Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course explores the fundamental Federal Income Tax concepts applicable to life insurance companies. Learning Objectives Identify the criteria for qualifying as a life insurance company for Federa ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course explores the fundamental concepts of Interest Maintenance and Asset Valuation Reserves and Capital Gains and Losses. Learning Objectives: Identify the characteristics of IMR and AVR Distin ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the investment accounting concepts of book value and fair value and describes the Statutory valuation of invested assets in good standing. Also, it explains the concept of hedge ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course describes the the basic economics of life insurance and the accounting systems (Statutory and GAAP) used by insurance companies. Upon successful completion of this course, you will be able ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course familiarizes you with Statutory revenue recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives Identify and apply Statutory policyholder revenu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks. We identify the types o ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course is a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the life insurance industry, as well as accounting and reporting for life reinsurance on a Statut ...Program Level:
BasicDelivery Method:
- QAS Self Study
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Life Statutory Reporting - Reserves, Claim and Dividend Liability Recognition and Reporting
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course familiarizes the learner with Statutory reserves, claim and dividend liability recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives: Recogniz ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the concept and application of the Risk-Based Capital (RBC) requirement for life insurance companies. Learning Objectives Identify the purpose and impact of the RBC requirement D ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the Separate Account concept and the types of products that use Separate Accounts. We also identify the role of the Blue Book and Green Book in reporting for Separate Accounts a ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Understanding the trade lifecycle is vital for financial services roles. This course covers market participants, trade execution, and processes for confirmation, clearing, and settlement. Learners gai ...Delivery Method:
- QAS Self Study
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Lifecycle of Incentive Stock Options Evaluating Planning Opportunities for Incentive Stock Options to Maximize Value - LIVE
20-Feb-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Stock options can be a valuable portion of a client’s compensation. However, Incentive Stock Options (ISOs) can require a significant amount of planning to maximize the benefits of this compensation t ...Program Level:
BasicDelivery Method:
- Group Live
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Lifecycle of Incentive Stock Options Evaluating Planning Opportunities for Incentive Stock Options to Maximize Value - RECORDED
21-Feb-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Stock options can be a valuable portion of a client’s compensation. However, Incentive Stock Options (ISOs) can require a significant amount of planning to maximize the benefits of this compensation t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Lifecycle Strategies of a Sustainable ESOP
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
While tax reform visions have changed the tax on profits realized from the dispo-sition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Content includes information about computing the basis of property acquired in a like-kind exchange, applying default depreciation rules, and the option to elect out of the default rules for computing ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Many practitioners advise their clients on the purchases and sales of property, but would like the opportunity to up their game and be able to handle more complex transactions and tax positions. In th ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Section 1031, like-kind exchanges, are the most commonly encountered form of tax deferred transactions. Practitioners with real estate clients will encounter numerous like-kind exchange transactions d ...Delivery Method:
- Group Internet Based
-
Limitations Of Popular Financial Planning Software Applications For Professionals
08-Feb-2017 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Today's financial planning software for professionals improves on the advice you can give instead of relying on Excel spreadsheets and heuristics like the "4% rule," but even these highly sophisticate ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Limitations on Transactions with Insiders and Affiliates: Regulation O and Regulation W
12-Mar-2025 ProBank AustinField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A three-hour review of the rules that may impact our dealings with those that our institution has a relationship. Regulation O: Given the influence that a director, executive officer, and principal s ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Rusten O’Neil will be the presenter. The course objective is to help facilitate an open conversation on personal and professional limitations, and to provide a vehicle for everyone to cultivate long- ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in pr ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
LinkedIn Mastery for Solo/ Small Accounting Firms: Attracting Premier Clients and Top-Tier Talent
17-Oct-2023 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Unlock the true potential of LinkedIn to elevate your solo or small accounting firm's growth and reputation. This specialized course is tailored to empower accounting professionals with the skills and ...Program Level:
UpdateDelivery Method:
- Group Internet Based
Location:
- MD
-
LinkedIn Mastery for Solo/ Small Accounting Firms: Attracting Premier Clients and Top-Tier Talent
17-Oct-2023 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Unlock the true potential of LinkedIn to elevate your solo or small accounting firm's growth and reputation. This specialized course is tailored to empower accounting professionals with the skills and ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Your employees are your best brand ambassadors; if they know how to be. A strong presence on LinkedIn doesn’t just benefit individuals; it can boost your company’s reputation, attract top talent, and ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In the era of digital advancement, LinkedIn stands tall as the ultimate platform for professionals spanning diverse industries, facilitating connections, collaborations, and the display of expertise. ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
In the era of digital advancement, LinkedIn stands tall as the ultimate platform for professionals spanning diverse industries, facilitating connections, collaborations, and the display of expertise. ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This two-lesson, bite sized course, provides an introduction to the infrastructure and processes involved in the purification and liquefaction of natural gas; the shipping of LNG to markets; and its r ...Program Level:
IntroductionDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Nonprofits are required to include a liquidity disclosure in their financial statements. This liquidity disclosure overviews qualitative and quantitative information about how the nonprofit manages it ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Nonprofits are required to include a liquidity disclosure in their financial statements. This liquidity disclosure overviews qualitative and quantitative information about how the nonprofit manages it ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Program Level: Intermediate; Prerequisites: One year experience in a credit-related function or completion of the Fundamentals of Corporate Credit seminar or equivalent. This seminar examines the pivo ...Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical discl ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Litigation Finance: Strategic Risk Management, Value Generation, and Cost Optimization
10-Apr-2025 Quartz Events LLCField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Litigation finance is fast becoming an essential tool for corporations to enforce their business interests. Often issues such as breach of contract, failed joint ventures, anticompetitive conduct, or ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- NV
-
Description:
Life insurance death benefit is a critical consideration in every life insurance sale, but in the today’s world the living benefits of a properly designed 7702 Plan can’t be overlooked. In this sessio ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Living in a Consolidating Industry ' What Your Governance Structure Needs to Consider
26-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:
- 5 - 8 credits
Description:
8 CPE Hours Full Course Price: $64.50 Formats: Hard Copy and PDF Trusts can be used to accomplish many goals, including tax planning, estate planning, providing income to a spouse or disabled child, a ...Program Level:
BasicDelivery Method:
- QAS Self Study
27255 Results