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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
According to a survey done by the Pew Research Center whose results were published in April 2023, 17% of Americans indicated they personally have invested in, traded or otherwise used virtual currency ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including: Virtual Desktop versus Remote Desktop what's the difference? Who should move to ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
SUMMARY Virtual teams are similar to traditional teams in many ways. Just as traditional teams require coaching and occasional conflict resolution, remote team members need these things too. CONTEXT ...Program Level:
NoviceDelivery Method:
- Group Live
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:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today's digital age, mastering online engagement is crucial for companies conducting training courses, strategizing plans, or facilitating virtual meetings. Educators, trainers, and facilitators fa ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today's digital age, mastering online engagement is crucial for companies conducting training courses, strategizing plans, or facilitating virtual meetings. Educators, trainers, and facilitators fa ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
This session covers the three components of an effective online meeting leadership strategy: pre-meeting planning, managing the meeting, and post-meeting follow-up. You'll experience meeting activitie ...Program Level:
NoviceDelivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
This session covers the three components of an effective online meeting leadership strategy: pre-meeting planning, managing the meeting, and post-meeting follow-up. You'll experience meeting activitie ...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
-
Credit Hours:
- 1 - 4 credits
Description:
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Org ...Delivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
This course enhances sales coaching for results and creates a joint process to improve individual sales and sustain performance.Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
There are unique challenges that people face when they conduct a virtual sales call. Most people are fearful, lack adequate preparation, and need more effective customer engagement skills. In this L ...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
-
Field of Study:
- Business Management and Organization
- Communications and Marketing
- Personal Development
Credit Hours:
- 13 - 16 credits
Description:
Shifting training delivery from in-person to virtual instructor led isn’t as easy as sharing a link and reviewing a presentation deck. Learning & Development professionals know that for training to ha ...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
-
Virtual vs in person meetings: advisor and client preferences. How often and how do you connect with your clients?
19-Jan-2024 Alliance of Comprehensive Planners, Inc.Field of Study:
- Business Management and Organization
Description:
For many advisors, the pandemic forced a pivot from in person to virtual meetings. There are certainly upsides to meeting virtually. Now that the worst of the pandemic is (for now) behind us, many adv ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NC
-
Credit Hours:
- 1 - 4 credits
Description:
This course gives you ideas for where and how to be more visible and offers you suggestions for improving your professional style and image.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
Microsoft Visio is used to create professional diagrams effortlessly and effectively. In this webinar, I will show you how to create the following diagrams: Flowcharts Organizational Charts Brainstorm ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Communications and Marketing
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Visualization is a critical business skill. In this course, you’ll learn about the visual language hierarchy, and you’ll discover how to add information to a chart in a way that maximizes its effectiv ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
Visualization is a critical business skill. In this course, you’ll learn about the visual language hierarchy, and you’ll discover how to add information to a chart in a way that maximizes its effectiv ... -
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Optimizing a retiree's portfolio requires balancing the need for current income against expectations for the future. This webinar presents a graphical technique enabling retirees to better understand ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Computer Software and Applications
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you'll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
n this practical webinar, you'll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively n ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, you'll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this practical webinar, youll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively ...Delivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
In this course we witness an epic battle between these two Excel heavyweights and watch these rivals go head-to-head.Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this course we witness an epic battle between these two Excel heavyweights and watch these rivals go head-to-head.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
In this continuing education session, learners will review How Financial Planners Actually Do Financial Planning, the fourth report in a biannual series by Kitces Research that explores the factors th ...Program Level:
BasicDelivery Method:
- QAS Self Study
27188 Results