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SQL Server Reporting Services (SSRS) is a server-based reporting platform from Microsoft that provides comprehensive reporting functionality for a variety of data sources. SSRS uses Investran as a dat ...

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This course describes the purpose of the statement of cash flows, the elements that make up the statement, and strategies on preparation.

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You will receive an overview of the statutory accounting for bonds as required by SSAP 26R. This course focuses exclusively on the accounting for issuer obligations; loan-backed and structured securit ...

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This course explains the purpose and design of structured equity instruments.

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This course explains the purpose and design of structured equity instruments.

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This module provides an overview of various swaps and their characteristics.

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Swap transactions, in which one set of cash flows is exchanged for another, represent one of the cornerstones of derivatives trading. This course covers three types of swaps—the interest rate swap, th ...

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Swap transactions, in which one set of cash flows is exchanged for another, represent one of the cornerstones of derivatives trading. This course covers three types of swaps'the interest rate swap, th ...

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Learn how to easily connect, analyze and visualize data using Tableau Desktop. This course is a hands-on, project-based introduction to Tableau Desktop, designed to teach you how to explore and visual ...

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Learn how to combine, shape, clean, and prepare raw data for analysis with Tableau Prep. This course is a hands-on, comprehensive deep dive into Tableau Prep, designed to guide you through each stage ...

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Explore the history, composition, and make-up of the US Tax Court, and examine the requirements and processes involved in representing clients in the Tax Court. The course will walk through the entire ...

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IRAs and other federally qualified retirement plans are central to personal financial planning, impacting estate and income tax planning as well as retirement.   This 1-credit class introduces the mos ...

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The Internal Revenue Code creates a complex set of rules that need to be followed in order to successfully help your client through any adversarial processes. In this practical webinar, you will learn ...

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While many tax preparers may understand basic concepts related to tax resolution and even dabble in it a from time to time, many fail to understand the complexities and nuances of representation. In t ...

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While many tax preparers may understand basic concepts related to tax resolution and even dabble in it a from time to time, many fail to understand the complexities and nuances of representation. In t ...

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Understanding the intricacies and implications of the Investment Advisers Act of 1940 (Advisers Act) is fundamental to the core responsibilities of any investment adviser compliance professional. A se ...

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Introduction to the Air Renewables Industry is an online training course that provides an introduction to the air renewable energy Industry. This course covers the three main groups of air renewables ...

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Introduction to the Aviation Fuels Market is an online training course that provides an overview of the aviation fuels market, covering quality, supply, demand and trading. You’ll learn the basics of ...

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Introduction to the Biofuels Industry is an online training course that provides an introduction to the biofuels industry. Although this industry has existed for millennia, in the developed world it h ...

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Introduction to the Crude Oil Trading Market is an online training course that will start by discussing different crude oils and their key quality characteristics. We’ll cover how crude oil is priced, ...

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This course sets the stage for the two common CPA firm operation models. We take you through their strengths, weaknesses, and the typical obstacles and conflicts each create. Most firms are a hybrid o ...

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An estate tax is a levy on estates whose value exceeds an exclusion limit set by law. Only the amount that exceeds that minimum threshold is subject to tax. Assessed by the federal government and abou ...

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An estate tax is a levy on estates whose value exceeds an exclusion limit set by law. Only the amount that exceeds that minimum threshold is subject to tax. Assessed by the federal government and abou ...

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This course is part of PSI's Inside the Industry: Health Care Curriculum, and introduces the health care industry, including customer needs met by the health care industry, different types of health c ...

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This module discusses issues that every investor should consider before making the leap into hedge funds. It will discuss risk, return and correlation from the investor's perspective; how to pick fund ...

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Introduction to the Oil Industry is an online training course where you will learn all about oil – what it is, where it is found, and how it is extracted. You will also learn how raw crude oil is turn ...

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Introduction to the Power Industry is an online training course, where you’ll learn what electricity is, how it is generated, and how it is moved to the outlet in your home. We’ll review the history o ...

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Meet some of the players that comprise the Investment World. This module starts with those who issue securities, takes a look at the people who want to get money from their investments, and then looks ...

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Introduction to Trading is an online training course that provides an introduction to the wholesale trading of energy commodities. You’ll learn who trades and why, as well as how and where people trad ...

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Introduction to Trading Risk Control is an online training course that provides an introduction to risk control in the commodity markets. You’ll learn why risk control has become a crucial topic, incl ...

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Transfer pricing is frequently discussed in tax circles, often associated with large tax adjustments and penalties. The cases reported in the tax press provide little enlightenment on the transfer pri ...

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This course discusses key concepts of the primary financial statements used by every company.

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Valuing investments can be daunting at first. This course will teach you the basic theory of valuation and show you how to build simple Excel valuation models.

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Valuing investments can be daunting at first. This course will teach you the basic theory of valuation and show you how to build simple Excel valuation models.

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This module covers the various types and characteristics of mutual funds.

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This course introduces many of the most common visualization types in Power BI, such as bar charts, line charts and scatter charts. It will also introduce some of the most common tools for formatting ...

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This course introduces many of the most common visualization types in Power BI, such as bar charts, line charts and scatter charts. It will also introduce some of the most common tools for formatting ...

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A comprehensive overview of the financial planning and wealth management industry. This Introduction to Wealth Management course provides a comprehensive introduction to the financial planning and wea ...

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A comprehensive overview of the financial planning and wealth management industry. This Introduction to Wealth Management course provides a comprehensive introduction to the financial planning and wea ...