Course Library
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What your clients may not tell you – and what you can do about it: The challenges and opportunities facing financial planners today
20-Mar-2018 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: A Wall Street veteran and entrepreneur, Charlotte Beyer has spent her entire career working with UHNW and HNW principals. Beyer will take the audience through the landmines a ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course is a comprehensive look at understanding, evaluating, and recommending specific solutions to address insurance issues involving life, disability, health, long-term care, homeowners, auto, ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this valuable webcast, Excel expert David Ringstrom, CPA, draws your attention to the What-If Analysis tools available within Excel’s Data menu. David explains how and when to make use of Excel’s S ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for a live demo of the new release features and add value to your Intacct software! Release Highlights Real-time, dynamic comparisons across time for financials Need to present reports in some ...Delivery Method:
- Group Internet Based
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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
13-Apr-2021 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Coinciding with the Covid recovery, stocks returned an astounding 56.4% in the last 12 months. Is the Covid comeback over? Fritz Meyer, an independent economist who has taught financial economics to p ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
What's in a Valuation Report? how to Read and Understand Goes into a Valuation
26-Sep-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
20-Jul-2017 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors investing in individual funds. The performance advantage is far more signif ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Marketing is required of every business, and the days are gone when you could take out an ad in a directory listing your name and hours of operation. Today, marketing is multi-faceted, and it can be e ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
What's Their Money For? Helping Clients Understand Money's Role in Their Lives
23-Apr-2024 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Finance
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Clients who are unclear about money’s role in their lives may subconsciously use other people's behavior as a guide to making financial decisions, instead of consciously making choices based on their ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This presentation ia an update of the current economic trends and forcasts in today's marketplace.Delivery Method:
- Group Live
-
What's your plan? Three Keys To Succession Planning
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Chief Business Officer Joe Haupert shares how to begin succession planning and how to maximize value for yourself, your clients, and your team. We'll cover the differences between the aggregator and t ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
What's Your Strong Suit? Or How to Improve Results with Improved Communication
10-Nov-2016 Institute of Management Accountants - Catawba Valley ChapterField of Study:
- Personal Development
Description:
The challenge with many diverse folks that, together, create the fabric of a company, centers around the ability to understand each other and use information to create results. “What’s Your Strong Sui ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
What’s Happening In Washington: The Current Policy Landscape And What Regulation May Be Coming Next For Financial Advisors
29-Aug-2024 Kitces.comField of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
In recent years, the Securities and Exchange Commission has been especially active in updating “old” regulatory rules to modernize them, leading to an ongoing wave of compliance changes for financial ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive step-by-step guidance on QuickBooks Desktop 2016. Youll learn how to use the new features in your QuickBooks Accountant software, and youll learn whats new ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing (Govmnt)
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Sometimes an audit goes from bad to worse and IRS Criminal Investigation becomes involved. This course will examine the signs of when an audit is turning criminal and a makeup of the departments and ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
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
-
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
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