NEW CAPS AND RULES ON CONTINUING EDUCATION.Thought that class in medieval shoe-making might pass as CE? Watch out--the CBA See Capital Builder Account. has announced that effective July 1, a licensee licensee n. a person given a license by government or under private agreement. (See: license, licensor) LICENSEE. One to whom a license has been given. 1 M. Q. & S. 699 n. must meet new CE requirements to renew in active status. Now, a minimum of 50 percent of required CE must be in a technical subject area. Technical areas include: * accounting, * auditing, * taxation, * consulting, * financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against , * computer and information technology (except for word processing word processing, use of a computer program or a dedicated hardware and software package to write, edit, format, and print a document. Text is most commonly entered using a keyboard similar to a typewriter's, although handwritten input (see pen-based computer) and ), * specialized industry or government practices, and * CBA-approved Professional Conduct and Ethics Course. Non-technical subject areas are capped at a maximum of 50 percent of required CE and include: communication skills, word processing, sales, marketing, motivational techniques, negotiation skills, office management, practice management and personnel management. |
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