Course Library

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This course describes several key approaches that can help you guide a board of directors to being more effective and efficient.

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This course defines the roles and responsibilities for members of boards of directors in for-profit enterprises.

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This course defines the roles and responsibilities for members of boards of directors in for-profit enterprises.

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Tax laws significantly changed again. Consequently, what you need to know to advise clients on income, estate, and gift taxes is obsolete.  The best way to get up to speed is to take particpoate in Bo ...

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Soon after the SECURE Act passed in 2019, ideas for more retirement account improvements began to circulate. By late 2020, the financial media was excitedly reporting what was in the new legislation. ...

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This presentation will introduce the audience to the science of body language and describe how it can be used in conjunction with other non-verbal communication and an understanding of human behavior ...

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This course describes the reporting requirements necessary for compliance with the Corporate Transparency Act (CTA). These requirements took effect in 2024. Certain business entities, including most c ...

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This course explains how duration is used to measure different types of risk, including market risk and reinvestment risk, which affect the volatility of bonds.

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This course explains how duration is used to measure different types of risk, including market risk and reinvestment risk, which affect the volatility of bonds.

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Adding higher inflation on top of longstanding concerns about rising interest rates makes it wise to consider bond fund alternatives. This class explores the use of conservative asset allocation funds ...

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This webinar reviews of the use of conservative asset allocation funds in place of traditional bond funds in portfolio construction.  Traditional bond funds have been hammered in 2022 and clients will ...

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This course instructs how, in addition to duration, bond investors can use other methods, such as DV01, convexity and modified duration, to measure a bond's risk.

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This course instructs how, in addition to duration, bond investors can use other methods, such as DV01, convexity and modified duration, to measure a bond's risk.

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This course instructs how, in addition to duration, bond investors can use other methods, such as basis point value (BVP), convexity and modified duration, to measure a bond's risk.

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This course instructs how, in addition to duration, bond investors can use other methods, such as basis point value (BVP), convexity and modified duration, to measure a bond's risk.

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This module will examine in depth the criteria for deciding if a bond is likely to yield a sufficient return.

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This course applies the principles of yield, also known as the general method used for determining average rate of growth of value, to the specific case of bonds. To complete the calculations for this ...

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This course applies the principles of yield, also known as the general method used for determining average rate of growth of value, to the specific case of bonds. To complete the calculations for this ...

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This module provides an overview of the purpose, characteristics and pricing of bonds.

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Closing your books at the end of the month should already be part of your routine. A financial month end close is a snapshot of all financial activity and transactions for the month, which includes bi ...

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 The bookkeeper needs a comprehensive knowledge of the practical aspects of accounting. This means understanding how to issue billings, process cash receipts, calculate depreciation, construct a chart ...

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The Bookkeeping Guidebook course shows the bookkeeper how to use the double entry system, create journal entries, and record information in a general ledger. With this framework in place, the course a ...

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Bookkeeping engagements require control processes just as much as attest functions do. This webinar will cover bookkeeping engagements and the SSARS guidance that accounting professionals are required ...

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This course continues our exploration into the bookkeeping function. We introduce the concepts of single-entry and double-entry bookkeeping as well as the accounting equation. This allows us to delve ...

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A core premise of accounting deals with the concept of journals, ledgers, and journal entries. The need for various journals or ledgers may depend on the size and structure of the organization. Bookke ...

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For the average investment adviser, the prospect of managing the administrative and compliance aspects of the daily operations of the firm can be daunting. This pressure is further multiplied by recen ...

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In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compens ...

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Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prev ...

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As a leader, you think about hiring the right people, growing your client base, expanding your platform and delivering great customer service. But do you have a five-year plan for growth in these area ...

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Overview of the Course The Exit Planning Fundamentals For Advisors one-day workshop is focused on education and training related to a specialized niche practice area that we refer to as "Exit Planning ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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In this webinar, you’ll learn how to maximize your use of QuickBooks and save time. You’ll learn about key QuickBooks features and learn answers to your QuickBooks dilemmas. Upon completion of this co ...

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This fast-paced course is loaded with content for the new or veteran manager. Tips for conducting performance evaluations, managing various personality types, and motivating your team are explored dur ...

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Donald Kong will be the presenter.  Donald will help the participants to understand boundaries and to set priorities to know when to say yes and how to say no.  Participants will learn the common boun ...

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Since last month's class, strong monthly data on job growth, unemployment, housing starts, and retail sales flattened or sank sharply, and the LEI declined for a sixth month in a row, signaling a rece ...

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Step into the world of "Brand Brilliance" where personal branding moves beyond theory to an art form. This session is your guide to developing a dazzling personal brand that echoes your unique profess ...