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What’s Coming Next: Technology for Today’s Financial Professional - Part 1

Earn 1 CPE Credit!

Price $19

All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Exam purchase includes

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Instructor discussion forum


The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now. This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today. "

  • Identify and appraise which emerging technologies will impact your organization in the coming year and learn how to incorporate the new developments into your existing workflows.
  • Evaluate various methods of real-- time information reporting (e.g. dashboards) and how to implement a solution for your organization.
  • Define the characteristics of the virtual office and explain how the different components work independently and together. You will be able to evaluate and determine what technology should be implemented into your organization.
  • Recognize the major security issues that an organization will face in the coming year.
  • None
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  • Basic
  • 103648