Miscellaneous

Managing People: Best Practices for a Better Office v1.1

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 parts of being a leader is cultivating a good team. But how do you do that – especially if you don’t have a background in human resources? In this course, we will explore how financial leaders can be better managers. Through case studies, statistics, and sharing best practices, we will explore how to get the best from employees and create an environment that employees want to come back to day in and day out.

Learning Objectives:

After completing this course, participants should be able to:

  • Identify which employee benefits employees care about the most according to survey data.
  • Recognize basic employment documents.
  • State the major parts of the employee handbook.
  • Name the major leadership styles and behavioral biases that exhibit themselves in the workplace.
  • Distinguish factors to consider before writing an employee recommendation letter


Prerequisites/Advanced Preparation:

None

Speaker / Author:

David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC.

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Price (USD)

Standard: $62.38

Details

Course Code : 99PET30-v1.1

Release Date : 05/08/2024
Expire Date : 05/31/2026
Credits :
CPE 2.50
QAS 2.50
Length : 2hr 5min
Course Level : Overview
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Personnel/Human Resources

Theme : Miscellaneous

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