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IntermediateInformation Technology

Describe the basics of blockchain technologies and its current and future impact on the FA industry.

Recall the available blockchain options.

Recognize the various blockchain offerings to clients and customers.

Recall how smart contracts, stablecoins, and other market innovations are driving investment choices in the blockchain space.

Author: Sean Stein Smith
Course Hours: 7.5
Non-Member: $319.00
CFADFW Member: $271.15
On-Demand Links: Click Here to Access
  
IntermediateInformation Technology

Recognize the potential impact blockchain will have on the financial services sector

Examine the opportunities for blockchain in the financial services sector

Analyze the challenges, risks and benefits in a blockchain adoption

Examine the financial, organizational and compliance/ regulatory consequences of a blockchain adoption

Author: Sean Stein Smith
Course Hours: 5
Non-Member: $319.00
CFADFW Member: $271.15
On-Demand Links: Click Here to Access
  
BasicBusiness Management & Organization

Recognize the role that a virtual or outsourced CFO can provide to companies.
Identify the key competencies needed for a virtual CFO role.
Recognize the service options and business models available for virtual CFOs.
Recall the readiness assessment needed before starting the virtual CFO role.

Author: Robin Thieme
Course Hours: 4.5
Non-Member: $109.00
CFADFW Member: $92.65
On-Demand Links: Click Here to Access
  
IntermediateBusiness Management & Organization
Author: Sean Purcell
Course Hours: 8
Non-Member: $195.00
CFADFW Member: $165.75
On-Demand Links: Click Here to Access
  
BasicBusiness Management & Organization
Author: Sean Purcell
Course Hours: 7
Non-Member: $169.00
CFADFW Member: $143.65
On-Demand Links: Click Here to Access
  
BasicFinance
Author: Wallace Davidson, Ph.D
Course Hours: 2
Non-Member: $75.00
CFADFW Member: $63.75
On-Demand Links: Click Here to Access
  
BasicSpecialized Knowledge
Author: Gary Trugman CPA/ABV, MCBA, ASA, MVS
Course Hours: 17
Non-Member: $255.00
CFADFW Member: $216.75
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 19.5
Non-Member: $669.00
CFADFW Member: $568.65
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 2.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 4
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 4
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 19.5
Non-Member: $669.00
CFADFW Member: $568.65
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 2
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 1.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 1.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 3.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 2
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 20
Non-Member: $669.00
CFADFW Member: $568.65
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 2
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
Intermediate/AdvancedSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 1.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 4
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 2.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 4
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
  
IntermediateSpecialized Knowledge
Author: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Course Hours: 1.5
Non-Member: $99.00
CFADFW Member: $84.15
On-Demand Links: Click Here to Access
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