Course Library
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Often times, people take on the role of executor thinking that it only involves making sure the deceased’s assets get to the right beneficiary. However, it is much more than that. The executor is the ...Program Level:
MixedDelivery Method:
- Group Live
Location:
- NC
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Becoming the Preeminent Financial Influencer in Your Clients’ Lives
16-Jul-2024 The Financial Planning Association of MinnesotaField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
There are many influencers in life, from athletic icons to social media influencers. Financial advisors need to transcend the perspective of being just an investment advisor and become their clients' ...Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides both an overview and an in-depth discussion for those buying and implementing major technology systems.Delivery Method:
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
This course provides both an overview and an in-depth discussion for those buying and implementing major technology systems.Delivery Method:
- QAS Self Study
-
Credit Hours:
- 1 - 4 credits
Description:
This course provides both an overview and an in-depth discussion for those buying and implementing major technology systems.Delivery Method:
- QAS Self Study
-
Description:
This course provides both an overview and an in-depth discussion for those buying and implementing major technology systems.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
Description:
Beginner’s Guide to Microsoft Excel: Part 1 October 17th, 2019, 3:00 PM to 4:40 PM, ET If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel exper ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Description:
In Part 2 of this practical webinar, Excel expert, David Ringstrom, CPA, will expand on the information he covered in part 1 of this series. You’ll learn even more ways to save time working with Excel ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel expert David Ringstrom, CPA, takes you through the basics of Excel spreadsheets, so you’ll b ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this comprehensive presentation, Excel expert, David Ringstrom, CPA, expands on the information he covered in part 1 of this series. You’ll see even more ways you can save time working in Excel wit ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel expert David Ringstrom, CPA, takes you through the basics of Excel spreadsheets, so you’ll b ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
-
Credit Hours:
- 1 - 4 credits
Description:
If you’ve never worked with Excel spreadsheets, or if you haven’t used them for several years, this webinar is designed for you. In this webinar, you’ll learn how to create and use Excel spreadsheets. ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Credit Hours:
- 1 - 4 credits
Description:
If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel expert David Ringstrom, CPA, takes you through the basics of Excel spreadsheets, so you’ll b ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Beginner’s Guide to Microsoft Excel: Part 1 May 3rd, 2018, 3:00 PM to 4:40 PM, ET If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel expert Dav ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
- QAS Self Study
Location:
- VA
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
If you’ve never worked with Excel spreadsheets or haven’t for several years, this webinar is for you. Excel expert David Ringstrom, CPA, takes you through the basics of Excel spreadsheets, so you’ll b ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In Part 2 of this practical webinar, Excel expert, David Ringstrom, CPA, will expand on the information he covered in part 1 of this series. You’ll learn even more ways to save time working with Excel ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Behavioral Based Interviewing (BBI)
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning, LLCField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Proper utilization of behavior-based interviewing techniques can dramatically improve your chances of hiring the right people. You'll avoid candidates who look great on paper and even sound great in t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 5 - 8 credits
Description:
Get ahead of the curve by learning how to use the Behavioral EQ Model which incorporates the concepts of emotional and behavioral intelligence. Competency research in over 200 companies and organizati ...Delivery Method:
- Group Live
-
Description:
Managers must routinely make decisions where there are ethical considerations. Behavioral Ethics provides guidance for how to proceed through these tangled situations. It does so by discussing the dif ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
- MA
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
The Behavioral Ethics course discusses the different theories of how people deal with ethical dilemmas and goes on to cover a number of issues that can impact these decisions. Examples of these issues ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the different theories of how people deal with ethical dilemmas and goes on to cover a number of issues that can impact these decisions. Examples of these issues are contextual f ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
You are about to make an important ethical decision, one that affects you and your client or organization. Make the right decision and everything is fine. Make the wrong decision and Who can you turn ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
The Internal Revenue Service routinely processes more than 240 million tax returns each year, many of them prepared by tax professionals. Not surprisingly, as tax law becomes increasingly complex, tax ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Description:
Behavioral Finance Course Overview Behavioral finance is the study of the influence of psychology on the behavior of financial practitioners. In course, you will learn about the wide range of decision ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
Sir Isaac Newton, one of the most influential scientists of all time, made seminal contributions in almost every field he ventured into including mathematics, physics, optics, astronomy, and even theo ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Behavioral Finance: Tips for Insurance Product Investing
15-Oct-2021 Affordable-Success-FirstChoice-ClienTellField of Study:
- Finance
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
— Investing in insurance security products (i.e., mutual funds, ETFs, annuities, etc.) can be challenging to consumers with little or no technical training in these areas. It is up to the insurance pr ...Delivery Method:
- Group Live
Location:
- CA
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond t ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Behavioral finance has shown that all people, even financial experts, are prone to making irrational and suboptimal financial decisions. It also explores how people have wants that extend far beyond t ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Behavioral Finance: The Nature of Investing
15-Dec-2015 The Financial Planning Association of MinnesotaField of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
Biomimicry and complex adaptive systems (CAS) provide intellectual frameworks that are rooted in science, inherently adaptive and creative. These characteristics provide a great complement to many of ...Delivery Method:
- Group Live
Location:
- NM
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Detailed data analysis is the primary tool for spotting fraud within an organization. What has been missed is that fraud is committed by people, and people engage in fraud based on behavioral conditio ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
This course will provide participants with a look behind the boardroom doors to evaluate the effectiveness of corporate governance systems. Todays corporate directors, and the executive teams with wh ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides participants with a look behind the boardroom doors to evaluate the effectiveness of corporate governance systems.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides participants with a look behind the boardroom doors to evaluate the effectiveness of corporate governance systems.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course provides participants with a look behind the boardroom doors to evaluate the effectiveness of corporate governance systems.Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This course will provide participants with a look behind the boardroom doors to evaluate the effectiveness of corporate governance systems.Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
- Business Management and Organization
- Communications and Marketing
- Computer Software and Applications
- Management Services
- Personnel/Human Resources
- Specialized Knowledge
- Taxes
Description:
The most important financial transaction of your clients’ lives is exiting their businesses, and you are the cornerstone of their success. The National Conference—the largest gathering of Exit Plannin ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CO
-
Field of Study:
- Business Law
- Business Management and Organization
- Finance
- Personnel/Human Resources
- Specialized Knowledge
- Taxes
Credit Hours:
- 21 + credits
Description:
This Exit Planning Series is the second in a three part professional education process leading to certification from the best-known Exit Planning organization. Completing the Advanced Exit Planning se ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Law
- Business Management and Organization
- Personnel/Human Resources
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
BEI Boot Camp for Advisors - Basic Exit Planning Foundations provides you with: -The ability to approach, present and engage business owners through Exit Planning. -The competitive advantage to set y ...Delivery Method:
- Group Live
Location:
- CO
-
BEI Boot Camp for Advisors - Basic Exit Planning Foundations - Online
Business Enterprise Institute, Inc.Field of Study:
- Business Law
- Business Management and Organization
- Personnel/Human Resources
- Specialized Knowledge
- Taxes
Credit Hours:
- 9 - 12 credits
Description:
In this program, participants will develop an awareness of the breadth and scope of the planning service referred to as Exit Planning for business owner clients. More specifically, participants will ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Business Management and Organization
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Overview of the Course The Exit Planning Fundamentals For Advisors half-day workshop is focused on education and training related to a specialized niche practice area that we refer to as "Exit Plannin ...Program Level:
BasicDelivery Method:
- Group Live
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