Course Library
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
Loading
-
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
25-Apr-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This CPE course uses the federal prosecution of celebrities Todd & Julie Chrisley (reality television stars on Chrisley Knows Best) to provide instruction on forensic investigations. The speaker is a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
As an advanced finance function, forecasts and projections play a crucial role. It provides the CXOs on selecting the hypothesis relevant for the situation. However, there can be numerous reasons to p ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
As a business owner or financial advisor, protecting your client's 401(k)/403(b) plan from fiduciary litigation should be a top priority. If you are managing a retirement plan, it is important to unde ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
As a business owner or financial advisor, protecting your client's 401(k)/403(b) plan from fiduciary litigation should be a top priority. If you are managing a retirement plan, it is important to unde ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course helps you learn the meaning of key terms and some tools and techniques in dealing with viruses, hacking attempts and phishing schemes.Delivery Method:
- QAS Self Study
-
Protecting Against Data Breaches and Cyber Fraud
27-Jul-2017 Association of Certified Fraud ExaminersField of Study:
- Information Technology
Credit Hours:
- 13 - 16 credits
Description:
Losing data to fraud can be more costly than the loss of cash and other assets. To ensure data security, safeguard intellectual property and guard against cyber fraud, fraud examiners must stay inform ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The rapid and ongoing expansion of technology in the modern business environment has simultaneously empowered and complicated the efforts of fraud examiners around the world. In this course, you will ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The course summarizes the impact of the passage of the “Protecting Americans from Tax Hikes Act of 2015”Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Have you ever wondered if your non-disclosure agreements are still valid? The laws surrounding confidential information and restrictive covenants are evolving rapidly. This online course will equip yo ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Have you ever wondered if your non-disclosure agreements are still valid? The laws surrounding confidential information and restrictive covenants are evolving rapidly. This online course will equip yo ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course offers key knowledge and skills to help protect sensitive financial data from cyber threats. It covers the basics of cybersecurity, highlighting common threats and their effects on both in ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course offers key knowledge and skills to help protect sensitive financial data from cyber threats. It covers the basics of cybersecurity, highlighting common threats and their effects on both in ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, youll learn the ins and outs of making an innocent spouse claim. Youll learn how the innocent spouse is defined, how a claim is processed, how the courts have analyzed the innocent ...Delivery Method:
- Group Internet Based
-
Protecting your Business From Modern Cyber Threats and Implementing Cybersecurity Policies
28-Sep-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Technology is a part of every business. Financial service software options are endless. There’s enough sensitive information passing through these systems to bring a firm to a halt. A common thread th ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This program will provide insight into the basis for the majority of fiduciary litigation currently in the courts, cases that have settled and those that were dismissed due to proper due diligence by ...Program Level:
BeginnerDelivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Upon successful completion of this course you should be able to be complete the following objectives: -Review the most recent COSO Framework which lists the Control Environment as the first component ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course helps with the social aspects of companies, and how to keep them from becoming destructive to a business.Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Identity theft is any kind of deception, scam, or crime that results in the loss of personal data, including the loss of usernames, passwords, banking information, credit card numbers, Social Security ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Protein-Based Diagnostics Primer is an extensive tutorial on protein-based diagnostics commonly used in disease detection in the research and clinic setting. This engaging class covers various tools, ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Discover the full potential of your accounting practice with our comprehensive webinar! Designed specifically for accountants and bookkeepers, this course will help you master the art of generating re ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Discover the full potential of your accounting practice with our comprehensive webinar! Designed specifically for accountants and bookkeepers, this course will help you master the art of generating re ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This course will examine certain qualities a leader must exhibit to set an ethical tone from the top. Join Allison McLeod as she discusses the struggles that may come with growing and maturing in your ...Program Level:
beginnerDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
Location:
- UT
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Notices from IRS - and especially from the collection division - scares the assessee. However, as tax professionals and a representative, it is required of us to represent the case of our clients in t ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
OAM840WEBDelivery Method:
- Group Internet Based
-
Providing Support To Divorcing Clients: Ethical and Emotional Insights for Financial Planners - LIVE
16-Jul-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Over half a million divorces occur in America every year, indicating that financial planners are likely to encounter client couples facing divorce within their practice. Due to the adversarial nature ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Providing Support To Divorcing Clients: Ethical and Emotional Insights for Financial Planners - RECORDED
17-Jul-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Over half a million divorces occur in America every year, indicating that financial planners are likely to encounter client couples facing divorce within their practice. Due to the adversarial nature ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Proxy Power: The What, Why, and How of integrating proxy voting into your practice
09-Oct-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Join Simon Zais of Egan-Jones for a discussion on Proxy voting, the impact of votes, voting practices, and voting trends. Explore from start to finish how you can integrate voting into your financial ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- GA
-
Prudent Process - Best Fiduciary Practices for Annual Valuation Reviews
26-Sep-2023 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
AllDelivery Method:
- Group Live
Location:
- TX
-
Prudent Process — Best Practices for Annual Valuation Reviews
25-Apr-2022 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Accounting
- Business Management and Organization
- Finance
- Personnel/Human Resources
Credit Hours:
- 13 - 16 credits
Description:
PSMJ's Successful A/E/C Financial Management Workshop shows you how the most successful A/E/C organizations manage cash flow, allocate resources, navigate market upheaval, set fees, pursue projects, m ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
- GA
- IL
- MA
- WA
-
Field of Study:
- Behavioral Ethics
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
As a result of participating in BCT’s “Psychological Safety and Trust” training, attendees will: (1) deepen their understanding of dimensions of inclusivity and leaders’ particular roles in creating a ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
The seminar on psychological safety in a hybrid workplace aims to guide participants through reflective exercises and discussions to optimize hybrid work environments. It begins by exploring learnings ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Psychological safety is the absence of interpersonal fear. Feeling psychologically safe allows people to perform their best at home, school, and work.Recall moments when you performed to your potentia ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Psychological safety is the absence of interpersonal fear. Feeling psychologically safe allows people to perform their best at home, school, and work.Recall moments when you performed to your potentia ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on meta-ethics and the three categories of normative ethics.Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on meta-ethics and the three categories of normative ethics.Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course reviews descriptive ethics and applied ethics and their application in business.Delivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course reviews descriptive ethics and applied ethics and their application in business.Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Wrangling with PTET elections can be overwhelming and confusing as each states rules are different. The basics and mechanics of PTET will be covered along with the pitfalls and issues to watch out for ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
Location:
- MD
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- TX
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
A company that wants to be a publicly held entity will find that the accounting, reporting, and fundraising rules are substantially different than in the private sector. Additional accounting standard ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
This course was updated on 6/11/2020. This course shows the accountant how to deal with the unique aspects of accounting and finance in a publicly-held business. These issues are significantly differe ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 13 - 16 credits
Description:
This course explores the accounting and finance aspects of operating a public company. The accountant must learn about earnings per share, segment reporting, and Staff Accounting Bulletins, as well as ...Delivery Method:
- QAS Self Study
27263 Results