Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The new tax law is calling every aspect of the CPA's work into question, and estate planning is no different. Steve Siegel is a nationally recognized expert on the subject and a frequent contributor t ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
A poor settlement can hurt your client emotionally, financially, and tax-wise, perhaps for a very long time! As a financial professional, you need to know how to assist your clients by helping them to ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
A poor settlement can hurt your client emotionally, financially, and tax-wise, perhaps for a very long time! As a financial professional, you need to know how to assist your clients by helping them to ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Financial Close Manager: A Pathway to Streamline and Accelerate Your Close Operations!
29-Oct-2020 Oracle Development Tools User Group (ODTUG)Field of Study:
- Computer Software and Applications
Description:
Manual tracking of the close process using Excel and emails is one of the reasons companies still experience issues in their close process from an accuracy, transparency, complexity, and comprehensive ...Program Level:
Beginner to IntermediateDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Finance involves obtaining, using, and managing funds to achieve the company’s financial objectives (e.g., maximization of shareholder value). The course emphasizes and develops an understanding of fi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Finance involves obtaining, using, and managing funds to achieve the company’s financial objectives (e.g., maximization of shareholder value). The course emphasizes and develops an understanding of fi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Finance involves obtaining, using, and managing funds to achieve the companys financial objectives (e.g., maximization of shareholder value). The course is a primer that emphasizes and develops an un ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 13 - 16 credits
Description:
15 CPE Hours Full Course Price: $99.50 Formats: Hard Copy and PDF This course serves as a practical guide to assist financial controllers and CFOs in becoming effective leaders. It incorporates the wi ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This class reviews the entire course curriculum, highlighting the most important concepts in financial counseling and how to best implement them in your practice. Foundations (5 Minutes) Emotions (5 M ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial, tax and investment advising have undergone a significant change over the last several decades, evolving from a customer-broker relationship that was transactional and sales-oriented in the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Financial Counseling Under Stressful Conditions; May 2022 Certified Financial Counselor Update (Class 1 of 4)
01-Jun-2022 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
2022 has been a bad year for investors, heightening financial stresses and bringing out the worst traits in some investors. This main objective of this class is to remind Certified financial Counselo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
In this brief yet insightful course, financial expert Drew Stevens delivers key insights on contemporary financial landscapes and their impact on personal finances. He highlights critical observations ...Delivery Method:
- Nano Learning
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Financial Dignity: How to have a meaning financial planning conversation with anyone
20-Jun-2023 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Louis has 35 years working with underserved communities throughout the country. Learning Objectives In this presentation, he will teach how he uses his grounded philosophy and coaching tools in workin ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you seeking to navigate the complexities of small business ownership transitions? Look no further. This course offers a comprehensive overview tailored to your needs.Understanding lending criteria ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you seeking to navigate the complexities of small business ownership transitions? Look no further. This course offers a comprehensive overview tailored to your needs.Understanding lending criteria ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Managers of nonprofit organizations generally are not skilled in financial matters. Or, managers are often preoccupied with its welfare objectives and fund raising and ignore the operations efficiency ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
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- IA
- ID
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- IN
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- KY
- LA
- MA
- MD
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- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
Managers of nonprofit organizations (NPOs) generally are not skilled in financial matters. Or, managers are often preoccupied with its welfare objectives and fund raising and ignore the operations eff ... -
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Managers of nonprofit organizations (NPOs) generally are not skilled in financial matters. Or, managers may be preoccupied with its welfare objectives and fund raising and ignore the operations effic ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
Managers of nonprofit organizations (NPOs) generally are not skilled in financial matters. Or, managers are often preoccupied with its welfare objectives and fund raising and ignore the operations eff ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Managers of nonprofit organizations (NPOs) generally are not skilled in financial matters. Or, managers may be preoccupied with its welfare objectives and fund raising and ignore the operations effic ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Many nonprofit managers lack the necessary training to handle financial matters, and still more are so preoccupied with organizational objectives and fundraising that they neglect operations efficienc ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course prepares participants to make more accurate financial forecasts in standard GAAP format financial statements using forecasting techniques.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course prepares participants to make more accurate financial forecasts in standard GAAP format financial statements by using BI.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
4 CPE Hours Full Course Price: $39.50 Formats: Hard Copy and PDF This course will introduce you to the basic forecasting model. It will show you how to use this model to forecast sales and then use it ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
The Financial Forecasting and Modeling course discusses the different types of forecasting methodologies, the situations in which they should be used, and how to construct them. The course also examin ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
The Financial Forecasting and Modeling course discusses the different types of forecasting methodologies, the situations in which they should be used, and how to construct them. The course also examin ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
This course discusses the different types of forecasting methodologies, the situations in which they should be used, and how to construct them. The course also examines the layout and formulation of a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Forecasting is the prediction of future events. In the finance field, this usually means that an organization is attempting to predict its future sales. Financial Forecasting and Modeling discusses th ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
One of the most common problems that small businesses experience is outgrowing their available funds. Despite increasing sales and profits, businesses can suddenly have trouble meeting current expense ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This hands-on course takes the theory from the course, "Using Regressions for Forecasting", and puts it into practice.Delivery Method:
- QAS Self Study
-
Financial Forecasting Mastery: Building a Robust Three-Statement Projection Model
02-Feb-2024 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delve into the world of financial forecasting with our immersive webinar, "Three-Statement Projection Model." In this enlightening CPE webinar, participants will uncover the bedrock of financial proje ...Delivery Method:
- QAS Self Study
-
Financial Forecasting Mastery: Building a Robust Three-Statement Projection Model
30-May-2025 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delve into the world of financial forecasting with our immersive webinar, "Three-Statement Projection Model." In this enlightening CPE webinar, participants will uncover the bedrock of financial proje ...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:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Excel is one of the key tools of the trade for those in finance and accounting disciplines. In this webinar, you’ll learn how to tame unruly data, derive information from data elements, and present i ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel is one of the key tools of the trade for those in finance and accounting disciplines. In this webinar, you’ll learn how to tame unruly data, derive information from data elements, and present it ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
Excel is one of the key tools of the trade for those in finance and accounting disciplines. In this webinar, youll learn how to tame unruly data, derive information from data elements, and present it ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel is one of the key tools of the trade for those in finance and accounting disciplines. In this webinar, you’ll learn how to tame unruly data, derive information from data elements, and present it ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
Excel is one of the key tools of the trade for those in finance and accounting disciplines. In this webinar, you’ll learn how to tame unruly data, derive information from data elements, and present it ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Business and financial forecasting is of extreme importance to managers at practically all levels. It is required for top managers to make long-term strategic decisions. Middle management uses sales ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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