Course Library
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Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
Women make up 24% of accounting industry partners, which doesn't make sense since men and women have been graduating with accounting degrees in equal numbers since the 1970s. At the same time, firm le ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Advancing Women Accountants: Yes, We Still Need To Have This Conversation: Self-Study Video Course
Western CPEField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Women make up 24% of accounting industry partners, which doesn't make sense since men and women have been graduating with accounting degrees in equal numbers since the 1970s. At the same time, firm le ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In this workshop, we will look at behaviors and techniques for women leaders that will help them assess and build their skills to allow them to achieve their full potential. Participants will be able ...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
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- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Advertisements can provide a great first impression to customers and potential customers. You can inform them of the products and services you provide, any specials you are offering, and your support ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Advertising With Testimonials And Endorsements Under The New SEC Marketing Rule (NASAA Ethics 1)
22-Nov-2023 Kitces.comField of Study:
- Behavioral Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Advisers Act Anti-Fraud Rules: Custody, Political Contributions, Solicitors and Proxy Voting Requirements
COMPLY Technologies, Inc. (a.k.a. COMPLY)Field of Study:
- Regulatory Ethics
Description:
The SEC’s anti-fraud rules pursuant to Section 206 of the Investment Advisers Act of 1940 lay the regulatory foundation of the adviser’s relationship with its clients. Rules promulgated under Section ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Advising Clients through the Toughest Times of Life
18-Jul-2017 The Financial Planning Association of MinnesotaField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Presentation Description: When clients cope with death, divorce, retirement, empty nest, or other life transition, your in-office actions determine whether they stay with you. Understand the unique is ...Program Level:
BasicDelivery Method:
- Group Live
Location:
- MN
-
Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class
18-Aug-2022 Advisors4AdvisorsField of Study:
- Taxes
Description:
Almost every single one of your clients will be required to file IRS Form 1041 to settle trusts or an estate. Trusts and estates are subject to federal income taxation, of course, and an entire subc ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Are you considering making the transition from accountant to “Trusted Advisor” but don’t know where to start? Do you wonder how to market, price, and sell advisory services and especially whether your ...Program Level:
EveryoneDelivery Method:
- Group Internet Based
-
Advisor Alpha In Actively Managed Non-US Equity Funds In Developed Economies
26-May-2021 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Low-expense portfolios enable financial advisors to build a diversified core portfolio capturing equity appreciation efficiently across most asset classes but not so much with foreign equities in many ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
Note: This is an advanced-level course. A working knowledge of estate planning is advisable. Advisors Guide to Estate Planning is written specifically to present experience-based guidance to practiti ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 21 + credits
Description:
This course presents a comprehensive review of investment planning concepts and investment instruments. It draws together the important topical concepts of investment risk, modern portfolio theory, pe ...Delivery Method:
- QAS Self Study
-
Advisor's Guide To The SEC's Final Regulation Best Interest And Form CRS (NASAA Ethics 2)
22-Nov-2023 Kitces.comField of Study:
- Behavioral Ethics
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
Should advisors get on Google+? Do you need to bother with yet another social network? The answers: yes and yes, says Robert Clark, an independent marketing consultant to advisors who has researched t ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Affordable Care Act: Individual Rights & Responsibilities reviews the principal provisions of the law affecting individuals and considers the laws coverage-related provisions, personal income tax cha ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes health ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the principal provisions of the Affordable Care Act affecting employers and considers its tax impact on them. Upon completion of this course, you should be able to: List the princi ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes health ...Program Level:
UpdateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes health ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (P ...Program Level:
UpdateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the principal provisions of the Affordable Care Act affecting individuals. It considers the coverage-related provisions of the law, the personal income tax changes affecting taxpay ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (P ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
This course will review the principal provisions of the Affordable Care Act and will examine its tax impact on individuals and businesses. It will consider the a) coverage-related provisions of the PP ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes health ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes health ...Program Level:
UpdateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (P ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
The Patient Protection and Affordable Care and the Health Care and Education Reconciliation Acts of 2010 represent the most sweeping and controversial public health care program since the creation of ...Program Level:
OverviewDelivery Method:
- QAS Self Study
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
27716 Results