Course Library

What do Elon Musk, Meta, and New Zealands golden visa have in common? Theyre all part of a high-stakes, fast-moving landscape shaping global finance and technology. In this eye-opening CPE course, we ...

Market risk is the potential for financial losses due to changes in interest rates, exchange rates, commodity, or equity prices. This course teaches learners to identify market risk on a bank’s balanc ...

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 ...

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 ...

Gold is the only asset that never defaulted in 5,000 years. That quote rings louder in 2025, a year where investors are trading memes for metal, and volatility for value. This edition of Market Update ...

Investors are always concerned about market volatility. In less than nanoseconds one can lose significant income dash; or can they?As the volatility of the market increases, market risk also tends to ...

Uncertainty in the financial markets has become the new norm. With inflation pressures, political instability, and global economic shifts shaping investor behaviour, managing market turbulence is no l ...

Uncertainty in the financial markets has become the new norm. With inflation pressures, political instability, and global economic shifts shaping investor behaviour, managing market turbulence is no l ...

In this two day course, participants will learn how to build an effective strategy for business development and build significant demand for their products by creating compelling 'customer value propo ...

Whether you are starting a new venture or looking to expand an existing business, sound information about your market is critical for success. You need to discover all you can about consumer preferenc ...

This course explores the basic elements of building a full yet simple communication plan.

Marketing is a key activity to help practices build credibility and attract more clients, and there are endless tools and strategies to help you get your name out there. Where do you even begin? Join ...

Is your firms marketing team prepared to work alongside AI? In this episode of Marketing Insights for CPA Accounting Firms, host Adam Wolf sits down with Debra Andrews, founder of Marketri and longtim ...

Presentation Description: What’s working right now to attract new business, expose your community brand, get people talking, and differentiate your institution? In this ADD world where no one is payin ...

Tax professionals and financial planners are uniquely positioned to guide their clients to make well-informed Social Security income election decisions. As they venture into this topic, they will need ...

Are you ready to propel your accounting firm to new heights through innovative marketing approaches? Join us for an enlightening course tailored for accounting professionals seeking a transformation i ...

When business owners sit down to write their marketing plan, they need to consider what makes sense for their small business?What is working in the marketplace?And where should they start?The success ...

Join ACP’s marketing coaches, Marie Swift and Jonny Swift from Impact Communications, as they share ideas for: Creating a strong and vibrant online presence, How ACP Members are using social media,

While a common assumption is that marketing equates to purchasing advertisements, that is, in fact, only one aspect of the process. Marketing involves any activity that presents your practice to poten ...

Marketplace Lending and Crowdfunding: What to Watch For in 2017 LIVE Webcast

What do Elon Musks DOGE movement, a falling U.S. dollar, and outdated cybersecurity have in common? They all offer urgent lessons for todays financial professionals. This CPE course explores how perso ...

This course will discuss steps to take to help each finance(e) learn about the other's finances - the good, the bad, and the ugly. How to find the information about each other - with their permission ...

This course shows the benefits of merging functions, championed by the CEO and led and managed by the professionals in Human Resources.

This course shows the benefits of merging of functions, championed by the CEO and led and managed by the professionals in Human Resources.

This course shows the benefits of merging functions, championed by the CEO and led and managed by the professionals in Human Resources.

Dale Carnegie Digital® is excited to partner with Marshall Goldsmith to make one of the most effective management development methodologies accessible to all. Experience the merging of our world-renow ...

This 4-hour course is designed to meet the 4-hour professional ethics CPE requirement for Maryland CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and ...

This 360-minute course will be presented as a group internet based activity on November 8, 2024. The course will track attendance and participation and provide certificates to those who complete the c ...

This 430-minute course will be presented as a group internet based event on Tuesday, November 25, 2025.  The course will provide attendee-instructor interaction, as well as certificates to those who c ...

Maryland CPAs have a considerable responsibility to the public, their profession, the organizations they serve, and themselves. They must act with integrity, honesty, and fairness. Ethical behavior is ...

This 4-hour course is designed to meet the 4-hour professional ethics CPE requirement for Maryland CPAs.  It provides an overview of ethical thought along with the core values of the CPA profession an ...

There are many critical steps and skills required to deliver world class M&A advisory services. The question is: “How do you deliver value and assure competencies in each sequential step?” This course ...

We will dive deep into the world of Quality of Earnings (QoE) analysis and financial due diligence. We’ll explore how to strategically leverage the findings to enhance your approach when selling busin ...

Are you an experienced M&A intermediary seeking to elevate your skills and amplify your success in orchestrating M&A auctions within the dynamic Lower Middle Market? Welcome to "Managing an M&A Auctio ...

Unlock the essential skills and insights you need to excel as an M&A Advisor with our comprehensive course, "Introduction to Capital Stack & Deal Structuring in the Lower Middle Market." This first co ...

Whether you are an experienced M&A intermediary or newer to the profession, marketing plays an integrated role in your ability to move deals through the funnel. From corporate and personal branding to ...

Are you an experienced broker eager to break into the dynamic and lucrative world of technology transactions? Join us for "Brokering Technology Transactions," a comprehensive course designed to equip ...

Unlock the full potential of your M&A advisory skills with our comprehensive course designed for seasoned professionals seeking to master the intricacies of business valuation through the Discounted C ...

Advance your expertise with steps 5 through 13 of the M&A process. In this course, you will learn the remaining 9 steps of professional Deal Management, including key negotiation strategies to secure ...