Course Library
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Helping Clients Select Between Original Medicare And Medicare Advantage: Advantages, Disadvantages, And Special Considerations
20-Aug-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Medicare can be a complicated insurance system for clients to navigate as they transition from employer-provided insurance, especially when many human resource professionals and insurance agents for e ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Helping Clients Select Between Original Medicare And Medicare Advantage: Advantages, Disadvantages, And Special Considerations
20-Aug-2024 Kitces.comField of Study:
- Specialized Knowledge
Description:
Medicare can be a complicated insurance system for clients to navigate as they transition from employer-provided insurance, especially when many human resource professionals and insurance agents for e ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Helping Distressed Clients: Overview of Bankruptcy and Asset Protection Options
Spidell Publishing, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
In our continued efforts on focusing on your career and based on feedback during our last call, John Marquez will be hosting a resume class! The planned topics are as follows: • Cover letters • Summa ...Delivery Method:
- Group Internet Based
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers the radical changes affecting the economy of the twenty first century and how you can respond in ways that enhance performance.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
Do you want to learn more about U.S. Expatriate and Foreign National Taxation? Join us for this beginner-level intense course to cover the tax preparation of these taxpayers from end to end. During ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Business Management and Organization
- Personal Development
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Description:
Looking for ways to gather more assets while helping clients avoid potential tax pitfalls? Learn how to utilize the 1040 tax form to determine if clients have additional cash reserves that can be bett ...Program Level:
CoreDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course covers proven ideas that can dramatically increase daily effectiveness and perceived value of the individual auditor and the audit team.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
Program Level:
noviceDelivery Method:
- Group Live
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
-
Credit Hours:
- 9 - 12 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Live
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
-
Credit Hours:
- 9 - 12 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Live
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
- Communications and Marketing
Credit Hours:
- 13 - 16 credits
Description:
High Impact Presenting focuses on structuring an effective presentation that builds credibility, enhances the client relationship and clearly conveys the concept via online platforms. Participants ex ...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:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
High Net Worth Insurance Companies - Coverage Differences & Carrier Selection Considerations
13-Jul-2016 Tolleson Wealth ManagementCredit Hours:
- 1 - 4 credits
Description:
Overview of the major coverage differences between High Net Worth insurance policies and main street insurance policies. Review the factors to consider when selecting a High Net Worth insurance comp ...Delivery Method:
- Group Live
Location:
- TX
-
High U.S. Equity Valuations, State Taxes On Deferred Income, Communicating Guardrails Withdrawal Strategies, and Guyton-Klinger Guardrails
10-Apr-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this continuing education session, the learner will read 4 articles from the Nerd’s Eye View blog: The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risk ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Description:
This webinar is for organizations having large volumes of incoming invoices & want to automate the invoice approval process including eventual integration with their accounting system. This webinar de ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Broadening your alternative investment knowledge is vital in todays ever changing market environment. A popular fallacy about non-traditional investment strategies is that they are risky. However, in ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Program Level: Intermediate; Prerequisites: Either approx. two years experience in a credit-related function or attendance on an intermediate-level credit seminar. This seminar reviews the basics of h ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Program Level: Intermediate/Advanced; Prerequisites: 3-5 years experience in a credit related finance function or academic equivalent. This 1-day seminar will review and analyze the key covenants used ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Advanced; Prerequisites: 3-5 Years in a credit-related function ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Program Level: Intermediate/advanced; Prerequisites: 3-5 years experience in a banking/corporate finance role. The seminar will cover global high yield with a focus on Europe, and will address the fol ...Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAM425Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAM425Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAM425Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAM425Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
After completing this course, you will be able to compute compensation for employees, identify fringe benefits that can reduce the tax liability of high-income earners, apply taxes relevant to high-in ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Management Services
Credit Hours:
- 13 - 16 credits
Description:
This 2-day workshop is designed to equip you and your team with tools, practices and know-how to implement and sustain a high-involvement planning process that consistently involves, informs and educa ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MO
-
Credit Hours:
- 1 - 4 credits
Description:
This course equips you with the concepts and skills to shift the focus of the sales discussion to value realized rather than price paid.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
We will discuss the two types of services and expertise sought by affluent clients and how advisors looking to break into the HNW market can more effectively position their practices. We will begin by ...Delivery Method:
- Group Live
Location:
- NY
-
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
-
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
-
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
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
HIPAA Compliance for Healthcare Professionals (HJ)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField 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, LLCField 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
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