Course Library
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
Loading
-
Field of Study:
- Taxes
Credit Hours:
- 21 + credits
Description:
This 3 1/2 day classroom style program is designed to provide comprehensive review and practical application of Roth and Traditional IRA rules. It includes how to read the Internal Revenue Code and Re ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Accounting
- Management Services
- Personal Development
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Hosted by CFA Institute Join us at the 27th Annual GIPS® Standards Conference in Chicago! This is the must-attend event for performance and compliance professionals. Industry and regulatory experts wi ...Program Level:
Overview and UpdateDelivery Method:
- Group Live
-
27th Annual Government Financial Management Conference
14-Aug-2017 Department of the Treasury, Bureau of the Fiscal ServiceField of Study:
- Accounting (Govmnt)
Credit Hours:
- 21 + credits
Description:
This three-day training event covers the latest developments in federal financial management practices, systems and operations. All educational training sessions are led by federal financial managemen ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- DC
-
Credit Hours:
- 5 - 8 credits
Description:
Learners will be able to discuss important developments in health care, long-term care, and payment schemes, including the Deficit Reduction Act, annuities, and application and submission rules. Learn ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CT
-
Field of Study:
- Specialized Knowledge
Description:
This eight credit live lecture presentation covers Medicare basics, Medicare coverage, Medicare Advantage, and currently hot topics involving Medicare. Learners will be able to identify and discuss im ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- CT
- WI
-
Field of Study:
- Specialized Knowledge
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This eight credit live lecture presentation covers Medicare basics, Medicare coverage, Medicare Advantage, and currently hot topics involving Medicare. Learners will be able to identify and discuss im ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- CT
- WI
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- QAS Self Study
Location:
- UT
-
3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!) and The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Prospects And Clients
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
3 Practice Management Strategies - Modernizing an Outdated Practice Using Canopy Software
22-Nov-2017 Canopy TaxField of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Whether small or large, each practice has a need to refine processes to keep up in an increasingly competitive marketplace. By looking at different industries, several emerging themes help define how ...Delivery Method:
- Group Internet Based
Location:
- UT
-
Credit Hours:
- 1 - 4 credits
Description:
This course explores the three principles in mastering influence in today's sales environment.Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Credit Hours:
- less than 1
Description:
This course discusses the three steps to raise your sales profile from a marketing, networking, and conversational perspective.Delivery Method:
- QAS Self Study
-
Credit Hours:
- less than 1
Description:
This course discusses the three ways you can be taken more seriously by potential buyers, in those first few moments when you meet them.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Finance
Credit Hours:
- 21 + credits
Description:
This workshop is intended for individuals who already have working knowledge and practical field experience in earned value management (EVM). It provides the project management practitioner with new ...Delivery Method:
- Group Live
Location:
- AL
-
Field of Study:
- Business Management and Organization
- Finance
Credit Hours:
- 21 + credits
Description:
This workshop is for individuals new to earned value management and for those current practitioners interested in improving their skills in the application of earned value management and in the use of ...Delivery Method:
- Group Live
Location:
- NV
-
Field of Study:
- Business Management and Organization
- Finance
Credit Hours:
- 21 + credits
Description:
This Project Scheduling 3 Day Workshop provides broad yet detailed coverage of project scheduling for both the less experienced planner/scheduler as well as the seasoned project management professiona ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Business Management and Organization
- Finance
Credit Hours:
- 21 + credits
Description:
This Project Scheduling 3 Day Workshop provides broad yet detailed coverage of project scheduling for both the less experienced planner/scheduler as well as the seasoned project management professiona ...Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Finance
Description:
3-Statement Modeling Course Overview Being able to construct and balance a 3-Statement Modeling is a critical skill for many roles in accounting and finance. Including an income statement, cash flow s ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Trusts have re-emerged as an important instrument for tax and financial planning professionals to distinguish themselves from salespeople. Trusts have always been crucial to ultra-high net worth indiv ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Trusts have re-emerged as an important instrument for tax and financial planning professionals to distinguish themselves from salespeople. Trusts have always been crucial to ultra-high net worth indiv ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This course examines important developments in health care, long-term care, and payment schemes, long-term care planning, estate planning and asset transfers for Medicaid eligibility, financial planni ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- CT
- WI
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Are you working on Excel? Or is it working for you? In this online CPE webinar Excel expert David H. Ringstrom, CPA shares nearly three dozen different shortcuts for reclaiming your day in Excel. Davi ...Delivery Method:
- QAS Self Study
-
31st Annual Connecticut Medicaid and Medicare Planning Update 2022
24-May-2022 HalfMoon Education Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This course will provide an update on the following medicare and medicaid planning topics: Health Care, Long-Term Care, and Payment Schemes Medicaid: Long-Term Care Planning, Estate Planning and Asset ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- CT
- NH
- NY
- VT
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course examines the reasons for gender pay discrimination in total rewards compensation programs and explains how to screen for and subsequently repair the pay gap. When the Equal Pay Act was fir ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- AR
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- WV
- WY
-
Field of Study:
- Accounting
- Auditing
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Our Annual Forum will keep you up to date with the ever-changing world of SEC reporting, accounting, and auditing just in time for annual reporting season, or your next 10-Q. The Division of Corporati ...Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Accounting
- Auditing
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Our Annual Forum will keep you up to date with the ever-changing world of SEC reporting, accounting, and auditing just in time for annual reporting season, or your next 10-Q. The Division of Corporati ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Accounting
- Auditing
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Our Annual Forum will keep you up to date with the ever-changing world of SEC reporting, accounting, and auditing just in time for annual reporting season, or your next 10-Q. The Division of Corporati ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Accounting
- Auditing
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Our Annual Forum will keep you up to date with the ever-changing world of SEC reporting, accounting, and auditing just in time for annual reporting season, or your next 10-Q. The Division of Corporati ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Agenda: Important Developments in Health Care, Long Term Care, and Payment Schemes Medicaid: Long-Term Care Planning, Estate Planning And Asset Transfers Financial Planning for the Elderly and Disable ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- CT
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course will teach you how to design a job analysis program to be a resource for developing well-written job descriptions. You will also learn how to write job descriptions that can be effectively ...Program Level:
BasicDelivery Method:
- QAS Self Study
Location:
- AK
- AL
- AR
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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
- WV
- WY
-
Field of Study:
- Business Law
Credit Hours:
- 13 - 16 credits
Description:
LLCs, LPs and Partnerships, now in its 33rd year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The program provides grea ...Program Level:
AdvancedDelivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This 400-minute course will be presented as a group internet based activity on September 12, 2024. The course will track attendance and participation and provide certificates to those who complete the ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- CT
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
The overview presents a broad overview of 360 degree feedback, also called multi-rater or multi-source feedback. This type of feedback system is becoming more popular in organizations, including many ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
In this course our practical approach and relatable third party risk management content teaches the essential principles and activities necessary for efficient and effective lifecycle management and r ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Our " 3PRM: Third Party CyberSecurity Risk Management” Certificate program is a 11-hour self-paced Certificate program designed to provide leaders and risk, procurement and compliance professionals wi ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
So… what is standing in the way of you being able to RETIRE ABUNDANTLY? NOW is the time to remove the obstacles and protect yourself from the dangers, because it’s not a pipe dream. It can be your rea ...Delivery Method:
- QAS Self Study
-
4 Steps to Measure if Your Communication Strategy is Moving Your CPA Firm Forward
08-Aug-2023 MY-CPE LLCField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Effective communication is crucial to the success of CPA businesses in the quickly changing business environment of today.Without tracking our advancements, our CPA firm cannot expand, develop, or bec ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Handling client and prospect objections are a critical part of a sales professional’s job. However, seven out of ten sales professionals, when observed in a conversation with a prospect, quickly conce ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Prepare to immerse yourself in the nuanced landscape of compliance and non-discrimination testing for 401(k) plans. This illuminating course aims to demystify the intricate regulations governing quali ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Prepare to immerse yourself in the nuanced landscape of compliance and non-discrimination testing for 401(k) plans. This illuminating course aims to demystify the intricate regulations governing quali ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Dive headfirst into the intense world of fiduciary responsibility for 401(k) and profit-sharing plans! As the fourth part of a riveting four-part series, this course shines a spotlight on the essentia ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Discussion centered on the following topics of 401(k) Plans: Life cycle of 401(k) plans; Various parties involved in 401(k) process; Plan eligibility; Contribution limits; Basic loan guidelines; Distr ...Delivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Business Management and Organization
- Personnel/Human Resources
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
401(k) retirement plan fiduciaries are uniquely positioned to positively impact the lives of participants and their families. In fact, their role is critical. Whether they are a first-time retirement ...Program Level:
Beginnier-IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Your tax-qualified retirement plan might not pass an IRS or DOL audit even if it survives the annual ERISA audit. In this practical webinar, youll receive step-by-step guidance on ERISA, IRS, and DOL ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, you’ll learn about ERISA fiduciary concepts that impact your 401(k) Plan and best practices for mitigating your organization’s exposure to corporate and personal liability. Upon compl ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
27187 Results