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Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
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-
Field of Study:
- Finance
Credit Hours:
- 17 - 20 credits
Description:
Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses, and governments with an excess ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
A knowledge of financial modeling is essential everyone in business. In this course, you’ll learn key principles to create an effective financial model and learn to build-out a fully dynamic model. We ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Computer Software and Applications
- Finance
Description:
Make informed business decisions and derive value from forecasting and projecting financial statements using advanced Excel tools. Equip yourself with best practices used by industry experts at our 2- ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This webinar on ‘financial modeling and the industry’s best practices’ will provide attendees a thorough understanding behind the drivers of a well-planned and constructed financial model, determine s ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any t ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Financial Modeling for New and Mature ESOPs
19-Sep-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 9 - 12 credits
Description:
10 CPE Hours Full Course Price: $79.50 Formats: Hard Copy and PDF This course provides a practical and hands-on introduction to financial modeling in Excel. You'll find a well-structured, strategic to ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Business Management and Organization
- Finance
Description:
A good financial model is essential to understand the drivers and implications of business decisions. You can build scenarios, predict performance and make informed business decisions with Financial m ...Program Level:
AdvancedDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course teaches the fundamentals of financially modeling a business using Excel.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course teaches the fundamentals of financially modeling a business using Excel.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
This course teaches the fundamentals of financially modeling a business using Excel.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
A financial model is simply a tool that has built-in spreadsheet software such as MS Excel to forecast a business’ financial performance into the future. The forecast is typically based on the company ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course teaches the fundamentals of financially modeling a business using Excel.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Excel VBA Course Overview This four-part Excel VBA course provides participants with the skills needed to incorporate Visual Basic for Applications (VBA) into financial models. This VBA module series ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial modeling, as the name suggests is to create models for making business decisions involving finance.Financial modeling is creating a summary of a company's expenses and earnings in the form o ...Delivery Method:
- QAS Self Study
-
Financial Oversights Q1: Bankman-Fried, Serial Position Effect, and the $3.5B Mystery in South Carolina
27-May-2025 MY-CPE LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Is it better to be a specialist or a generalist?Specialists are subject matter experts in a field who usually attain their status by investing large amounts of time. Indeed, the 10,000-hour rule is a ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Divorce can be one of the most devastating occurrences for your clients. Many times, our clients are not thinking clearly during the process, and by the time they realize it, it could be too late! Joi ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- MT
-
Financial Planner's Ethical Dominance (2016)
15-Mar-2016 The Financial Planning Association of MinnesotaField of Study:
- Behavioral Ethics
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Financial Planners Ethical Dominance ® provides a practical approach to learning the ethical standards of professional conduct and responsibility through the use of 21 anonymous case histories. This ...Delivery Method:
- Group Live
Location:
- NM
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS Self Study
-
Financial Planning and Analysis - Cutting-Edge Techniques and Best Practices
The Center for Professional Education, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
To show corporate financial professionals how best to achieve their companies' long-term business goals by using cutting-edge Financial Planning & Analysis (FP&A) to support better business decisions ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Financial Planning and Analysis (FP&A) is the heartbeat of strategic decision-making, bridging financial insights with organizational goals. Are you looking to transform data into actionable strategie ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Financial Planning Conversations in Challenging and Changing Times
21-Mar-2023 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: Helping clients navigate change is an important objective of financial planning. But what if change has a profound effect on the profession itself? The recent COVID pandemic ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The rising education costs in the U.S. have put immense pressure on students and families alike. Many experts believe that education in the United States should last at least 14 years. Others believe ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The rising education costs in the U.S. have put immense pressure on students and families alike. Many experts believe that education in the United States should last at least 14 years. Others believe ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
This course introduces you to the holistic, 7-step Financial Planning Process that underpins the journey an Advisor takes his or her clients through. You will learn about the common milestones in life ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the difference between investments and savings. It also provides an overview of different investment options available to individuals.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the difference between investments and savings. It also provides an overview of different investment options available to individuals.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the difference between savings and investments. It also provides an overview of the various products available to individuals for savings.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the difference between savings and investments. It also provides an overview of the various products available to individuals for savings.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This presentation integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, an ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Financial Planning, Analysis, and Performance Management
02-Nov-2020 Professional Education Services, LPField of Study:
- Management Services
Credit Hours:
- 17 - 20 credits
Description:
18 CPE Hours Full Course Price: $109.50 Formats: Hard Copy and PDF This course will prove to be a great reference for many areas that directly impact an organization’s effectiveness. From budgeting an ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
To help accountants and other financial professionals make sound, informed decisions regarding investment and tax planning, asset allocation, portfolio rebalancing, risk management, education funding ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
CPAs are increasingly assisting their clients in developing financial planning strategies when preparing for the many uncertainties of a client's life. In this course, you will learn a high-level, thr ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides more detail about the type of financial policies that are needed by an organization to safeguard assets and stay out of trouble.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Finance
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Finance
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
One of the most basic analytical and underwriting tools a banker must have is the ability to determine whether a borrower can repay their loans based on the financial information available.Financial o ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends to highlight operational efficiencies and inefficiencies. For the CPA in the attest function, financial ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the various leverage ratios, their purpose calculation and meaning.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on Liquidity, Solvency and Debt ratios.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Financial ratio analysis is an effective tool for CPAs to evaluate and analyze financial trends and determine operational efficiency. For the CPA in the attest function, financial ratios are an import ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Are you ready to explore the hidden side of your company’s financial performance? Unlocking the full story of your company’s financial health requires a deeper dive into financial metrics that go beyo ...Delivery Method:
- Group Internet Based
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