Course Library
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Understanding Fiduciary Duties and the Sweep of the Anti-Fraud Provisions of the Advisers Act
COMPLY Technologies, Inc. (a.k.a. COMPLY)Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
In 1963, the United States Supreme Court held in SEC v. Capital Gains Research Bureau, Inc., that Section 206 of the Investment Advisers Act of 1940 imposes a fiduciary duty on investment advisers by ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
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Field of Study:
- Finance
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
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Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Understanding Financial Trends Analysis is intended for participants who want a thorough understanding of profit and loss trends and balance sheet trends. It covers: Calculations of profit and loss ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- AK
- AL
- AR
- AZ
- CT
- GA
- ID
- IN
- KS
- KY
- LA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NH
- NJ
- NV
- NY
- OH
- OK
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course covers the importance of financial planning, general knowledge of various financial products, and assessment of a client's financial needs by evaluating their current financial situation u ...Delivery Method:
- QAS Self Study
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Understanding Financial Statements (FS/FT)
05-Jan-2022 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
With this financial statement training, you'll quickly master the fundamentals and develop a comprehensive understanding of how they work, learn how to interpret them accurately and discover how to us ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Understanding Financial Statements for Employees
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course takes a high level view of the FinTech world; the financial services value chain, FinTechâs definition, concept, scope and terminology.Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course takes a detailed view of financial service functions and clusters of innovation in six key areas.Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course takes a wider view the blockchain, Bitcoin and other cryptocurrencies in terms of what they are and how they work.Delivery Method:
- QAS Self Study
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course provides continuing professional education (CPE) to enhance competence for tax professionals when advising clients about the effects of health care legislation. Subject matter includes new ...Delivery Method:
- QAS Self Study
-
Understanding HR Documentation for Employee Performance and Behavior (HDC)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
The process of organizing, storing, archiving and destroying an organization’s critical human resources-related documents can be daunting. Not only is it important to know what information is stored a ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the benefits, uses and processes for using international ACH to make payments to international recipientsDelivery Method:
- QAS Self Study
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Field of Study:
- Finance
Description:
This course explains the benefits, uses and processes for using international ACH to make payments to international recipientsDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the benefits, uses and processes for using international ACH to make payments to international recipientsDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains the benefits, uses and processes for using international ACH to make payments to international recipientsDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course examines current capabilities of Blockchain for business applications.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
This course provides a complete understanding of living trusts and how they can be used by people of all estate sizes to transfer their property after their death without any attorneys or court involv ...Program Level:
BasicDelivery Method:
- QAS Self Study
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Understanding Longevity Annuities & Their Potential Role in Retirement Income - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Description:
This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course assists financial professionals in understanding ways to protect their organizations when they engage in international trade.Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course will explain Annuities and how to classify them. It also will explain contract provisions and the impact of suitability. Also the taxation of qualified and non-qualified annuites.Delivery Method:
- Group Live
Location:
- CA
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This is a one hour (50 minutes of contact time) classroom course. To educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and young ...Delivery Method:
- Group Live
Location:
- CA
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Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
In this module we will be talking about mutual funds in general—where they came from and what they do and don't do for us.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Credit Hours:
- less than 1
Description:
This course covers the flow of Non-PO invoices, from the time they are received by a Company to the point they are is paid.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
This course covers the flow of Non-PO invoices, from the time they are received by a Company to the point they are is paid.Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course examines each of the seven operational risks categories, and provides a detailed explanation on each risk.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course examines each of the seven operational risks categories, and provides a detailed explanation on each risk.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Understanding Options Course Overview This Understanding Options course provides an overview of options terminology and how options can be used effectively. We explore moneyness, intrinsic vs. extrins ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
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Field of Study:
- Business Management and Organization
Credit Hours:
- 13 - 16 credits
Description:
A good way to improve the performance of a business is to learn more about how people interact within it – which is organizational behavior. In the Understanding Organizational Behavior course, we cov ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Since science now realizes that people are too complicated to just be labeled a type, the True Tilt Profile is used to help us discover ourselves and our preferred Character Strengths in a positive, c ...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
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Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Understanding Payroll Forms Class Description Running Payroll accurately is necessary to keeping your employees motivated to help your company succeed. But it’s just as important to keep the governmen ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- OR
-
Field of Study:
- Specialized Knowledge
Description:
This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides a fundamental understanding of Performance Based Equity Awards and their accounting treatment.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
-
Field of Study:
- Accounting
Credit Hours:
- less than 1
Description:
This course addresses the different types of Purchase Orders a Company may have as well as the different matching methods.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
This course addresses the different types of Purchase Orders a Company may have as well as the different matching methods.Delivery Method:
- QAS Self Study
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Field of Study:
- Auditing
Description:
This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.Delivery Method:
- QAS Self Study
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Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This course is designed to prepare the auditor to fully embrace the risk based audit methodology concept.Delivery Method:
- QAS Self Study
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