Course Library
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Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Technological changes in today's Finance world are rapidly progressing. New challenges come not just from within our own organizations, but also from our customers and suppliers. In response, Finance ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Description:
High-Yield Bonds, Subordinated Debt and Loans Course Overview In this High-Yield Bonds, Subordinated Debt, and Loans course, we will explore the high-yield category of fixed income capital markets. We ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Higher Education Analytics
28-Jul-2025 University of Kentucky Auxiliary Services - College Business Management Institute (CBMI)Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- KY
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Highly Engaged And Happier Clients, Reframing Risk In Retirement, and Clients’ True Concerns About Risk - LIVE
04-Jun-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this continuing education session, we will review 3 articles on client communication in financial planning client engagements. In the first article, “3 Question Types To Go From (Just) Retained To ...Program Level:
BasicDelivery Method:
- Group Internet Based
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Highly Engaged And Happier Clients, Reframing Risk In Retirement, and Clients’ True Concerns About Risk - RECORDED
05-Jun-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this continuing education session, we will review 3 articles on client communication in financial planning client engagements. In the first article, “3 Question Types To Go From (Just) Retained To ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
HIPAA Compliance for Healthcare Professionals (HJ)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
See registration link for more information on this course.Program Level:
BasicDelivery Method:
- Group Live
-
HIPAA Compliance for Healthcare Professionals (HJ)
01-Aug-2024 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
HIPAA compliance: Where do you stand? The confidential storage, retrieval and decimation of electronic patient records and healthcare information is a critical issue facing today's healthcare professi ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Bringing new talent into your organization takes time and money. Learn a few steps to make sure that your interview and hiring process supports finding and picking the right candidate for a role. Inte ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Bringing new talent into your organization takes time and money. Learn a few steps to make sure that your interview and hiring process supports finding and picking the right candidate for a role. Inte ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course gives you all the tools and techniques to avoid being the victim of friendly fire.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course gives you all the tools and techniques to avoid being the victim of friendly fire.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Are you thinking about hiring a consultant to help you with your fundraising needs? The first question you need to answer is what exactly do you need and expect from the consultant? Is it a job for a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Hiring the right people is an important part of your role as a manager. This elearning module will give you an understanding of the four steps of effective interviewing and selection, and explore the ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course teaches how to structure the interview process in order to identify, evaluate, and hire the best candidate for the job. It will take you step-by-step through the hiring process. You’ll lea ...Delivery Method:
- QAS Self Study
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Historical Parallels to the COVID-19 Financial Crisis and the Value of Studying Financial History (Class 1 of 2)
25-Oct-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This 60-minute class explains the fundamental dynamics of the COVID-19 financial crisis by comparing it to similar events that occurred during and after World War I and the Great Influenza from 1914 t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Historical Parallels to the Four Phases of the COVID-19 Financial Crisis and Response (Class 2 of 2)
01-Nov-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This 60-minute class explains the COVID-19 financial crisis by breaking it down into four distinct phases: (1) Panic, (2) Emergency Response, (3) Side Effects of Inflation and Speculation, and (4) the ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
“Historical VaR for Market Risk” teaches financial professionals to calculate Value at Risk (VaR) using the Historical method for equity and fixed-income securities. Through Excel-based exercises and ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course develops a solid overview of the theories and history that support Organization Development (OD) and Change.Delivery Method:
- QAS Self Study
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Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course covers the History of Ethics.Delivery Method:
- QAS Self Study
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Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course covers the History of Ethics.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A two-hour webinar that will cover HMDA requirements as they relate to business loans. Consistently, and importantly, financial institutions have always struggled, and continue to struggle with, compl ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Join us for an in-depth, but efficient, discussion of common problem areas, tricky data points, and FAQs. From “Is it really approved, but not accepted?” to “How do I report this GMI?,” we’ve got you ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Unlock the complexities of Hobby Loss Rules in this enlightening CPE course. Dive into the world where passions meet income and explore the crucial distinctions between hobbies and businesses. From ba ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Unlock the complexities of Hobby Loss Rules in this enlightening CPE course. Dive into the world where passions meet income and explore the crucial distinctions between hobbies and businesses. From ba ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Inventory is one of the biggest assets on a manufacturer’s balance sheet. It’s also one of the hardest assets to measure and track. Thousands of transactions flow through the inventory account each ye ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Description:
Join us for a 2-day hands-on training session to teach you how to navigate OneStream with ease, input data, perform ad hoc analyses, and create powerful reports! Participants will learn: OneStream d ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
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Field of Study:
- Computer Software and Applications
- Finance
Credit Hours:
- 13 - 16 credits
Description:
Take your OneStream expertise to the next level. In this 2-day class, you will gain basic knowledge of how to read, modify, test, integrate, and troubleshoot VB.Net script in OneStream used in financi ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Join us for an insightful 1-day training session to learn how to leverage OneStream’s Excel Add-In! This class will guide you in navigating OneStream dimensions so you can analyze OneStream data by cr ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
- Finance
Credit Hours:
- 13 - 16 credits
Description:
This 2- day course is designed for administrators and subject matter experts looking to manage OneStream Dimensions, Workflows, Data Imports, Confirmation Rules, Certification, and Data Management Seq ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Join us for a 1-day hands-on training session to teach you how to create powerful Cube View reports! Participants will learn: Recall basic navigation steps in OneStream and identify key dimensions u ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
16 CPE Hours Full Course Price: $94.50 Formats: Hard Copy and PDF This course discusses how home business owners can reduce taxes by taking advantage of the array of deductions available to them. Cove ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
This course provides in-depth coverage of write-offs for home offices, start-up and operating expenses, vehicles and travel, meals, health insurance and medical bills, inventory, equipment, and much m ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax free proceeds, and no required monthly p ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
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Home Equity Planning "How To": Identify Candidates and Introduce Reverse Mortgages into Your Practice
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
Elderly homeowners own $7 trillion in home equity. Many are struggling with a financial plan to fully fund their lifetime expenses, but financial advisors overlook this hidden wealth. Why? In this one ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Cover the general information on home mortgage interest deduction and how deduction for home mortgage interest may be limited. Explore specific worksheet entry sheets in the software to figure the li ...Program Level:
BasicDelivery 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:
Many people generate income from business activities in their homes. Depending on the circumstances, it may be possible to claim a deduction on the business use of your home. In the Home Office Deduct ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
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:
Each year the U.S. Census Bureau publishes what it refers to as nonemployer statistics that may provide information about the increased importance of the business use of taxpayers’ homes. A “nonemploy ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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