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Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
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 ...Program Level:
AdvancedDelivery Method:
- Group Live
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CPI-Adjusted COLAs In Retirement Income Distribution Portfolios; Craig Israelsen, June 2023
15-Jun-2023 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Description:
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: - ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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CPRM Practical Application of Personal Risk Management
National Alliance for Insurance Education & ResearchDescription:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Understanding which loans, investments and services count as community development for CRA is critical. With hundreds of pages of regulation, Q&As and other guidance, it can be hard to know exactly w ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
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 ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Description:
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 ...Program Level:
EntryDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
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:
- Group Internet Based
-
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
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Crafting Culture - Going Beyond Marketing and Shifting the Cultural Operating System of your Customers
Illumeo, IncCredit Hours:
- less than 1
Description:
This course introduces you to a working definition of culture and its impact on marketing.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Craig Israelsen, Ph.D. , has taught classes to candidates for the CFA-charter and about family financial management, at the graduate and undergraduate level, at universities for three decades. His cou ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel users often spend minutes or hours completing tasks that can be accomplished in a fraction of the time if they know how to use the correct features or techniques. In Part 1 of this two-part webi ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Description:
In Part 1 of this comprehensive 2-part webinar, Excel expert, David H. Ringstrom, CPA, teaches you how to speed up your work in Excel. Users often spend minutes or hours completing tasks that can be a ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Description:
In Part 2 of Crank Up Excel, Excel expert David Ringstrom, CPA, discusses even more ways you can speed up your work in Excel and become more efficient in its use. You’ll learn shortcuts that allow you ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Excel users often spend minutes or hours completing tasks that can be accomplished in a fraction of the time if they know how to use the correct features or techniques. In Part 1 of this two-part webi ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel users often spend minutes or hours completing tasks that can be accomplished in a fraction of the time if they know how to use the correct features or techniques. In Part 1 of this two-part webi ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel users often spend minutes or hours completing tasks that can be accomplished in a fraction of the time if they know how to use the correct features or techniques. In Part 1 of this two-part webi ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel users often spend minutes or hours completing tasks that can be accomplished in a fraction of the time if they know how to use the correct features or techniques. In Part 1 of this two-part webi ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of this two-part webinar series, you’ll learn additional ways to use Excel more effectively. You’ll learn how to streamline repetitive tasks and identify additional time saving Excel feature ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of this two-part webinar series, you’ll learn additional ways to use Excel more effectively. You’ll learn how to streamline repetitive tasks and identify additional time saving Excel feature ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of this two-part webinar series, you’ll learn additional ways to use Excel more effectively. You’ll learn how to streamline repetitive tasks and identify additional time saving Excel feature ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of this two-part webinar series, you’ll learn additional ways to use Excel more effectively. You’ll learn how to streamline repetitive tasks and identify additional time saving Excel feature ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of this two-part webinar series, you’ll learn additional ways to use Excel more effectively. You’ll learn how to streamline repetitive tasks and identify additional time saving Excel feature ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Despite the jargon-heavy subject matter, it boils down to a couple of simple issues when engaging with clients…financially securing your future and positively impacting the world around you. Of course ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 13 - 16 credits
Description:
Hands-on introductory course where participants use OBIEE to develop requests for data and then create views such as tables, graphs, and pivot tables. Participants learn how to incorporate these views ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course walks you through setting up Excel charts so they update automatically as data in entered into the worksheet. In addition, to discussing self-expanding charts, it also covers how to speci ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Create Effective Employee Development Plans (MV)
01-Jul-2023 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
It is essential for any leader to develop their employees to achieve exceptional results. The only way to produce extraordinary outcomes is to invest time to grow your staff’s talents. Why doesn’t thi ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Create Your Own System for Building a Referral Machine
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:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
27718 Results