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Field of Study:
- Business Management and Organization
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
mixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
mixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Management Services
Credit Hours:
- 9 - 12 credits
Description:
Whether you are a team member, project manager, or have aspirations to lead effective project teams, an understanding of the basic methodologies of project management is essential. This course is inte ...Program Level:
MixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Principles of Reinsurance begins with a discussion of the origins and history of reinsurance in the life insurance and property & casualty industries. It examines the types of reinsurance available i ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course introduces various important statistical principles that can be applied in other Kubicle courses. This course will be useful for anyone who applies these techniques and wants to understand ... -
Field of Study:
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course introduces various important statistical principles that can be applied in other Kubicle courses. This course will be useful for anyone who applies these techniques and wants to understand ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 9 - 12 credits
Description:
Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness ...Program Level:
OverviewDelivery 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:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
This course explores how to divide your AP work into smaller piles allowing for prioritization and motivation.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Your firm’s budget should be about priorities, people, and numbers – in that order. Yet, most planning processes ignore these priorities. An honest and reality-based budget requires discipline and sho ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Your firm’s budget should be about priorities, people, and numbers - in that order. Yet, most planning processes ignore these priorities. An honest and reality-based budget requires discipline and sho ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
Your firm’s budget should be about priorities, people, and numbers – in that order. Yet, most planning processes ignore these priorities. An honest and reality-based budget requires discipline and sho ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Safeguarding customers and their financial information is no easy task. Every day it seems as if companies are hacked, customers are duped, and employees are careless. Fraud and financial exploitation ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Description:
Private Banking Course Overview Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a privat ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Private Capital Investments in ESOP-Owned Companies ' The Developing Trends
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- MO
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll receive practical guidance on the new reporting alternatives proposed by the Private Company Council and enacted by the Financial Accounting Standards Board. Upon com ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This c ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Description:
The Private Credit for the Limited Partner course, part of ILPA’s “Comprehensive” class series, provides an unparalleled experience for the participant seeking to deepen knowledge and skill across the ...Program Level:
ComprehensiveDelivery Method:
- Group Internet Based
- Group Live
-
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:
- Specialized Knowledge
Description:
The Private Equity for the Limited Partner course, part of ILPA’s “Comprehensive” class series, provides an unparalleled experience for the participant seeking to deepen knowledge and skill across the ...Program Level:
ComprehensiveDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Description:
The Private Equity for Trustees course, part of ILPA’s “Comprehensive” class series, provides a complete experience for the participant who wishes to understand and evaluate private equity investing f ...Program Level:
ComprehensiveDelivery Method:
- Group Internet Based
- Group Live
-
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
-
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:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Private fund managers face many regulatory challenges that differ from other types of investment advisers. This session is designed to help compliance, legal and management professionals stay informed ...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
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
-
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
-
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:
- Finance
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
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
27731 Results