Course Library
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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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
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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
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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
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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
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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
-
Credit Hours:
- 1 - 4 credits
Description:
Transparency is a regulatory burden imposed on RIAs by the government and modern marketing. CFA Institute's Global Investment Performance Standards (GIPS®) are designed to increase transparency and co ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Why Good People Do Bad Things: The Psychology of Workplace Deviance
Association of Certified Fraud ExaminersField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Knowing how employees commit fraud isn't enough. You must recognize why employees steal from their organizations in the first place. This course focuses on the psychology of workplace deviance and fra ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Why High Equity Valuations And Low Bond Yields Won't (Necessarily) Break The 4% Rule and Maximizing The Step-Up In Basis By Gifting Assets Between Spouses
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
n a world where unexplained critical insurance exposures are becoming the norm, the need to help clients navigate this sector has never been greater. This valuable and straightforward course helps you ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
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:
- Finance
Description:
This presentation provides a case study informing how a regional economy can create an opportunity rich landscape for investors. With the state of Minnesota as our example, we will delve into how a re ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
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Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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Why Organizations Fail – How to see the warning signs of a failing organization and how to repair it
MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Financial professionals who can provide education and guidance on Social Security as part of the retirement planning process are more likely than their peers to retain retiring clients, grow wallet sh ...Delivery Method:
- Group Live
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Why Social Security Planning is More Valuable Than Ever
28-Oct-2020 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
Retirees face a host of risks that threaten their ability to support their chosen lifestyle. These include longevity risk, sequence of returns risk, and loss of purchasing power due to inflation. In a ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Finance
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:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Large cap, small cap, value, growth, international, emerging markets. Different equity asset classes behave differently at different time horizons. Bonds have a known maturity that makes timing them t ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.Delivery Method:
- QAS Self Study
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Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Description:
Review the basic unclaimed property regulation, identify risks and audit triggers, and learn best practices for escheat compliance.Delivery Method:
- QAS Self Study
-
Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.Delivery Method:
- QAS Self Study
-
Why Unclaimed Property Compliance Is Important To Your Organization - And How to Address It!
Illumeo, IncField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the basic unclaimed property regulation, identifies risks and audit triggers, and teaches best practices for escheat compliance.Delivery Method:
- QAS Self Study
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