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This dynamic and insightful check-in is designed for financial professionals seeking to elevate their career and service offerings. This course draws inspiration from the experiences and strategies of renowned financial advisors and Excel experts like Carlos Dias Jr. and Jeff Lenning. Participants will delve into three key areas of professional development, each aimed at boosting efficiency, client relations, and industry knowledge.
Learning Objectives:
- Identify the impact of multilingual abilities in financial advising
- Determine how to set aside time to practice automating manual tasks using Excel
- Justify the importance of collaboration in professional growth
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FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
QUESTION 1: 0:03:13 minutes
QUESTION 2: 0:08:56 minutes
QUESTION 3: 0:17:07 minutes
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
Carlos Dias Jr.
Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
Jeff Lenning, CPA, CITP
Excel University
Author of Excel University
jeff@excelu.com
(949) 200-7688
Award-winning instructor Jeff Lenning has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient.
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About Our Presenter
CPAacademy.org Check-In is an online publication designed to make your learning journey simple and enjoyable! Here at CPAacademy.org, we understand the importance of staying up-to-date in the accounting profession. We created our Check-In to supplement your CPE requirements and stay ahead of the curve. Check-In features discussions with top thought leaders in accounting and business, offering you invaluable insights on timely topics as well as timeless knowledge.
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