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Mutual funds have long been the backbone of the investment industry. They effectively introduce diversification and asset allocation to all classes of investors. This democratization of investing has ...

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Mutual funds have long been the backbone of the investment industry. They effectively introduce diversification and asset allocation to all classes of investors. This democratization of investing has ...

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POD, TOD, Totten Trusts, and beneficiary designations: all are contracts that can be used to transfer wealth from one person to another upon death. These types of beneficiary designations specifically ...

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POD, TOD, Totten Trusts, and beneficiary designations: all are contracts that can be used to transfer wealth from one person to another upon death. These types of beneficiary designations specifically ...

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Interested in alternative investments and self-help tools, younger clients will need a different approach if we want to effectively engage them as long-term clients.  Are you ready? Millennials, Gen X ...

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Millennials, Gen X, Gen Y, and beyond. The next generation of investor clients may not look anything like the Baby Boomers you’ve built your business around. Retirement may look different; already we ...

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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 ...

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Affordable Care Act: Individual Rights & Responsibilities reviews the principal provisions of the law affecting individuals and considers the law’s coverage-related provisions, personal income tax cha ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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 ...

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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 ...

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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 ...

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Completion of (5 day duration course) preparing Finance employees in the Industrial businesses to work in the Commercial Finance function or to assist with aspects of the Commercial Finance process, i ...

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The objective of this (5 day duration course) will apply strategic and critical thinking skills in the areas of Controllership, Financial Analysis, Sourcing and Supply Chain Operations. Apply cost acc ...

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The workshop is designed as a guide for those who need to understand state unclaimed property requirements and the risks associated with inadequate or inaccurate compliance. Concepts, industry termino ...

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Statistical techniques provide extremely helpful tools for forecasting future cash flows. This seminar uses practical examples to show how various statistical methods can be used to forecast component ...

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Monte Carlo methods are invaluable resources to evaluate a range of possible outcomes for those forecasting business activities. Through a variety of examples and demonstrations, this course helps att ...

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This Advanced Excel Spreadsheet Analytics course will focus on using Visual Basic for Applications (VBA) script to write functions and custom macros. The use of User Forums which control macro events ...

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This course will take an in depth look at all there is to know about the US analysis and billing statement. All the elements that revolve around balances, services, earnings credits and current regula ...

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This workshop reviews concepts of balance score card and Key Performance Indicators (KPIs) in order to help attendees establish a holistic approach to financial strategy execution. Explore organizatio ...

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The financial planning & analysis profession has experienced rapid growth over the past decade and there is a significant amount of knowledge required to perform at the highest level. Finance professi ...

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Although the vast majority of commercial borrowers have enjoyed low and stable of interest rates over recent years, this phase of the economic cycle inevitably end. At some point, interest rates will ...

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This course introduces the Excel user to the more advanced data analysis features of the product including functions, macros, pivot tables and the Visual Basic for Applications language. Through hands ...

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This course is designed for individuals who have added foreign exchange exposure management to their responsibilities over the past couple of years, individuals cross training for these responsibiliti ...

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Treasury Technology and Security Controls will guide the treasury and finance practitioner through a technology implementation project from the RFP through the final evaluation and assessment. The cou ...

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Learn the topics that are crucial to the treasurer who will be managing an international treasury. Participants learn the basics of foreign exchange, how to read the rates, apply forward points, perfo ...

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The IRS Annual Filing Season Program (AFSP) aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.

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The AFWA National Conference will bring together accounting and finance professionals from across the country for three days of networking and education. Earn up to 17 CPE credits through sessions off ...

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As a young professional in the accounting and finance industry, you have a unique set of needs and questions. AFWA has set aside a day during the 2015 National Conference for you to connect with other ...

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Learn how to create SQL queries that can aggregate data based on the sum, count, average etc. of a numeric data type. We’ll also cover how to use the group by clause to break down the aggregates on a ...

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Learn how to create SQL queries that can aggregate data based on the sum, count, average etc. of a numeric data type. We’ll also cover how to use the group by clause to break down the aggregates on a ...

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Agile methodologies have revolutionized industries worldwide, and now, they're transforming audits. In this CPE course, we’ll explore the agile approach to audit fieldwork, specifically using the Scru ...

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In today’s fast-paced business world, traditional audits often struggle to keep up with evolving risks and stakeholder expectations. Agile auditing provides a dynamic, risk-based approach that enhance ...

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In today’s rapidly evolving audit environment, organizations are increasingly turning to Agile methodologies to improve their audit processes. Agile Audit Planning and Sprint Planning can help audit t ...