Course Library
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Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course teaches you the process of leasing office space, from conception to lease execution.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course teaches you the process of leasing office space, from conception to lease execution.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. To resolve tax matters with the IRS, the IRS Offer in Compromise (OIC) progra ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 13 - 16 credits
Description:
14 CPE Hours Full Course Price: $94.50 Formats: Hard Copy and PDF This course provides a newly inspired organized and holistic approach to retirement planning. It includes discussions of critical issu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
3 Session Seminar. Sure paychecks matter, but research shows that front-line managers have more of an impact on employee engagement levels than any other driver -- more than faith in the company, prid ...Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
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- CT
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- WV
- WY
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Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
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:
- Group Internet Based
-
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:
- 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:
Delivery Method:
- Group Live
Location:
- MO
-
A Modern Investment Discipline:Sustainable Investing Utilizing ESG Criteria
15-Jan-2018 Affordable-Success-FirstChoice-ClienTellField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The key to understanding Sustainable Investing today is to appreciate how it has evolved from its origins. Rather than maintaining the solely exclusionary processes of past iterations, Sustainable Inv ...Program Level:
IntermdiateDelivery Method:
- Group Live
Location:
- CA
-
A New Look at Reverse Mortgages: An Emerging Retirement Income Tool
25-Oct-2021 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Elderly homeowners own more than $8 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth. ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
A New Look at Reverse Mortgages: An Emerging Retirement Income Tool
17-Sep-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
Elderly homeowners own $7 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth. Why? In t ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Why do Advisors use Target Maturity Bond ETFs? Many advisors have recognized that managing individual bonds comes with challenges. They are concerned about managing uninvested cash, mitigating tradin ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Come enjoy a panel discussion with experienced yet newly minted ACP owners who bought the firm from longtime founders. Hear their individual stories of challenge and joy. Learning Objectives: 1.) Iden ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
A Pivotal Moment In Economic History; Fritz Meyer Economic Update, September 2022
13-Sep-2022 Advisors4AdvisorsField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
The dust is settling from the economic shock caused by the Covid-19 pandemic. Meanwhile, the Russia-Ukraine War is hot, the post-pandemic inflation crisis is far from over and seems likely to force th ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Business expenses are the costs of carrying on a trade or business; and they are usually deductible if the business is operated to make a profit. This course reviews various expenses that businesses m ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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A Portfolio Managers Perspective: Managing Through Market Cycles
16-Jan-2018 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: The Portfolio Managers Ronald Hume, Bob Kincade and John Schonberg will discuss how they make recommendations on portfolios while defining their process for reviewing the mar ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
A Practical Discussion On Actually Getting Tax Planning Done for Your Clients
09-Nov-2023 Alliance of Comprehensive Planners, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This session will be an interactive discussion on what it takes to actually do tax planning in the real world. Steven Jarvis, CPA has worked directly with hundreds of advisors across the country and s ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
A Practical Guide to Identifying, Gathering & Documenting a Sustainable Research Tax Credit Claim
14-Jan-2016 Engineered Tax Services, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
During this presentation, you will be able to understand how the R&D Tax Credit will allow your clients to claim benefits through the use of this tax law. After completing this course you will be able ...Delivery Method:
- Group Internet Based
Location:
- FL
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. T ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, v ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, v ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Mergers and acquisitions (M&A), driven by globalization, long-term markets, and various barriers to growth, often result in new organizations whose financial and strategic options are much improved. T ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 5 - 8 credits
Description:
The pace of technology change shows no signs of slowing down. Blockchain, artificial intelligence, cloud computing, mobile applications, hardware innovations, software updates, and security risks are ...Program Level:
IntermediateDelivery Method:
- Group Live
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