It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today’s digital world. This course discusses, in detail, why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Finance Delivery Method: QAS Self Study

In many cases, network intrusions, loss of data or even loss of funds is due to a failure to follow simple security basics. This course overviews some effective, common-sense techniques to secure your computer or network and associated data that are both low-cost and low-tech solutions. Tips on detecting social engineering emails and employee education to prevent loss of data and funds to social engineers is also discussed. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Information Technology - Technical Delivery Method: QAS Self Study

You'll learn why the best financial models fail without compelling narratives, and how to structure your presentations so stakeholders not only understand your analysis, but act on it. This isn't about making prettier charts—it's about driving better business decisions through clearer communication. No prerequisites or advanced preparation required. CPE Credits: 1 Hour Field of Study: Computer Software & Application Delivery Method: QAS Self Study

This course examines best practices in accounts receivable management. Accounts receivable management is associated with both credit and collections. These important functional areas work with sales as well as treasury and bank vendors to ensure the maximum realization of cash from sales revenue. Program Level: Basic No prerequisites or advanced preparation required. CPE Credits: 2 Hours Field of Study: Finance Delivery Method: QAS Self Study