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The Exceptional Team Leader (TL)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
We designed this seminar with input from veteran team leaders at organizations across the country. You'll explore the issues they believed were most critical in their own team development.Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 17 - 20 credits
Description:
20 CPE Hours Full Course Price: $119.50 Formats: Hard Copy and PDF This course will guide you through the legal landscape of acting as an executor, including procedures and terminology. It will addres ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Finance
- Management Services
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
The Exit Planning Summit not your typical conference. The Summit mixes traditional conference style learning sessions with high energy, collaborative, workshop-style practice group sessions. In 2018, ...Delivery Method:
- Group Live
Location:
- OH
- TN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
From September 14-16 the 2020 Fall ESOP Forum will present you with the best resources for everybody at your company. Join employee-owners and ESOP experts for this seminar featuring 40 sessions, netw ...Program Level:
All LevelsDelivery Method:
- Group Internet Based
-
Description:
November 14-15, 2016 The Salamander Resort & Spa, Middleburg, VA www.theinvestmentinstitute.orgProgram Level:
AdvancedDelivery Method:
- Group Live
Location:
- NC
- VA
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
In the past few years, the FASB has released several significant accounting standards which have brought about sometimes sweeping changes to U.S. GAAP. Many of these new standards have required signi ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
In the past few years, the FASB has released several significant accounting standards which have brought about sometimes sweeping changes to U.S. GAAP. Many of these new standards have required signif ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
How will major central bank policy impact financial markets over the next year? What impact will the Fed and a potential 'Grexit' have on interest rates and the stock market? At this webinar, Shehriya ...Delivery Method:
- Group Internet Based
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The Federal Reserve Toolkit and the Future of Inflation
18-Jan-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Economics
Description:
Countless recent news stories or perhaps the real-life experiences of clients – from rising home prices to increased costs at the grocery store - may have been the catalyst for a discussion about infl ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
The Federal ReserveÂ’s Action, The Next Move, and the Impact on Investment Portfolios
NFP/WealthspireField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course provides an update on current capital market conditions, including U.S. Federal Reserve policies, the potential impact of Feds policies on the stock market and interest rates, and investm ...Delivery Method:
- Group Live
Location:
- VA
-
The FFIEC Cybersecurity Assessment Tool: Measuring and Interpreting Risks
18-Jul-2017 The Knowledge Group, LLCField of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
To help financial institutions assess their cybersecurity preparedness and identify their risks, the Federal Financial Institutions Examination Council (FFIEC) released its Cybersecurity Assessment To ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Based on UPIA, NYS DFS Reg 187, OCC, FINRA, and adjudicated lawsuits, this class tells fiduciaries how to fulfill fiduciary duties when advising clients on life insurance. The fiduciary era for life i ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Curious about how the Fifth Amendment can be your secret weapon in offshore tax cases? Dive into this insightful content to unlock its hidden potential.This course explores the crucial role of the Fif ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Curious about how the Fifth Amendment can be your secret weapon in offshore tax cases? Dive into this insightful content to unlock its hidden potential.This course explores the crucial role of the Fif ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Preparing to close an estate or trust often brings with it a major surprise: the Form 1040 isn't the only document that needs to be filed. Often the decedent's executor or personal representative didn ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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The Final Federal Crowdfunding Rules: Where Do We Go from Here? LIVE Webcast
17-Jun-2016 The Knowledge Group, LLCField of Study:
- Finance
Credit Hours:
- less than 1
Description:
In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders will help investors understand the important aspects of this significant topic. They will provide an in-depth ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- NJ
-
The Financial Continuum - Supporting Client Behavior Change
20-Dec-2022 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this session we will explore the Continuum of Financial Wellbeing and how financial planners can collaborate, refer or build the skills necessary to support clients' behavior change. During the ses ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
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The Financial Mindset Fix: How to Emancipate Yourself and Your Clients with Abundant Thinking
26-Apr-2022 MY-CPE LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Abundant Thinking is a mindset that gives you the creative agency and grit to reach your vision and daily design your own life. In this inspiring and thought-provoking, CPE webinar attendees will disc ...Delivery Method:
- QAS Self Study
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The Financial New Normal in the COVID-19 World, Part 2
04-Jun-2020 Northwest Public Power AssociationField of Study:
- Economics
- Management Services
Description:
Program Overview: This year has brought us new challenges, or are they opportunities? There is much to consider as we experience and forecast COVID-19's impacts on short-term and long-term economic ou ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Personnel/Human Resources
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In today's competitive workplace, financial wellness is acknowledged as a critical issue in employee well-being and productivity. "The Financial Wellness Program Conundrum" addresses the gap between ...Program Level:
Beginner-IntermediateDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Ready to elevate your client's real estate portfolios? In today's fast-paced market, pinpointing suitable properties can feel overwhelming. But with the right approach, professional advisors can confi ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Ready to elevate your client's real estate portfolios? In today's fast-paced market, pinpointing suitable properties can feel overwhelming. But with the right approach, professional advisors can confi ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Becoming a new manager is an exciting opportunity and one to celebrate. With this new title will come a host of new learning and growth opportunities. This course will help you think through all of th ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module provides an overview of the underwriting, characteristics and pricing of the different types of capital and money market fixed income securities.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This module covers the risks associated with bond investments and how they are regulated.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how much of a bond dealer's portfolio is paid for with borrowed money through the repo market.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how much of a bond dealer's portfolio is paid for with borrowed money through the repo market.Delivery Method:
- QAS Self Study
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The Foreign Account Tax Compliance Act  An Update in 2016 LIVE Webcast
08-Mar-2016 The Knowledge Group, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In this two-hour LIVE Webcast, a panel of distinguished professionals, thought leaders, and practitioners assembled by The Knowledge Group will review and discuss the updates and regulatory developmen ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
The Foreign Account Tax Compliance Act: Understanding Recent Trends and Developments
02-Aug-2017 The Knowledge Group, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
For the past years, the Foreign Account Tax Compliance Act (FATCA) has been keeping an eye on U.S. taxpayers with foreign accounts and has been requiring foreign financial institutions and certain oth ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Each year, more and more U.S. citizens and residents are taking advantage of globalization to live, work and invest overseas. The result is the payment of income taxes abroad, as well as, in the U.S. ... -
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Do you have a plan to address IRS demands for backup withholding on payments made to Nonresident Aliens (NRAs)? As the IRS ramps up efforts to reduce the delinquent tax burden, it has identified compl ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Do you have a plan to address IRS demands for backup withholding on payments made to Nonresident Aliens (NRAs)? As the IRS ramps up efforts to reduce the delinquent tax burden, it has identified compl ...Delivery Method:
- Group Internet Based
-
The Form 1042-S & W-8 Update - Complying with IRS Information Reporting for Nonresident Aliens
31-Jan-2025 MY-CPE LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Do you have a plan to address IRS demands for backup withholding on payments made to Nonresident Aliens (NRAs)? As the IRS ramps up efforts to reduce the delinquent tax burden, it has identified compl ...Delivery Method:
- Group Internet Based
-
Credit Hours:
- less than 1
Description:
This course explains why knowing what motivates you is necessary to achieve your goals.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This module will discuss how to create a projection of free cash flows to use as the foundation of our DCF valuation. First, you'll learn how free cash flow differs from what you see on the cash flow ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
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