No. Anyone in Member Services can help guide you in identifying the best courses that fit your needs. Your Learning Concierge can help you customize your professional development opportunities and customize your education.
Do I have an in-person meeting with them to go over the types of classes I like? Is it online? Over the phone?
You can come in for a personal meeting or call-in and discuss your options over the phone.
Our recommendations are based off of whether you are in public accounting or industry, number of years’ experience you have, if you need tax, A&A, specialty technical topics (yellowbook, NFP, revenue recognition, leases, etc.) or personal development courses (management, communication, presentation, HR, etc.) Your Learning Concierge will also take into account the type of learning you prefer (live seminar, conference, webinar, COE courses, networking opportunities, etc.)
No questionnaire needs to be filled out.
You can use the Learning Concierge service as much as you need it to help plan your professional development for the year.
This FREE to INCPAS members and is part your INCPAS member benefits.