Course Library
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Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
This one-hour presentation discusses what you need to know about the recently passed SECURE Act 2.0 and will break down all the updates to Emergency Savings. Our attorneys will be walking you through ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
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Breaking Down SECURE 2.0: Long-Term Part-Time Employees Proposed Regulations
18-Dec-2023 Poyner Spruill LLPField of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
We are ending our 2023 Benefits Bites series where we started: talking about long-term part-time employees. The IRS’s Black Friday doorbuster special came in the form of proposed regulations on long ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Law
Credit Hours:
- 1 - 4 credits
Description:
Join us as we discuss what you need to know about plan corrections after SECURE 2.0, including IRS Notice 2023-43 providing guidance on the expansion of the EPCRS. Our attorneys will walk you through ...Program Level:
1Delivery Method:
- Group Internet Based
Location:
- NC
-
Field of Study:
- Business Law
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
This one-hour presentation discusses what you need to know about the recently passed SECURE Act 2.0 and will break down all the updates to Student Loan Matching. Our attorneys will be walking you thro ...Program Level:
1Delivery Method:
- Group Live
Location:
- NC
-
Breaking the Mold: How DEI and Human Capital Reporting are Reshaping Accounting
02-May-2023 MY-CPE LLCField of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful webinar on Human Capital Reporting and DEI (Diversity, Equity, and Inclusion) for Accountants. Human capital refers to the skills, knowledge, and experience possessed by an i ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course covers the physical crudes that underpin the market, the instruments that are traded, and how the market is assessed by the price reporting agencies. You’ll learn about how Brent is used a ...Delivery 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
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Brexit and the US Elections: How These Events Could Impact Your Portfolio
20-Sep-2016 NFP/WealthspireField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course is centered around the U.S. Presidential election held November 2016. With the election taking place, ACG looks at the candidates' views on different topics and how each view could impact ...Program Level:
Intermediate to AdvancedDelivery Method:
- Group Live
Location:
- VA
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BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes
30-Jun-2016 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
With the European Union in turmoil, this class reviews the composition and past performance of the MSCI EAFE Index and the MSCI EM (Emerging Markets) indexes. Volatility of world equity markets has in ...Delivery Method:
- Group Internet Based
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Learn to protect your organization by effectively incorporating anti-bribery and corruption compliance policies, as well as effective detection and investigation procedures, into your anti-fraud strat ...Delivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Learn to protect your organization by effectively incorporating anti-bribery and corruption compliance policies, as well as effective detection and investigation procedures, into your anti-fraud strat ...Delivery Method:
- Group Live
Location:
- FL
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 13 - 16 credits
Description:
Learn to protect your organization by effectively incorporating anti-bribery and corruption compliance policies, as well as effective detection and investigation procedures, into your anti-fraud strat ...Delivery Method:
- Group Live
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Behavioral Ethics
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAF340Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAF340Delivery Method:
- Group Live
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
OAF340Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Commercial bribery comes in many forms and is notoriously difficult to prevent, detect, and investigate. In this practical webinar, youll learn what commercial bribery is and the changes you can impl ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Commercial bribery comes in many forms and is notoriously difficult to prevent, detect, and investigate. In this practical webinar, youll learn what commercial bribery is and the changes you can impl ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Bribery, corruption and money laundering are often regarded as acceptable costs of doing business, particularly in international exchanges. This course illustrates the importance of combating these fr ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
How to better use philanthropic tendencies to improve retirement outcomes.Program Level:
IntermediateDelivery Method:
- Group Live
-
Bridging the Gap Between Agile and Waterfall Projects
04-Nov-2020 UNC Charlotte Extended Academic ProgramsField of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This course introduces both the Agile framework as well as Waterfall project methodology. Then it dives into how you can bridge the gap between the two by merging them together. The benefits realized ...Program Level:
mixedDelivery Method:
- Group Internet Based
Location:
- NC
-
Bridging the Gap: How to Talk to Clients About Tapping into Their Home Equity
Alliance of Comprehensive Planners, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Elderly homeowners own more than $11 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden w ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- WA
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Are generational gaps in your workplace causing communication challenges? Embrace the power of understanding and empathy with our transformative course: Bridging the Generational Divide: Millennials a ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
Learn why and how to develop leaders in your organization. Identify people who can be considered part of the succession plan when the management team retires. Develop people to understand the core lea ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Business Management and Organization
Credit Hours:
- 5 - 8 credits
Description:
Learn why and how to develop leaders in your organization. Identify people who can be considered part of the succession plan when the management team retires. Develop people to understand the core lea ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 13 - 16 credits
Description:
In this hands-on course, you will learn to design and deliver a professional and memorable presentation. You will practice building and organizing content, understanding your audience, creating a “wow ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Today’s business climate dictates that you will need to continue to rely on third parties which means managing the associated risk. With the ever changing environment, effective third party risk manag ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- KY
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
If you are an Office 365 subscriber, you should know that Microsoft is bringing artificial intelligence to your Excel workbooks. These leading-edge features include Ideas, new data types, the ability ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- QAS Self Study
-
Field of Study:
- Communications and Marketing
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Program Level:
NoviceDelivery Method:
- Group Internet Based
- 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
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Credit Hours:
- 1 - 4 credits
Description:
Provides how to bring together systems and tools to enhance client relationships and build a valuable wwalth mangement business.Delivery Method:
- Group Live
-
Field of Study:
- Communications and Marketing
Description:
What we’re experiencing now is unprecedented, but we have all faced fear, confusion, anxiety, and panic in the past. Those who pull through times of crisis are led by sound principles, a positive atti ...Program Level:
OverviewDelivery Method:
- Group Internet Based
- Group Live
Location:
- NC
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
To update financial professionals working for broker-dealers on the latest rules and regulations from FINRA, CFTC and PCAOB, and show them the best ways to handle these rules.Delivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
Hear directly from FINRA, CFTC and PCAOB regulators on their latest initiatives and key priorities. Discover how these decisions may influence your company's practices and bottom line, get critical up ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Accounting
Credit Hours:
- 9 - 12 credits
Description:
Hear directly from FINRA, CFTC & PCAOB regulators on their latest initiatives & key priorities. Discover how these decisions may influence your company's practices & bottom line, get critical updates ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this informative self-study webinar, you will quickly be brought up to speed on the PCAOB's latest reports & inspections related to audits of broker-dealers, & gain a number of useful tips & valuab ...Delivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this informative webinar, you will quickly be brought up to speed on the PCAOB's latest reports and inspections related to audits of broker-dealers, and gain a number of useful tips and valuable in ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This program will focus on the many significant developments in the regulation and oversight of broker-dealers. More than five years after its enactment, new rules continue to be promulgated under the ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This program will focus on the many significant developments in the regulation and oversight of broker-dealers. More than five years after its enactment, new rules continue to be promulgated under the ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This program will focus on the many significant developments in the regulation and oversight of broker-dealers. More than five years after its enactment, new rules continue to be promulgated under the ...Delivery Method:
- Group Live
Location:
- NY
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
This program will focus on the many significant developments in the regulation and oversight of broker-dealers. More than five years after its enactment, new rules continue to be promulgated under the ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
This module covers new regulations for brokerage operations that have arisen in the first part of the new millenium.Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
This module provides an overview of the duties of the Purchase and Sales Department in five areas: Recording, Figuration, Comparison and reconcilement, Confirmation and Booking.Program Level:
BasicDelivery Method:
- QAS Self Study
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