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(LIOT15/27) Building a Better Team – Being a Better Teammate

While accountants deal with many complicated code sections and analytical issues, perhaps the most difficult thing that every financial professional deals with is how to create a good office environment. Utilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships...

$90

(LIOT16/27) Managing People – Best Practices for a Better Office

You have probably heard the saying that "employees quit managers - not companies." Perhaps this has never been more true than now - when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important...

$90

(LIOT17/27) Lifecycle Financial Planning – Assessing Client Needs & Building a Plan

True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...

$65