We also offer additional live classroom learning options
Custom TrainingWe offer custom training at your firm to provide our curriculum to your staff. This live, instructor taught program is work-shop based and its strength is in the case studies that the attendees will work on. Our instructors will work “hands-on” with your group to ensure that they are practicing with sample tax returns, investment account statements, compensation documents, financial statements and other financial data. They will learn how to organize financial data, practice identifying issues, work on preparing document requests for financial data, practice the most efficient way to communicate information about the data produced to the partner in charge and enhance their skills relating to communicating financial information both in writing and verbally. To contact us about custom training, please email us at firstname.lastname@example.org.
Regional TrainingWe offer regional training in various locations, such as a conveniently located hotels. Our schedule of training for your area will be listed in our newsletters as dates become confirmed. The training curriculum is the same as the custom training described above with the exception being that it is open to all members rather than only to specific firms.
Multi-Firm TrainingIf several firms register for the training together, we offer discounted pricing and will strive to accommodate your busy schedules. This type of training has the added benefit of being a productive opportunity for the members of several firms to work together and develop an enhanced working relationship.
Self Study TrainingWith our busy schedules, we recognize that it is not always possible to attend live training. Accordingly, we offer our training as a self-study course as well. Members may prepare for the exam with our self-study course and meet the requirements for taking the exam. Included with self-study, is the opportunity to have live conversations with our faculty in your area to answer your specific questions and to ensure that you are on the right track. Our experts and certification specialists are here to help you.
Contact Us for Custom TrainingTo schedule custom in-house training for your firm or organization, please contact us with your details including firm name, contact person, number of people to be trained and dates that are convenient for you. One of our training specialists will contact you to discuss your needs and scheduling.