CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Top PDF Features You Should Know

4 Credits: Computer Software & Applications

$196.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Format
Webcast
Course Level
Intermediate
CPE Credits

4 Credits: Computer Software & Applications

Course Description

Unlock the full potential of PDFs with this comprehensive course designed for professionals who want to streamline their work with these ubiquitous documents. You’ll delve into the wealth of features offered by Adobe Acrobat and other PDF tools, gaining skills that will make a significant impact on your efficiency. Learn how to create and manage PDF forms, apply advanced redaction techniques, convert documents between PDF and Office formats, and utilize electronic signatures for faster approval processes. The course also teaches how to apply tick marks, build indices, and secure your documents, ensuring that your work with PDFs is not only efficient but also secure and compliant. Whether you’re compiling financial reports, managing contracts, or organizing documentation, this course equips you with the skills to handle PDFs like a pro, enhancing both your productivity and the quality of your work.

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Learning Objectives

Upon completing this course, you should be able to:

  • Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs
  • Cite examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data
  • List examples of ways to markup and edit PDF documents, including applying tick marks
  • Differentiate between options for securing PDF documents and facilitating electronic approvals and signatures
  • Differentiate between options for converting PDF documents to Word and Excel files
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Course Specifics

Course ID
WC1222285285
Revision Date
May 20, 2022
Prerequisites

Fundamental knowledge of basic PDF operations

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …