Course Library
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers key partnership formation documents including the partnership agreement, subscription document, investor questionnaire and side letters. It also explores fund closings, as well as c ...Delivery Method:
- QAS Self Study
-
Private Equity Investing for ESOPS: How to Diversify Your RO Assets and Fuel Growth
29-Apr-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Business Management and Organization
Credit Hours:
- less than 1
Description:
The world of private equity is dynamic and filled with opportunities, but navigating its complexities can feel overwhelming. Have you ever wondered how private equity impacts industries like accountin ...Delivery Method:
- Nano Learning
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Are you looking to grow your accounting firm and take it to the next level? Private equity (PE) and family office investments could be the key. But how do you know if your firm is ready for such a par ...Delivery Method:
- QAS Self Study
-
Private Foundations in Estate Planning: Structuring Tax-Efficient Charitable Legacies
05-Sep-2017 Barbri, Inc.Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This CLE/CPE webinar will provide estate planning counsel and advisers with a thorough and practical guide to structuring private foundations as a component of an integrated estate plan. The panel wil ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Description:
Split Dollar is a unique strategy in the estate planning arena and one with an interesting past. While regulation has curbed uses and abuses of the strategy, there are still some very practical applic ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
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- MS
- MT
- NC
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- UT
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- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Regardless of your investigative ability, learning the critical thinking tactics to research and conduct due diligence analyses will enable you to arm your clients with the intelligence they need to m ...Program Level:
All LevelsDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- 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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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Examine an industry best practice related to liquidity risk management. Understand how to conduct liquidity stress testing using the pro forma dynamic liquid forecasting tool. Learn how to identify po ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- OK
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Unlock the potential of forward-looking financial statements with our immersive webinar," Building Pro-Forma Financial Statements and Required Adjustments." In this comprehensive course, we dive deep ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Unlock the potential of forward-looking financial statements with our immersive webinar, "Building Pro-Forma Financial Statements and Required Adjustments." In this comprehensive course, we dive deep ...Delivery Method:
- QAS Self Study
-
Proactive Insurance Planning: Highlighting Common Insurance Application Pitfalls That Lead to Higher Premiums - LIVE
17-Sep-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Between life insurance, disability insurance, and long-term care insurance, insurance planning can be the focus of financial planning engagements when clients need to address gaps in their risk manage ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Proactive Insurance Planning: Highlighting Common Insurance Application Pitfalls That Lead to Higher Premiums - RECORDED
17-Sep-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Between life insurance, disability insurance, and long-term care insurance, insurance planning can be the focus of financial planning engagements when clients need to address gaps in their risk manage ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- Group Live
Location:
- IL
-
Proactive Strategies for Developing and Managing Compliance Programs
Association of Certified Fraud ExaminersField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In today's high-risk environment, it has become increasingly difficult to avoid managing reactive compliance programs. With the onslaught of regulatory requests and frequent changes to regulations, it ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With today’s tough economic climate, drying capital sources, and declining consumer confidence, businesses need financial management expertise in order to remain viable. The organizations that will su ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With today’s tough economic climate, drying capital sources, and declining consumer confidence, businesses need financial management expertise in order to remain viable. The organizations that will su ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course illustrates how past returns can be used to predict future returns.Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
Probability distributions provide a structure that helps us understand and calculate the probability of events. Learn about some of the most important probability distributions in this course.Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
Probability distributions provide a structure that helps us understand and calculate the probability of events. Learn about some of the most important probability distributions in this course. -
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
Probability is a commonly used, but often misunderstood area of statistics. This course introduces essential probability concepts and teaches you to calculate probabilities correctly.Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
Probability is a commonly used, but often misunderstood area of statistics. This course introduces essential probability concepts and teaches you to calculate probabilities correctly. -
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
If you make loans, you will encounter problem loans. No lender intends to make a problem loan; lending institutions must anticipate some problem loans and loan losses. Problem Loans are simply a by-p ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Program Level: Intermediate; Prerequisites: None. This course covers the range of concerns and activities related to debt during periods of financial distress. The program proceeds from a discussion o ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
Problem Loans Course Overview Problem Loans present many unique challenges for a financial institution. This course examines what constitutes a problem loan specifically and problem files more general ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Making decisions and solving problems are two key areas in life, whether you are at home or work. Whatever you’re doing, and wherever you are, you are faced with countless decisions and problems, both ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course gives you the opportunity to learn how to solve some of your most important business problems using a logical method and supporting techniques. It also introduces the five-step process for ...Delivery Method:
- QAS Self Study
-
Problem Solving, Decision Making and the Business of Critical Thinking
24-Nov-2021 UNC Charlotte Extended Academic ProgramsField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
As the digital transformation sweeps the business world, employees are going to need to change the way they think. They’re going to need to become more adaptive in the way they solve problems. Dozen ...Program Level:
MixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Behavioral Ethics
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This workshop is presented to give an update on all FINRA regulations and any changes that have occured since the last workshopDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAP311Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAP311Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAP311Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
OAP311Delivery Method:
- Group Live
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
In-depth knowledge of Process Improvement methodology and tools to apply and lead projects, coach/mentor and advise Associate Improvement AdvisorsDelivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Well-executed performance improvement initiatives usually deliver good short-term results…but what do you do after the low-hanging fruit has been harvested? Your organization must be able to do more ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
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