Course Library
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Please go to our website for detailed description.Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- MO
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Please go to our website for detailed description.Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- MO
-
Field of Study:
- Accounting
Description:
Owners, managers, and third-party users seek information about the financial position, results of operations, and cash flow. For many non-accountants, the statement of cash flows is easier to understa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Accounting
Description:
Owners, managers, and third-party users seek information about the financial position, results of operations, and cash flow. For many non-accountants, the statement of cash flows is easier to understa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Owners, managers, and third-party users seek information about the financial position, results of operations, and cash flow. For many non-accountants, the statement of cash flows is easier to understa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Owners, managers, and third-party users seek information about the financial position, results of operations, and cash flow. For many non-accountants, the statement of cash flows is easier to understa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Accounting
Description:
Owners, managers, and third-party users seek information about the financial position, results of operations, and cash flow. For many non-accountants, the statement of cash flows is easier to understa ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Preparing to Act Rationally in Next Anomaly
16-Feb-2016 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This presentation educates advisers why anomalies occur in the market, and some of the forces behind them. Advisers will be empowered to teach clients about market realities in ways they can understan ...Delivery Method:
- Group Live
Location:
- NM
-
Preparing to Sell your Business: ESOPs and Strategic Alternatives
10-Oct-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Accounting
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Understanding the preparation needed for a sale, whether to an ESOP or to a third party. The steps to a successful sale and debt raise are quantitative and qualitative. Actions taken in advance will e ...Program Level:
AllDelivery Method:
- Group Internet Based
- Group Live
-
Preparing Your Firm (and Yourself!) for Internal Succession
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
This panel discussion will draw from the experiences of ACP members whose firms have gone through an internal succession plan. Attendees will walk away with strategies that can be used to prepare thei ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
In this interactive, one-hour webinar, you will focus on how to better present on topics you know well but your audience considers complex or full of new information. The key is to plan out the best a ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Presentations to inform are the most common type of business presentation, including training sessions update meetings, employee orientations, and briefings up, across and down. Informative presentati ...Program Level:
NoviceDelivery Method:
- Group Live
Location:
- AK
- AL
- American Samoa
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- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
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- GU
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- ID
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- IN
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- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
If you have ever needed to persuade others through a presentation, you know there are a host of challenges to doing so effectively. By putting yourself in the listeners situation, a presenter can mor ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 9 - 12 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:
- AL
-
Credit Hours:
- 1 - 4 credits
Description:
Effective presentation begins with establishing the objectives of our message, and narrowing down to the key points we want to leave with our listeners. Once this is clarified, it is important to open ...Program Level:
NoviceDelivery Method:
- Group Live
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
A presentation is one of the most important tools a professional has for getting things done and influencing others. Whether you are persuading colleagues, selling to a client, energizing a team, or r ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
The objective of the course is to enhance facilitation and presentation effectiveness of participants through a process identifying the fundamental skills to create and deliver a more captivating mess ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
The objective of the course is to enhance facilitation and presentation effectiveness of participants through a process identifying the fundamental skills to create and deliver a more captivating mess ...Program Level:
mixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This Presentation of Financial Information course is designed to assist financial analysts in creating impactful and high-quality financial presentations. We will identify the best practices that shou ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
In this course we are going learn how to deliver an inspired presentation. Finance executives are being called on more and more to deliver presentations inside and outside the organization. How you de ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Credit Hours:
- 5 - 8 credits
Description:
This one-day seminar is designed to help finance professionals successfully manage their presence, information and audience interaction when conveying complex data and concepts to both financial and n ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 5 - 8 credits
Description:
Are people lying to you? Fraudsters, clients, customers, colleagues and even your own employees may each be hiding something from you. This two-day, course will teach you how to be more effective in a ...Delivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Presentation skills are essential for successful accountants. Jay Sullivan prepares accountants to project confidence, poise, conviction, and clear thinking in various presentation settings from forma ... -
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CNMI
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- 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
-
Field of Study:
- Personal Development
Credit Hours:
- 9 - 12 credits
Description:
This course is designed around and consistently follows an easy-to-remember experiential-based model with real life examples that can be personalised and used by participants. It covers the key topics ...Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
One of the biggest fears for managers and others is speaking in public. You will receive worksheets and checklists to help you plan and present your remarks for the most impact, and you will learn how ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
As of January 30, 2017, no sessions have been scheduled in the US. Please contact T&CAmer@moodys.com for further updates. Program Level: Intermediate; Prerequisites: None. This one day course focuses ...Delivery Method:
- Group Live
-
Presenting Valuation So Employees Understand the Process, Apply Key Concepts. And Drive Company Value
30-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:
- 1 - 4 credits
Description:
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Trusts continue to grow in planning importance--not only for the wealthiest 1% of Americans, but also for a much broader part of the population. Issues of financial management, asset protection, matur ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Preserving HSA Eligibility And Maximizing Contributions After Age 65 and Implementation Questions To Properly Prioritize And Address To-Dos For Consistent Follow-Through
23-Jan-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This month, we review December blog articles. This quiz includes the following articles: Preserving HSA Eligibility And Maximizing Contributions After Age 65 and Implementation Questions To Properly P ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Preserving the Charitable Deduction and Avoiding Traps for the Unwary: Substantiation and Acknowledgment Rules
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Preserving the Charitable Deduction and Avoiding Traps for the Unwary: Substantiation and Acknowledgment Rules
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Preserving the Charitable Deduction and Avoiding Traps for the Unwary: Substantiation and Acknowledgment Rules
MY-CPE LLCField 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
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