Course Library
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Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
ACL201Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 21 + credits
Description:
ACL303Delivery Method:
- Group Live
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ACP Advanced Planner Retreat: What We Learned 2019
12-Nov-2019 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
More than 30 of ACP's members met in June to brainstorm issues of interest to advanced planners. Many of their conclusions can benefit a broader spectrum of ACP members. Join us for a recap of the mos ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
As a follow-up to the Compensation Committee’s 2017 survey, the System Committee dug deeper into what makes ACP firms successful and profitable. By analyzing their results and collecting data from 27 ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
What do you need when a client dies unexpectedly? Estate Planning usually doesn’t target important information beyond the standard will, trust, and POAs. Comprehensive financial planning requires havi ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
This presentation outlines and discusses critical factors involved when working with “real people,” which deviate from norms established for individual financial planning offered through institutional ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Specialized Knowledge
Description:
The ACP Pyramid and Toolkit are proprietary ACP tools that advisors can use with their clients to help them gain a greater understanding of the various aspects of their financial life. The ACP Pyramid ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
The ACP Pyramid and Toolkit are proprietary ACP tools that advisors can use with their clients to help them gain a greater understanding of the various aspects of their financial life. The ACP Pyramid ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Description:
This presentation outlines and discusses critical factors involved when working with “real people,” which deviate from norms established for individual financial planning offered through institutional ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- CA
- NC
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Finance & Accounting Professionals need to communicate in English on a daily basis, and if you work with the US or live and work in the US, it’s important that everyone understand you clearly. It can ...Program Level:
BeginnerDelivery Method:
- 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:
The Acquisition Business Management Course offers hands-on experience in dealing with common financial issues in acquisition that include cost estimating; Planning, Programming, Budgeting and Executio ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- GA
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Acquisition Due Diligence – Partner with Professionals to Deliver Quality Reports to Your Board
18-Sep-2024 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Engage with leaders from OwnersEdge on best practices for due diligence in your acquisition strategy. This session will provide insights and strategies across several key areas, including quality of e ...Program Level:
AllDelivery Method:
- Group Live
Location:
- IN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This session will go into detail about the process and different strategies of using an employee stock ownership plan (ESOP) as an acquisition tool. We will cover the different forms of acquisitions, ...Delivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- IN
-
Acquisition Strategies to Mitigate Repurchase Obligation Exposure
28-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
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course you will learn how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
In this course you will learn how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course explains how acquisitions and divestitures are valued, including the linkage between business plans and valuation models.Delivery Method:
- QAS Self Study
-
Field of Study:
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course provides you with a checklist of technological items to consider during an acquisition or merger.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Credit Hours:
- 21 + credits
Description:
This course is a complete overview of the job associated with acting as an executor. Covers: the first steps to take; claiming life insurance, Social Security and other benefits; making sense of a wil ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Working as a team is an important part of most organizations. Becoming a high performance team involves understanding your own skills and limitations as well as though on your team. This course is des ...Delivery Method:
- QAS Self Study
-
Active and Reserve Component Military Pay Overview Course
01-Feb-2018 Defense Finance and Accounting Services (DFAS) Learning and Development DivisionField of Study:
- Accounting (Govmnt)
Credit Hours:
- 21 + credits
Description:
The Military Pay Overview course is designed to provide civilian and military personnel with the basic knowledge and skills needed to perform military pay related tasks for the Army Defense Military P ...Program Level:
IntroductoryDelivery Method:
- Group Live
-
Field of Study:
- Finance
Description:
This presentation will provide Active ETF basics and compare ETF's and Mutual Funds. Active ETF Investment strategies have the potential to provide excess returns and complement most investment portf ...Program Level:
intermediateDelivery Method:
- Group Live
-
Active Learning Techniques (ETP)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
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
-
Active Listening Skills to Improve Communication (ALS)
01-Sep-2024 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Discover how to be an effective listener with this active listening training (Pre-recorded Webinar) Communication can make or break relationships, job effectiveness and can determine how you are perce ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Active Listening Skills to Improve Communication (ALS)
14-Aug-2018 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Discover how to be an effective listener in this active listening training—learning tips and strategies taught here.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Active Listening Skills to Improve Communication (ALS)
01-Jan-2024 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Communication can make or break relationships, job effectiveness and can determine how you are perceived. Active listening is the foundation of effective communication. Discover how to be an effective ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Active Share & the Three Pillars of Active Management
01-May-2020 Affordable-Success-FirstChoice-ClienTellField of Study:
- Finance
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
This presentation explores the Three pillars of Active Management, according to the methodology of Professor Martijn Cremers. The three pillars are Skill, Conviction and Opportunity.Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
A business can find itself in severe financial difficulties if it is making decisions based on incorrect overhead allocations. This has become more of a problem since overhead has become such a large ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Managers may have difficulty effectively running their businesses based on the information in traditional financial statements. In the Activity-Based Management course, we examine expenses at the leve ...Delivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Accounting
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This presentation will present accounting and financial information along with an understanding of the underlying accounting principles. The context for this will be the impact of operational manageme ...Delivery Method:
- Group Live
Location:
- PA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
ADA and Reasonable Accommodation (AD2)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
According to the U.S. Bureau of Labor Statistics, more than 18.6 million workers are employed with a registered disability. Compliance with the Americans with Disabilities Act (ADA) is no laughing mat ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Adapting SLATs As A Planning Tool for Clients with A $1-10M Net Worth - RECORDED
22-Nov-2023 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
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
-
Adapting To The Engagement – Differentiating The Requirements Of Preparations, Compilations, Reviews, And Audits
MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Adapting To The Engagement – Differentiating The Requirements Of Preparations, Compilations, Reviews, And Audits
MY-CPE LLCField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Adapting to the Engagement- Differentiating the Requirements of Preparations, Compilations, Reviews and Audits
Western CPEField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
A CPA may perform various attest services under relevant professional standards, including compilations, reviews and audits. Reviews and audits are also considered assurance services, providing either ...Program Level:
BasicDelivery Method:
- Group Internet Based
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