Course Library
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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll learn about the most common deficiencies discovered during peer review and how to avoid them in the future. Upon completing this course, you will be able to: Recogniz ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Each year peer review uncovers deficiencies in compilation and review engagements. In this webinar, you’ll learn about the most common mistakes made during compilation and review engagements, and how ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Each year peer review uncovers deficiencies in compilation and review engagements. In this webinar, you’ll learn about the most common mistakes made during compilation and review engagements, and how ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
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
-
Credit Hours:
- less than 1
Description:
This course provides insights into four of the most common situations confronted by all sales people.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Imagine an elevated finance function that could be the engine of innovation and strategic advantage in your organization. This session will explore how finance professionals can move beyond traditiona ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- IL
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Join our dynamic and inspiring panel of working moms as they share their stories, insights, and strategies for balancing career and motherhood. Gain valuable advice, practical tips, and a supportive c ...Program Level:
BasicDelivery Method:
- Group Live
-
Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
16-Dec-2020 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The worst time to suffer a stock market loss is a few years before and after retirement. The sequence of returns is a risk professionals know about because it poses a risk you cannot control. However, ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Help an internet service provider get to grips with its poor customer service experience. You'll clean customer data, create a solid data model, and use it to derive insights about the issues people a ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
In this webinar, youll learn about the role accountants can play in managing litigation and bankruptcy to reduce costs for their clients in cash distressed situations. Upon completion of this course, ...Delivery Method:
- Group Internet Based
-
Reducing Client Stress During Election Season Using Communication Tailored To Their Personality Type - LIVE
05-Nov-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Election season can represent a stressful time for many clients, leading to an uptick in emotional responses, such as anger, anxiousness, or worry. Advisors know that clients bring their whole selves ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Reducing Client Stress During Election Season Using Communication Tailored To Their Personality Type - RECORDED
06-Nov-2024 Kitces.comField of Study:
- Specialized Knowledge
Description:
Election season can represent a stressful time for many clients, leading to an uptick in emotional responses, such as anger, anxiousness, or worry. Advisors know that clients bring their whole selves ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course takes you through a variety of steps your organization can take to protect its systems and data.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
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:
- 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:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
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
-
Reducing the “Tax Drag†on Liquidity Events: A Survey of Tax Planning Tools for the Business Sale
MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides a professional and effective process for referring clients to a licensed securities specialist. After an overview of securities products commonly offered by banks, you will unders ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers how to identify and refer potential trust clients. The course explores the basic elements of a trust and the five primary reasons why clients want or need a trust. After completion ...Delivery Method:
- QAS Self Study
-
Refinances and Modifications: The Federal Regulatory Requirements
17-Jun-2025 ProBank Education ServicesField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
A two-hour webinar that reviews the federal rules that may apply when changing the terms of a loan. As lenders and creditors go through the term of the loan, it certainly can happen that a party wants ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Refine Your CECL Allowance Through Mastering Qualitative Factors
ARCSys Technologies, LLC DBA ARCSysField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course equips you with the knowledge to make effective Q-factor adjustments to your historical dataset, while adhering to CECL best practices. Gain valuable insights into: The crucial role of Q-f ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
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:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This two-lesson, bite-sized course, introduces basic refining concepts, including processes such as fractional distillation, vacuum distillation, cracking and coking. It then explains the fundamentals ...Program Level:
IntroductionDelivery Method:
- QAS Self Study
-
Credit Hours:
- 9 - 12 credits
Description:
Join your colleagues at the ReFocus conference, a distinctive industry event focused on reinsurance and targeting life, health and annuities. Attendees are senior level professionals with a vested int ...Delivery Method:
- Group Live
Location:
- NV
-
Reframing Probability of Success For Better Client Retirement Spending Conversations - LIVE
04-Jun-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Monte Carlo analysis is a commonly used tool in financial planning, with the probability of success being the most common method for reporting a financial plan's results. However, this practice may be ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Reframing Probability of Success For Better Client Retirement Spending Conversations - RECORDED
05-Jun-2024 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Monte Carlo analysis is a commonly used tool in financial planning, with the probability of success being the most common method for reporting a financial plan's results. However, this practice may be ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- less than 1
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
Regression Analysis - Fundamentals & Practical Applications Course Overview Linear regression analysis is critical for understanding and defining the strength of the relationship between variables. Th ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the use of linear and logistic regression analysis applied to business use cases. Learn how to deploy and assess the quality of your models and improve their predictive performa ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the use of linear and logistic regression analysis applied to business use cases. Learn how to deploy and assess the quality of your models and improve their predictive performa ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
Create your first machine learning algorithm with Python. This course will teach you how to predict future numeric values based on existing data. You'll achieve this by applying linear regression anal ... -
Field of Study:
- Computer Software and Applications
- Information Technology
- Statistics
Credit Hours:
- 1 - 4 credits
Description:
Create your first machine learning algorithm with Python. This course will teach you how to predict future numeric values based on existing data. You'll achieve this by applying linear regression anal ...Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course is the second hands-on module giving participants experience in building a dataset and running statistical analysis using regressions.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course is the second hands-on module giving participants experience in building a dataset and running statistical analysis using regressions.Delivery Method:
- QAS Self Study
-
Regulation CC: 2025 Threshold Adjustments: Changes to Hold Procedures, Disclosures, and Notice Requirements
27-Feb-2025 ProBank Education ServicesField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
On May 13, 2024, the Federal Reserve Board and the Consumer Financial Protection Bureau adjusted certain dollar thresholds in Subpart B of Regulation CC. The effective date of the change is July 1, 20 ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Are you a delayed availability financial institution? Or maybe you’re a same-day or next-day availability institution? Either way, you’ll encounter suspicious deposits, returned checks, insufficient f ...Program Level:
IntroductoryDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Calculating who is liable and for how much can be a challenge when it comes to Regulation E’s unauthorized transactions. Then, add into the mix P2P liability and the prohibited practices under Regulat ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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