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Financial Therapy: Working With Resistant Couples
15-Feb-2022 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: Have you ever had clients argue during your meetings? Do you have clients who blame their partners for financial issues? Do you find yourself siding with one partner over the ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Accounting
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This webinar provides attorneys with an integrated look at a collection of financial and accounting tools for use in their practice. You will learn about tools you can use to help clients and maximize ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This webinar will offer you a comprehensive look at a number of financial and accounting tools that can help you better assist your clients in their business operations and performance. The webinar wi ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Financial wellness strategies for Generation X employee owners (39-54)
25-Jun-2020 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
What does it mean to pay yourself first and why is it important? • What’s important to you? Emotional and physical health relate to your finances. • How to set and measure goals and align your needs, ...Program Level:
All Levels welcomeDelivery Method:
- Group Internet Based
-
Financial wellness strategies for Millennial employee owners (22-38)
18-Jun-2020 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Finance
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Participants who attend this call can expect to learn: • Why investor psychology is important to achieving financial well being • Pay yourself first mindset • What about that student debt? • How to ac ...Program Level:
All Levels WelcomeDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Financing Considerations Throughout the Life of Your ESOP
30-Jan-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Discuss financing options from the creation of the ESOP (during the transaction) and how to fund growth as your ESOP matures. The session will focus on various financing considerations and the types o ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Financing for New and Existing ESOP Companies
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Financing for New and Existing ESOP Companies
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Financing Multi-Family Housing: Structuring the Low Income House Tax Credit and Tax-Exempt Bonds
21-Nov-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This webinar will discuss how to utilize Low Income Housing Tax Credits (LIHTCs) and tax-exempt bonds in multi–family construction financing. The program will discuss the mechanisms of each form of fi ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This two-lesson course covers the economic fundamentals of oil markets and the wider oil industry, mechanisms for mitigating price risk, and the principal methods used for financing energy projects. • ...Program Level:
IntroductionDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course teaches financing strategies for your business throughout its lifecycle.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course teaches financing strategies for your business throughout its lifecycle.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course you learn about the financing strategies for your business throughout its lifecycle.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course you are going to learn about the financing strategies for your business throughout its lifecycle. You will learn about all the various debt and equity financing arrangements at an appli ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module deals with the various ways of financing an acquisition.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Financing Your ESOP Transaction with Warrants
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
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
On January 1, 2024, many business entities with U.S. charters, as well as foreign entities licensed to do business in the U.S., will become subject to the beneficial ownership information (BOI) report ...Program Level:
OverviewDelivery Method:
- Group Live
-
FinCENÂ’s Proposed Anti-Money Laundering Regulations for Investment Advisers Explored LIVE Webcast
29-Apr-2016 The Knowledge Group, LLCField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In a two-hour LIVE Webcast, a notable panel of thought leaders and professionals assembled by The Knowledge Group will provide the audience with a comprehensive overview of the most important aspects ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Through this course, analysts will learn more advanced techniques for parsing and manipulating data through Alteryx. Analysts are introduced to the concepts of Fuzzy Matching and Regular Expressions t ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Through this course, analysts will learn more advanced techniques for parsing and manipulating data through Alteryx. Analysts are introduced to the concepts of Fuzzy Matching and Regular Expressions t ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course introduces advanced analytics and the business value it can add.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course introduces advanced analytics and the business value it can add.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
This course introduces advanced analytics and the business value it can add.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course introduces advanced analytics and the business value it can add.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explains how businesses can use big data and advanced analytics, and the business value they can add.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
Field of Study:
- Management Services
Credit Hours:
- 5 - 8 credits
Description:
8 CPE Hours Full Course Price: $69.50 Formats: Hard Copy and PDF This course is an exciting roadmap to entrepreneurial success for small business owners. The course offers six non-negotiable, must ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The old-fashioned 20th Century time management techniques don't do much to solve 21st Century career-life balance issues. In the fast changing, always-on world of today, personal energy management is ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course goes beyond traditional leadership styles. It challenges you to identify your individual talents to find the leader within.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
There is an abundance of books, articles, courses, and seminars on leadership. Many are taught by outstanding corporate or political leaders who have made their mark in the world. The learnings come f ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course goes beyond traditional leadership styles. It challenges you to identify your individual talents to find the leader within.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Description:
This course goes beyond traditional leadership styles. It challenges you to identify your individual talents to find the leader within.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course goes beyond traditional leadership styles. It challenges you to identify your individual talents to find the leader within.Delivery Method:
- QAS Self Study
-
Finding the Truth: Effective Techniques for Interview and Communication
Association of Certified Fraud ExaminersField of Study:
- Communications and Marketing
Credit Hours:
- 13 - 16 credits
Description:
Every day, auditors, investigators, lawyers and other professionals are required to interview and elicit information from people as part of their jobs. This self-study course will discuss the skills n ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This all-video course is focused on smaller firms, and will provide practical ideas you can implement right away to help you find time to manage your firm. Objectives covered include: Recognize sympt ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Description:
Owners of an RIA all too often scratch the surface of Office 365’s capabilities. This sessions provides practical tips on administering Office 365 and introduces a just-released new application, Micro ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Fintech Digitization and Transformation of SMEs and B2B: What You Need to Know
27-Jun-2017 The Knowledge Group, LLCField of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
The financial services industry is continuously being challenged by digital disruption. Investments in financial technology have grown exponentially in recent years, with 70% of those investments owed ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Information Technology
Credit Hours:
- 9 - 12 credits
Description:
This course introduces how companies in the financial services sector can benefit from Fintech growth and blockchain in this rapidly changing environment. This course also aims to help participants pu ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Jason Staats will be discussing his success in business, the power of social media, and finding new opportunities alongside accounting. We’ll explore his previous life as an accounting firm owner, the ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Join our panel of Compliance and Legal executives as they discuss their career paths into and through the Legal and Compliance industries, how they see the future of their roles, and what advice they ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- PA
-Visionary-Leaders---CPE-Support.pdf)
27718 Results