Course Library
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Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Upon successful completion of this course participant should be able to be complete the following objectives: -Update participants regarding the primary changes to Compilation & Review standards (AICP ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course covers the essentials of proofing, collaborating and reviewing changes to a document.Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course covers the essentials of proofing, collaborating and reviewing changes to a document. -
Reviewing ESOP Valuations: Best Practices for Trustees and Plan Sponsors
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:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Broker-dealers that claim they are exempt from Securities Exchange Act (“SEA”) Rule 15c3-3 (“Rule 15c3-3”), Customer Protection, must implement internal controls to maintain and monitor compliance wit ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
-
Reviewing the Accuracy of Your Plan Administration
26-Sep-2022 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:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As part of your vendor management due diligence, you should be reviewing your vendor's financial performance annually (or perhaps quarterly if results dictate a more frequent review). We'll go through ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Monitoring a vendor’s financial viability is a critical component of a thorough due diligence process. It not only shares insight into the vendor’s overall numbers and financial health, but also gives ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
While the core tenants of ethical behavior remain the same over time, it's still incredibly vital to stay up to date on regulatory ethics changes that affect financial professionals. This course discu ...Delivery Method:
- QAS Self Study
-
Revising and Expanding Charitable Planning Techniques
10-Sep-2019 Asterid Group Inc (dba CPE Warehouse)Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Join Fredrikson & Byron’s Tax Disputes & Litigation Group and guest Mark Haveman, Executive Director of the Minnesota Center for Fiscal Excellence (MCFE), for our next State Tax Webinar. Haveman and M ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- MN
-
Field of Study:
- Accounting
- Accounting (Govmnt)
- Business Law
- Business Management and Organization
- Production
Credit Hours:
- 1 - 4 credits
Description:
Michael Markhoff offers a compelling discourse on the delineations between irrevocable and revocable trusts. Discussions of the former include a detailed profile of the typical client, the alternative ... -
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
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:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
For the financial executive, coming to grips with the challenges of business and profitability have never been greater. Traditional costing systems provide only minimal guidance to the financial and a ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
For the financial executive, coming to grips with the challenges of business and profitability have never been greater. Traditional costing systems provide only minimal guidance to the financial and a ...Program Level:
BasicDelivery Method:
- Group Live
-
Revolutionizing Financial Operations with the Right Business Intelligence & Analytics Tools
09-Feb-2023 ERP Advisors GroupField of Study:
- Accounting
- Computer Software and Applications
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The importance of BI and analytics tools for managing the company’s success. The role of analytics in regulatory compliance. How to identify your analytics needs. The types of BI and analytics tools a ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- CO
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
A revolution is taking place in small business accounting. While traditional desktop products such as QuickBooks and Sage 50/Peachtree continue to hold the lion's share of the market, newer solutions ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The role of retirement plan fiduciary is challenging, yet important and honorable. Mr. Thixton will walk you through the duties of a fiduciary and offer insights to help you effectively manage and mea ...Program Level:
Beginner-IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course explores why recognition—the acknowledgment and appreciation of a person's efforts—and reward—the tangible symbol of that appreciation—are important to job satisfaction and employee retent ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
State and Federal Registered Investment Advisers’ (RIA) regulatory responsibilities must be top of mind, even during the Covid pandemic. In this class, investment adviser representatives (IAR) learn a ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The Administration Portal is the gateway to managing your organization in Office 365. RIA owners have a fiduciary responsibility to know the basics for controlling this key internal communication hub ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Regulatory Ethics
Description:
This timely course gives you the opportunity to review, identify and discuss investment adviser compliance action items that should be part of the compliance officer’s year-end checklist. To help revi ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Riding the Wave of IRA Giving: Tips from the Pros (from a panel of tax, Gift planning, Development, legal and financial professionals)
16-May-2023 The Financial Planning Association of MinnesotaField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Get ready to implement IRA Giving strategies with donors and clients. Learn strategies directly from a panel of tax, philanthropy, legal and financial professionals. By the end of the session, partic ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This session steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session steps beyond the ERM 101 course, delving further into the phased approach to establishing ERM processes and implementation.Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This course is tailored for Padgett firm owners seeking to optimize their staff structure according to firm size. Jeff Phillips will explore typical staffing models for various stages of firm growth, ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This webinar concentrates on preparing the department for the new tax calendar year. Topics include IRS new limits on pension plans, updates to forms W-2, W-4 and 941, discussion of new or pending fe ...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:
- Business Management and Organization
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this module you will learn how to perform risk analysis regarding short-term liquidity and long-term solvency.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- less than 1
Description:
Delivery Method:
- Nano Learning
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Through the peer review program, the AICPA has identified risk assessment as a major area of noncompliance for audits. As a result, this will be a major focus area for peer reviews for the next severa ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
27732 Results