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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
There are a number of alternative assets that may generate higher yields than your usual investments in the stocks and bonds of public companies. In the Investing in Alternative Assets course, we desc ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is a basic introduction to fixed income investments. You will learn about different types of bonds, why investors choose bonds and how bond prices change. Upon completion of the course, yo ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is a basic introduction to fixed income investments. You will learn about different types of bonds, why investors choose bonds and how bond prices change. Upon completion of the course, yo ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is a basic introduction to equity investments. You will learn about different types of equity, why investors choose equity and how investors choose stocks. Upon completion of the course, y ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is a basic introduction to equity investments. You will learn about different types of equity, why investors choose equity and how investors choose stocks. Upon completion of the course, y ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
8 CPE Hours Full Course Price: $69.50 Formats: Hard Copy and PDF This course will help you learn how to utilize the emerging technology of AI to build wealth in stocks, bonds, commodities, and rea ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn what a hedge fund is, how hedge funds make money, and how risk and return are assessed. In addition, you will be introduced to different types of hedge funds and some of ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course, you will learn what a hedge fund is, how hedge funds make money, and how risk and return are assessed. In addition, you will be introduced to different types of hedge funds and some of ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will introduce you to money market instruments: short-term debt instruments that contribute to diversifying a portfolio. Upon completion of the course, you will have tools to discuss money ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will introduce you to money market instruments: short-term debt instruments that contribute to diversifying a portfolio. Upon completion of the course, you will have tools to discuss money ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A high level discussion of the new Opportunity Zone legislation-the history, structure and overall aspects. Learning Objective: An understanding of the Opportunity Zone legislation, which was created ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
U.S. real property is an extremely attractive asset class for investors around the world. But investors and their advisers should understand the tax implications of purchasing such property. In this p ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
U.S. real property is an extremely attractive asset class for investors around the world. But investors and their advisers should understand the tax implications of purchasing such property. In this p ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
U.S. real property is an extremely attractive asset class for investors around the world. But investors and their advisers should understand the tax implications of purchasing such property. In this p ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
About the Webinar Section 1042 of the IRC allows an owner of a closely-held C corporation to defer or potentially eliminate capital gains taxation on shares sold to an ESOP if the seller reinvests the ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This panel will help attendees understand the significant requirements that a business owner must fulfill before being able to take advantage of the tax deferral options offered by IRC Section 1042. W ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Credit Hours:
- 13 - 16 credits
Description:
This course covers investor objectives, security markets, security transactions, sources of investment information, appraisal of risk and return, financial analysis, tax-deferred savings plans, invest ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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
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Investment Adviser Codes of Ethics: The Rule Plus Implications of Gifts and Whistleblowers
COMPLY Technologies, Inc. (a.k.a. COMPLY)Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Ethics is not an option; it’s a requirement. Since the adoption of the SEC Rule on Codes of Ethics, every registered investment adviser firm must adopt codes of ethics that establish standards of cond ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Description:
The SEC recently adopted sweeping changes to its rules governing advertising and referrals. However, to date the commission has provided little in the way of guidance for advisers trying to comply wi ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Registered Investment Advisers have been required since November 4, 2022, to comply with marketing rules mandated by a revision to rule 206(4)-1 of the Investment Advisers Act of 1940. The new marketi ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 21 + credits
Description:
This course examines the accounting issues that are most significant for the oil and gas industry. The issues are addressed following the oil & gas value chain: exploration and development, production ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 21 + credits
Description:
Learn financial statement modeling, valuation, M&A, LBO, comps and industry-specific modeling. The fundamentals of valuation is critical for due diligence for M&A, capital markets, and investment oppo ...Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Where do you start with a prospect? How do you ensure you and your clients start off right and stay on the same track? At this webinar, Dr. Craig Israelsen, a professor who has taught family financial ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Description:
The Investment Due Diligence for the Limited Partner course, part of the ‘Intensive’ class series provides an intensive experience for the participant seeking to properly diligence and examine a priva ...Program Level:
ComprehensiveDelivery Method:
- Group Internet Based
- Group Live
-
Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
08-Sep-2020 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The tectonic shift in the economy from the coronavirus pandemic unleashed an economic tsunami and caused tremors in markets across the world. Fritz Meyer, a leading educator of financial professionals ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Investment financing: principles and options Basic principles of investment financing Sources of financing for investment business projectsDelivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
You will learn how to use the investment options and managers available in the Investemnt GPS program.Delivery Method:
- Group Live
-
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:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
It's already 2020 and the investment world is gravitating at a phenomenal speed. Clients are getting caught up in the hype without fully understanding the ramifications. It's more important than ever ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Investment Policy Statements ' What Are They and Why Do We Need One?
27-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
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will introduce you to the basics of investing. Topics covered include risk, return and time; some time-related strategies; and an introduction to asset allocation.Delivery Method:
- QAS Self Study
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This class updates investment professionals on the latest economic fundamentals and financial drivers. Fritz Meyer shares analysis of the latest data economic data, applying a methodology developed ov ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
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:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Economics
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- NE
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
This course will help you more easily identify the red flags of investment fraud. It provides you with a general understanding of delivery methods and techniques associated with the major types of inv ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Economics
Description:
Delivery Method:
- Group Internet Based
- Group Live
Location:
- RI
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The course provides an overview of fiduciary responsibilities of qualified plan sponsors, including proposed regulations, and how to improve ones fiduciary process. Additionally, the course discusses ...Delivery Method:
- Group Live
-
Investments in an Uncertain World
09-Oct-2023 National Association of Government Defined Contribution AdministratorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
Taught by senior insurance professionals, this is a basic Group Live course tailored primarily to insurance regulators and other insurance professionals seeking a high level understanding of the manne ...Delivery Method:
- Group Live
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