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Program Level: Basic/Intermediate; Prerequisites: One year experience in a credit-related function or completion of the Fundamentals of Corporate Credit seminar or equivalent. The course will focus on ...

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Many organizations have gone through extensive efforts to comply with Sarbanes-Oxley and other internal control regulations to ensure accuracy in their financial statements. But financial statement co ...

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This module will examine how margin is used when selling options short.

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In this module, we'll learn how to compute Regulation T and maintenance requirements for short put options.

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Are you prepared for COVID Compliance Audits and the risks they pose? In this crucial webinar, discover essential audit techniques to safeguard your business. Learn to spot red flags for Employee Rete ...

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Are you prepared for COVID Compliance Audits and the risks they pose? In this crucial webinar, discover essential audit techniques to safeguard your business. Learn to spot red flags for Employee Rete ...

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Covid crisis estate planning requires a financial professional to know how to solve the most common problems clients face amid the outbreak as well as ensuring a client’s documents are in order.   At ...

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This course examines the financial isses facing small business resulting from coronavirus, the purpose and functionality of the Paycheck Protection Program (PPP), what business are eligible for the pr ...

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The definition of insanity is doing the same thing, the same way, in a different environment, and expecting the same results. The world and the workplace have been permanently changed. It’s time for s ...

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This course examines cybersecurity threats and business exposure to data breaches and complying with data security and security and cybersecuity laws and regulations. It offers strategies to businesse ...

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Under COVID19 everything has changed this filing season - filing deadlines, IRS access, and so much more. Then, along comes the Stimulus Act with refunds, rebates, loans, and new rules. We will give y ...

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With the nation's financial future on the ballot in the November 3rd election, Covid remains a public health disaster and plagues the U.S. economy. This class for CFA®, CIMA®, CPA and CFP® professiona ...

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This is an ethics course covering the general standards of professional conduct and business practices adhered to by CPAs in order to enhance their profession and maximize idealism, justice and fairne ...

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This is an ethics course covering integrity, objectivity and independence ethical standards for CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with ...

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This is an ethics course covering integrity, objectivity and independence ethical standards for CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with ...

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One of the key events in the life of a CPA is selling one’s practice. This one-time event is fraught with issues that could severely impact one’s retirement. In the CPA Firm Mergers and Acquisitions c ...

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What strategies can help your firm today and tomorrow? What technologies can support those strategies? The latest audit and tax technologies - in addition to niche areas such as collaborative accounti ...

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In the ever-evolving landscape of public practice accounting, K2’s CPA Firm Technology and Management Update stands as a beacon of knowledge and innovation. This year’s session delves into the latest ...

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CPA in Practice the Art of Mindfulness main focus is Mindfulness as a Key Tool of efficiency & effectiveness for CPAs and CPA Firms. This class will focus on bringing mindfulness in a ‘rubber meets th ...

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In the fast-evolving world of accounting, keeping up with the latest developments is crucial for professionals striving to stay ahead. The accounting profession is undergoing major changes that impact ...

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This course is based upon the reformatted AICPA Code of Professional Conduct

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This practical webinar will provide a detailed introduction to cross-border taxation, introduce creative planning structures, and point out pitfalls involved in international transactions. Upon comple ...

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In this webinar, you’ll learn about the tax consequences of cross-border transactions. Upon completion of this course, you’ll be able to: Define outbound transactions (U.S. business going offshore), i ...

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Value!…the holy grail of modern public accounting. But how do we go from wearing a green visor to becoming our clients most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate the ...

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In an ever-evolving financial landscape, staying informed and equipped with the right knowledge is key to making sound decisions.In this course we will discuss the basics of trusts and their role in e ...

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In an ever-evolving financial landscape, staying informed and equipped with the right knowledge is key to making sound decisions. In this course we will discuss the basics of trusts and their role in ...

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It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this course, we’ll review those common qualities found among us and discuss the ...

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It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this 1-hour on-demand webinar, we’ll review those common qualities found amon ...

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It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this course, we’ll review those common qualities found among us and discuss t ...

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Please join us for a one hour CPE / HRCI and SHRM accredited event discussing methods that select employers can use to: 1) Save on healthcare costs. 2) Complete fiscal budgets up to 2 months earlier t ...

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  This course has been written to give financial advisors insurance agents working in the retirement marketplace a clear understanding of their fiduciary roles and responsibilities under ERISA and the ...

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What's the best way to adjust the annual withdrawal from a retirement portfolio to account for inflation? Do you use an average inflation rate, such as 3%?  Or do you use the actual annual rate of inf ...

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Thoroughly protecting the lifestyle of the affluent and high net worth client by insurance and risk management is the focus of this course. Learn to evaluate the often specialized coverage needs and g ...

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Learn the steps of the risk management process for affluent and high net worth clients and the importance of incorporating risk management when structuring their insurance programs. Topics Covered: - ...

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This course will help you to understand the complexities of serving high net worth clients. Develop a first-class affluent and high net worth personal lines division within an agency and feel confiden ...

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This course is an analysis of primary personal lines policies available for insuring the complex lifestyle of the affluent and high net worth client. You will learn to explain and apply the difference ...

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This workshop-style, hands-on session helps you to understand both the broker side and the company side of serving these clients. Successful role play is a part of the course and is a great way to pol ...

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Join ProBank Education Services and FindCRA for a Two-Day CRA Officer Boot Camp! Elevate your CRA Program with our detailed workshop designed to provide you with the insights and tools you need to suc ...

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Imagine a workplace where creativity thrives, innovation is a daily habit, and employees are genuinely empowered to unlock their full potential. This isn’t just a dream; it’s a necessity in today’s co ...

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Imagine a workplace where creativity thrives, innovation is a daily habit, and employees are genuinely empowered to unlock their full potential. This isn’t just a dream; it’s a necessity in today’s co ...

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Required Minimum Distributions (RMDs) are critical to retirement planning but often seem complex.Understanding RMDs is essential for retirees to navigate tax implications and ensure their financial se ...

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Required Minimum Distributions (RMDs) are critical to retirement planning but often seem complex. Understanding RMDs is essential for retirees to navigate tax implications and ensure their financial s ...

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The course is an introduction to the R&D tax credit and will cover three main topics: the four-part test for qualifying development projects, the two methods for calculating the R&D tax credit, and re ...

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Explore the IRS Internal Revenue Manual like never before with our latest CPE webinar. Considered the agency's "bible," this publication contains all the necessary policies, procedures, instructions, ...

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In the ever-evolving field of taxation and compliance, analyzing state nexus and income tax implications is crucial for professionals navigating the complexities of multi-state operations. With recent ...

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In the ever-evolving field of taxation and compliance, analyzing state nexus and income tax implications is crucial for professionals navigating the complexities of multi-state operations. With recent ...

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Corruption occurs at the local, national, and international levels. This continuing education course carefully defines corruption types, including bribery, kickbacks, conflict of interest, and the For ...

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Have you ever wondered how businesses of different sizes and industries can be compared on a level playing field? The answer lies in common-size financial statements, a powerful tool for financial ana ...