation of the hotline, managing of information and investigating hotline calls.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
4 CPE Hours Full Course Price: $34.50 Formats: Hard Copy and PDF This course provides the tools needed to successfully deal with the IRS when addressing and settling a tax debt. It presents informatio ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
When your client dies, what advice can you provide for the family? There are special tax rules, return requirements, issues, and options when advising clients after a family member has died. Often, th ...Program Level:
bDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
One of the most common questions in seminars is, "Where do I go to find the guidance for that?" In this course, Jeff Sailor will walk you through exactly how to find the answers to most all your accou ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Overview of economic and market conditions and what the future investing landscape looks like for banks.Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- OK
-
Where the Roads Meet: Interplay between Trustee and the Board of Directors
09-May-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This presentation will focus on the interaction between the trustee (whether internal or independent) and the board of directors on matters impacting ESOP-owned companies. Presenters will discuss the ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Where you are on your roadmap to retirement - baby boomers (55-75)
06-Aug-2020 National Center for Employee Ownership (NCEO)Field of Study:
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
How to assess your retirement readiness? Participants who attend this call can expect to learn: • How to determine your retirement income needs • Why expenses may change during retirement years • How ...Program Level:
All levels welcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
In an increasingly global and coordinated fashion, the Department of Justice, the SEC, the CFTC, and other U.S. and foreign agencies are pressing forward with a white collar enforcement program of unp ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Regulatory Ethics
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
In an increasingly global and coordinated fashion, the Department of Justice, the SEC, the CFTC, and other U.S. and foreign agencies are pressing forward with a white collar enforcement program of unp ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course will discuss the typical profile of an employee who is liable to commit corporate fraud as revealed by numerous studies. In addition, you will be provided with several types of common sche ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Who is Really the Innocent Spouse? IRC §6015 Update
21-Nov-2019 Asterid Group Inc (dba CPE Warehouse)Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Many times after filing a joint return spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. The IRS has recently amended its innocent spo ...Program Level:
IntroductoryDelivery Method:
- Group Internet Based
-
Who Stole My Cheese – Profiles Of Different Fraud Perpetrators and How to Prepare For Them
MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
There are several factors that make doing Roth Conversions particularly attractive right now. Currently, we are in a very low tax regime. This tax regime is set to expire and revert back to the old ru ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Who's Lying? How to Identify and Document Untruthfulness in Fraud Investigations
Association of Certified Fraud ExaminersField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn advanced techniques for deciding who's telling the truth and who's lying in fraud investigations.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
A new version of the Form I-9, Employment Eligibility Verification, was released on July 17, 2017. By September 18, 2017, employers were to start using the revised form. This webinar will provide an ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By offering tax preparation and planning as part of our client engagements, ACP members can add meaningful value for clients. There are few financial issues that are not connected to taxes in some way ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Could auditors be overlooking fraud in your organization? This archived webinar examines five case studies in which auditors glossed over frauds of more than $500,000. It also explores the factors tha ...Delivery Method:
- QAS Self Study
-
Why D&O, Fiduciary, and Cyber Insurance Are Particularly Important for ESOPs
30-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Learn how to determine the functional currency of your subsidiaries, why it matters so much, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how to determine the functional currency of subsidiaries, why it matters, and key considerations when setting up a new entity.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course explores how EQ can be learned and is a skill that with daily practice will develop and help you become the leader you aspire to be.Delivery Method:
- QAS Self Study
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