Course Library
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Effectively balancing your workload with the productive capacity of your firm will help you diminish your stress level and enjoy greater profit potential. In this course, we will provide you with tips ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
2020 was a unique year for all aspects of business. One thing it showed us was the importance of understanding the role of management and executing the process while understanding the workplace is mad ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Employers are increasingly being required to provide their employees with sick pay. In this webinar, you’ll learn about current and pending legislation regarding sick pay requirements, tax withholding ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
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
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
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Mandates Beyond the Advisers Act: Anti-Money Laundering, ERISA and ’34 Act Section 13 Reporting for Investment Advisers
COMPLY Technologies, Inc. (a.k.a. COMPLY)Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
While the Investment Advisers Act of 1940 includes most of the rules and regulations an advisory firm needs to abide by to be compliant, other regulations affect advisory firms in significant ways and ...Program Level:
BasicDelivery Method:
- Group Internet Based
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Mandates Beyond the Advisers Act: Data Protection: Privacy, Identity Theft and Cybersecurity
COMPLY Technologies, Inc. (a.k.a. COMPLY)Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
In the past several years regulatory scrutiny of data protection has expanded from basic issues of privacy, to requirements for dealing with identity theft, to detailed assessments of firm-wide cybers ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Description:
When you participate in practical webinar, you’ll learn from Excel expert, David Ringstrom, CPA, about the pros and cons of workbook links and how to create and work with them. Workbook links are quit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn from Excel expert, David Ringstrom, CPA the pros and cons of workbook links and how to create and work with them. Workbook links are quite beneficial, as they ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Description:
When you participate in practical webinar, you’ll learn from Excel expert, David Ringstrom, CPA, about the pros and cons of workbook links and how to create and work with them. Workbook links are quit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
When you participate in practical webinar, you’ll learn from Excel expert, David Ringstrom, CPA, about the pros and cons of workbook links and how to create and work with them. Workbook links are quit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
When you participate in practical webinar, you’ll learn from Excel expert, David Ringstrom, CPA, about the pros and cons of workbook links and how to create and work with them. Workbook links are quit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you will learn from Excel expert, David Ringstrom, CPA the pros and cons of workbook links and how to create and work with them. Workbook links are quite beneficial, as they ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course covers how to manipulate data in Excel. The course focuses on Text functions, such as LEN, TEXTJOIN and SEARCH. It also examines some Math & Trig rounding functions and shows how to fix er ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course covers how to manipulate data in Excel. The course focuses on Text functions, such as LEN, TEXTJOIN and SEARCH. It also examines some Math & Trig rounding functions and shows how to fix ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
March-April 2014 CE Quiz on Advanced Portfolio Asset Location Strategies Quiz
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this module you'll learn when maintenance calls are made on long and short positions, what buying power is, how customers can meet maintenance and Regulation T calls, and the functions of the margi ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module will provide you with an overview of both margin and options. First, we will briefly review margin terminology. Then we will learn about options, including basic option terminology and tra ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This series covers margin accounts and requirements, and explains the rules and regulations governing trading equities and bonds on margin. Topics covered include liquidations, withdrawals, substituti ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Building on Margin I, this advanced series covers the more complex margin requirements and calculations for various types of option positions, such as covered and uncovered puts and calls, index optio ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module deals with day trading on margin, with all its ramifications. Also covered are marginable bonds and restricted accounts.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module will discuss three rather complex transactions that involve trading options in margin accounts: spreads, straddles and combinations.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
To truly understand margin, you need to be familiar with the regulations that govern its use, and know how it's calculated and accounted for. And that means learning about account requirements, comput ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Marginal profitability analysis provides relevant decision information for setting prices, product design, and product profitability. Analysis of whether to open or close locations or divisions can al ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Marginal profitability analysis provides relevant decision information for setting prices, product design, and product profitability. Analysis of whether to open or close locations or divisions can al ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Marginal profitability analysis provides relevant decision information for setting prices, product design, and product profitability. Analysis of whether to open or close locations or divisions can al ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Marijuana Tax Issues and Reporting Requirements
Noggin Guru, Inc. dba Lorman Education Services and BankersHubField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This topic will educate those new to the marijuana industry about the tax issues faced by the industry including section 280E, current IRS enforcement measures, Form 8300 information reporting require ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This webinar will review the market approach to valuations. In particular, we will talk about each method’s strengths and weaknesses, what information is available to the valuator, and walk-through sc ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: Based on the economy we expect in 2020 what market strategies should we be recommending to clients? How should we be thinking about Asset Allocation, Equity factor selection ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Matt Estes of the BlackRock Global allocation team will provide an overview of the current economy. Learn how equities and stocks, both domestic and abroad, are being impacted by current global events ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- NE
-
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
27730 Results