myCPE
myCPE

Complete Guide to become a Catalyst CFO (CGCC)

Be a Catalyst CFO

Ratings
  • rating
  • rating
  • rating
  • rating
  • rating
Last Updated

January, 2025

Multiple
79.5
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

CFO, the financial controller, needs mastery of a variety of subjects to successfully play the role of a catalyst CFO. Driving cost efficiencies, identifying profitable opportunities, complex accounting-finance-performance issues, and mapping out short & long-term organizational goals - are some of the key functions a CFO needs to manage. As businesses are dealing with increased complexity, the expectation from every CFO is to prove to be a Catalyst. This certification helps you prepare with the pivotal aspects of how to execute your role and be a Catalyst CFO.

Get Deeper Understanding of:

  • Obstacles & opportunities with Big data and accelerated analytics
  • Taxes, Real Estate, Estate Planning, Cash & Credit Management Issues
  • Capital budgeting and strategies for the financial close process
  • Crucial elements of the digital transformation strategy

Recommended For:

  • This advanced certification is created keeping in mind the requirements of a successful CFO to play his role skillfully and can be path-breaking for professionals such as CPAs in key positions.
  • This course can provide valuable insights and pointers to professionals aspiring to take the position of a CFO.
  • The certification can also be helpful to Business owners, Managers, Professionals, and students in understanding the role of a CFO and learning from the same.

Why take a Complete Guide to become a Catalyst CFO (CGCC) with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • CEO
  • General Manager
  • Director
  • President
  • Business Consultant
  • Entrepreneur

Value Addition to your skills

  • Negotiation and influencing skills
  • Attention to detail and analytical skills
  • Critical thinking skills
  • Problem-solving skills
  • Project Management skills
  • Planning and Organizational skills

Courses

Course Title Time Credits
1. Thinking and Acting Strategically as CFO
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To establish a strategic management process at your organization.
  • To facilitate the development and implementation of strategy at your organization.
  • To identify how to play an important and leading role in the strategic planning and management of your organization.
2. Your First 100 Days as CFO
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Management Services for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Practice Management (Management Advisory Services) for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Management Services for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Management Services for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Management Services for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Management Services for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Management Services for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Practice Management (Management Advisory Services) for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Management Services for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Management Services for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Management Services for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Management Services for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Management Services for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Practice Management (Management Advisory Services) for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Management Services for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Management Services for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Management Services for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Management Services for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To describe the competencies of the modern CFO and identify team-building principles to maximize alignment and commitment of your staff.
  • To develop a strategic plan for developing and improving the finance function.
  • To describe change management principles and an approach for undertaking a major organizational initiative.
3. The Credible CFO Driving Growth & Delivering Predictability
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • To explore how credibility ties to the growth agenda
  • To assess the credibility of the finance function and recognize how to establish people’s credibility
  • To identify how to establish process and technology credibility
4. Change Management Being A Catalyst CFO
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Business performance, management for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Business performance, management for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Business Mgmnt and Org for CPA in Canada 1.5 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1.5 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Business performance, management for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To discuss the need for change and the characteristics of a catalyst leader.
  • To implement change management principles to your next major strategic initiative.
  • To explore and apply various models to facilitating change inside any organizational structure.
5. Elevating the Controller's Role
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To analyze the Controller’s role and main job functions.
  • To discuss the requirements for job qualifications and changing roles.
  • To inspect where the controllers spend their time.
6. The Controller's Role in Strategic Planning, Risk Management, and Internal Controls
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Reporting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Reporting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Reporting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
  • Defining strategic planning and exploring the controller’s challenges in the strategic planning process
  • Risk Management and internal controls
  • The controller’s role in strategic planning
7. GAAP Principles, Assumptions and Considerations
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
  • To discuss the history of GAAP and why the accounting and GAAP principles are of strategic importance to the profession.
  • To analyze the GAAP assumptions, principles, and considerations and their application.
  • To explain the GAAP rules and standards and analyze how to apply GAAP principles, assumptions, and considerations to the financial statements
8. The Controller Function: Cash Flow, Cash Flow System, and Strategic Investing
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To explore basic cash objectives and strategic Investing. 
  • To evaluate cash flow & cash collections, identify cash flow basics, and explore strategic cash flow.
  • To explore the technology and its role in cash flow systems.
9. Accounting for Leases - Deep Dive
3 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 3 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 3 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3 CPD Eligible
Accounting for CIPM 3 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 3 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 3 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3 CPD Eligible
Accounting for CIPM 3 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 3 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 3 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3 CPD Eligible
Accounting for CIPM 3 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
  • To identify the purpose, updated lease standard, and its effective date.
  • To identify the types/classifications of leases for lessees/lessors.
  • To analyze and recognize how to account for a lessee’s and lessor's leases & their disclosures.
10. Revenue Recognition (ASC Topic 606): Overview
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
  • To discuss the new revenue recognition core principles and the five-step revenue model.
  • To identify the impact of the new standard on various revenue concepts.
  • To analyze the impact of the standard on various industries.
11. The Controller's Role in Strategic Inventory Management
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To explore the basics of inventory, recognize the inventory terms, and the purpose and importance of inventory management systems.
  • To recall the advantages and disadvantages of inventory management systems
  • To examine the controller’s strategic role in inventory and management of metrics.
12. The Controller's Role in Inventory Valuation, and Inventory Fraud
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To examine inventory valuation and identify methods for inventory tracking and physical inventory procedure.
  • To discuss fraud inventory controls.
  • To analyze inventory manipulation methods.
13. The Controller's Manual for Overheads, Direct and Indirect Costs, and their Allocation Methods
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for CPA in Canada 1 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for CPA in Canada 1 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for CPA in Canada 1 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • To identify overhead costs and examine the types of fixed and variable overhead costs. 
  • To explore overhead allocation measures and overhead rate calculations.
  • To analyze activity-based costing and review the responsibilities of the controller for overhead costs.
14. The Controller's Guide to Financial Statement Preparation and Presentation
2.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2.5 CPD Eligible
Accounting for CIPM 2.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2.5 CPD Eligible
Accounting for CIPM 2.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2.5 CPD Eligible
Accounting for CIPM 2.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2.5 CE Eligible
  • To explain the purpose of the FS, and how to prepare a BS, IS, Statement of SE, and SCF.
  • To identify basic analytic ratios for the BS, IS, and SCF.
  • To analyze the components of notes to the FS and identify the need for and uses of supplemental information to the FS
15. Analyzing Financial Ratios - Leverage
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Accounting for CIPM 1.5 PL Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Accounting for CIPM 1.5 PL Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Accounting for CIPM 1.5 PL Eligible
  • To identify the types of leverage ratios and evaluate the purpose and calculation of various leverage ratios.
  • To explore the concept of capital structure ratios.
  • To discuss a comprehensive example of ratio calculation.
16. Analyzing Financial Ratios - Performance and Efficiency
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
  • To identify the types and purpose of efficiency ratios including Sales and Inventory, AR turnover, Asset turnover, and Inventory turnover.
  • To analyze the purpose of performance ratios.
  • To review various performance ratios and how to analyze the results including Days sales outstanding, Cash Conversion cycle, Days payable outstanding, Days inventory outstanding, and Days payables outstanding.
17. Analyzing Financial Ratios - Solvency, Liquidity, and Debts
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To analyze basic financial ratio analyses and math concepts to explore the concept of solvency ratios.
  • To discuss the concept of liquidity ratios.
  • To review math theories to analyze ratio changes and explore a comprehensive example of ratio calculation.
18. The Controllers' Role in Data Analytics and Big Data
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
  • To explore the controller's increasing role in data analytics by examining the surge in Big data, evaluating the process of big data analytics, and examining the benefits and challenges of big data analytics
  • To identify sources of Big Data Technology and examples of big data use for analysis.
  • To review the overall impact of Big Data and identify actions that the Controller can take to accelerate data analysis
19. The Controller's Role in the Financial Close
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
  • To define the process for closing the books and explore the purpose of a timely closing.
  • To identify the preliminary steps to take before beginning the process of closing the books.
  • To outline the steps to complete the monthly close process and describe the process involved in the annual accounting close.
20. The Controller's Guide to Managerial Accounting and Cost Principles
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Management Accounting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Managerial accounting/reporting for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Management Accounting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Managerial accounting/reporting for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Accounting for CPA in Canada 1.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Management Accounting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Accounting for CIPM 1.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Managerial accounting/reporting for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To explore the distinguishing features of managerial accounting. 
  • To explain the difference between a merchandising and a manufacturing income statement.
  • To identify trends in managerial accounting.
21. The Controller's Primer for Sales, Collection, and Customer Credit
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
  • To analyze how the sales and collection processes intersect. 
  • To define the collections process and discuss the challenges of the collection process.
  • To identify steps to include in the collection process and review the collections in today’s world.
22. The Treasury Function Part 1: Cash, Liquidity and Investments
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Treasury policies and procedures for Certified Treasury Professional (CTP) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Treasury policies and procedures for Certified Treasury Professional (CTP) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Treasury policies and procedures for Certified Treasury Professional (CTP) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To explore cash forecasting, investments, and banking. 
  • To examine WC and monitor and understand cash concentration
  • To examine how to prepare a cash forecast
23. Working Capital Management
3 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Working Capital Management for Certified FP&A Professional (FP&A) 3 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Working Capital Management for Certified FP&A Professional (FP&A) 3 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Working Capital Management for Certified FP&A Professional (FP&A) 3 CE Eligible
  • To recognize the components of working capital and calculate net working capital
  • To explore the factors that determine the risk appetite of an organization and recognize how risk affects a firm’s approach to managing working capital.
  • To identify working capital opportunity costs and the tradeoffs between liquidity risk and return on assets
24. Analyzing The Company’s Liquidity Using The Cash Conversion Cycle
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Accounting for CIPM 2 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To identify Cash Conversion Cycle, its calculation, and its impact on a company’s liquidity.
  • To recognize inventory issues including costing methods, financing, and cost containment.
  • To analyze the application of the Cash Conversion Cycle through case studies.
25. Advanced Cash Flow Analysis
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Cash Flow Forecasting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Cash Flow Forecasting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 2 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Cash Flow Forecasting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for CIPM 2 PL Eligible
  • To identify Business (EBITDA) & Personal Cash Flow Analyses as tools for advanced Cash Flow Analysis.
  • To recognize Global Cash Flow: Combining the Business and Personal Cash Flows.
  • To analyze Cash Flow Projections & Sensitivity Analysis, and recognize CRE Cash Flow Analysis including Investment Models.
26. Cash And Credit Management: The Lifeblood of the Business
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Working Capital Management for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Working Capital Management for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 2 CPE Eligible
Working Capital Management for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To discuss credit analysis including the five “C’s” of credit and analyze the “four” basic financial statements.
  • To recognize a “five-step” financial statement analysis model including cash flow analysis and review basic & advanced “cash management” tools.
  • To discuss effective “collection” techniques including the “legal” aspects of collections and “negotiation skills” for collecting cash.
27. Commercial Real Estate Lending In Today’s Market
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified Treasury Professional (CTP) 2 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified Treasury Professional (CTP) 2 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified Treasury Professional (CTP) 2 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To gain an understanding of how banks process commercial real estate loans and review the basics of commercial real estate including types of properties, environmental issues, and demand/supply in the current market.
  • To recognize the commercial real estate loan solicitation, underwriting, approval, documentation, closing, and monitoring process.
  • To analyze various loan documentation issues and identify how to negotiate commercial real estate loans.
28. Capital Budgeting
3 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 3 CE Eligible
Certified Wealth Strategist (CWS) 3 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 3 CE Eligible
Certified Wealth Strategist (CWS) 3 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 3 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 3 CE Eligible
Certified Wealth Strategist (CWS) 3 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 3 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL Eligible
  • To identify capital budgeting, the steps undertaken in developing and implementing capital budgets, and the relevant and irrelevant costs related to capital budgeting.
  • To identify and calculate the pre-tax and post-tax cash flows related to - the initial investment of a capital project - during the period the project is in operation from revenue, operating expense, and changes to working capital - the end of a capital project’s life.
  • To explore the methods payback method, discounted payback method, NPV, IRR for acceptability of a project, advantage, and limitations.
29. Corporate Planning, Budgeting, And Forecasting
4.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Finance for CPA in Canada 4.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 4.5 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 4.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 4.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Certified Wealth Strategist (CWS) 4.5 CE Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 4.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 4.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 4.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
CPA - Ireland 4.5 CPD Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Finance for CPA in Canada 4.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 4.5 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 4.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 4.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Certified Wealth Strategist (CWS) 4.5 CE Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 4.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 4.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 4.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
CPA - Ireland 4.5 CPD Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Finance for CPA in Canada 4.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 4.5 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 4.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 4.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 4.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Certified Wealth Strategist (CWS) 4.5 CE Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 4.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 4.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 4.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 4.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
CPA - Ireland 4.5 CPD Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
  • To explore how strategic planning determines the path an organization chooses for its long-term goals.
  • To explore various models and how to use them for strategic planning.
  • To explore and develop an understanding of how management uses budgets to motivate, control, communicate, and influence.
30. Corporate Risk Management
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Enterprise risk management for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Enterprise risk management for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Risk Management for Chartered Financial Consultant (ChFC) 2 CE Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 2 CE Eligible
Risk Management Governance for Certification in Risk Management Assurance (CRMA) 2 CPE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 2 CE Eligible
Risk Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Enterprise Risk Management for Certified Treasury Professional (CTP) 2 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Risk Management for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Enterprise risk management for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Enterprise risk management for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Risk Management for Chartered Financial Consultant (ChFC) 2 CE Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 2 CE Eligible
Risk Management Governance for Certification in Risk Management Assurance (CRMA) 2 CPE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 2 CE Eligible
Risk Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Enterprise Risk Management for Certified Treasury Professional (CTP) 2 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Risk Management for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Enterprise risk management for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Enterprise risk management for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Risk Management for Chartered Financial Consultant (ChFC) 2 CE Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 2 CE Eligible
Risk Management Governance for Certification in Risk Management Assurance (CRMA) 2 CPE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 2 CE Eligible
Risk Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Enterprise Risk Management for Certified Treasury Professional (CTP) 2 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Risk Management for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
  • To explore what is risk, identify the types of risk, and key elements of each of them.
  • To recognize risk management and its key steps.
  • To explore the use of probabilities to assess risk and identify strategies for risk response.
31. Capital Budgeting & Investment Decision Rules
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Budgeting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Budgeting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Budgeting for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
  • To analyze the techniques for evaluating investment options
  • To evaluate the internal rate of return (IRR)
  • To discuss the Advantages and Disadvantages of methods of calculation
32. Corporate Budget Analysis Best Practices
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To identify signs of problem areas that can quickly get out of control.
  • To analyze the budget analysis process to change corporate goals.
  • To recognize the right questions to ask to confirm your analysis.
33. Zero Based Budgeting
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • To gain a working knowledge of zero based budgeting.
  • To discuss the history and merits of zero based budgeting.
  • To weigh the reward with the risk.
34. Budgeting and Forecasting
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
  • To discuss key factors in making revenue budgets
  • To recall planning resources for business
  • To plan marketing activities for business
35. How to Make Budget and Forecast During Uncertainty
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • To analyze the reasons for uncertainty.
  • To explain how to change the purpose of budgeting.
  • To discuss the shift of focus from financial precision to strategic success.
36. Master Capital Allocation
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Capital Markets for Certified Treasury Professional (CTP) 1.5 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Capital Markets for Certified Treasury Professional (CTP) 1.5 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Capital Markets for Certified Treasury Professional (CTP) 1.5 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To define what is capital allocation, and identify the relevant tools. 
  • To identify & evaluate sources of cash generated by the business and evaluate different investment opportunities.
  • To integrate financing strategy with capital allocation to preserve flexibility and maximize returns.
37. Financing Strategies: Capitalizing Your Business to Maximize Return
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Finance for CIPM 1.5 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Finance for CIPM 1.5 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Finance for CIPM 1.5 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To recognize and identify the needs and objectives for capital and discover the financing lifecycle
  • To identify the short-term, semi-permanent, and permanent sources of capital and various sources of debt financing
  • To explore the different sources of equity financing including venture capital, private equity, and initial public offerings
38. Presentation Skills for Finance Professionals and Executives that Make an Impact
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Communication for CPA in Canada 1.5 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-SCNNM) (Valid upto : Dec 31, 2026) 1.5 PDC Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688345) (Valid upto : Nov 30, 2025) 1.5 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Communication for Payroll Leadership Professional (PLP) 1.5 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Communication for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Communication for CPA in Canada 1.5 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-SCNNM) (Valid upto : Dec 31, 2026) 1.5 PDC Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688345) (Valid upto : Nov 30, 2025) 1.5 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Communication for Payroll Leadership Professional (PLP) 1.5 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Communication for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Communication for CPA in Canada 1.5 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-SCNNM) (Valid upto : Dec 31, 2026) 1.5 PDC Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688345) (Valid upto : Nov 30, 2025) 1.5 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Communication for Payroll Leadership Professional (PLP) 1.5 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Communication for Certified FP&A Professional (FP&A) 1.5 CE Eligible
  • To recognize how to develop and organize content in a presentation for optimal absorption by the audience.
  • To recognize elements of effective communication is most important for triggering our audience to take action.
  • To identify what should be avoided when using a presentation tool such as PowerPoint.
39. Best Practices for a Quicker Financial Close
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for CPA in Canada 1 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for CPA in Canada 1 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for CPA in Canada 1 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
  • To identify factors that slow down the financial close process
  • To develop strategies for speeding up the financial close process.
  • To develop a plan for implementing the business process improvement addressing the change management issues.
40. Financial Modeling Using Excel
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Master Analyst In Financial Forensics (MAFF) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Certified Financial Forensics (CFF) 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Master Analyst In Financial Forensics (MAFF) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Certified Financial Forensics (CFF) 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Master Analyst In Financial Forensics (MAFF) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Certified Financial Forensics (CFF) 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
  • To use a disciplined approach for using Excel to develop financial analysis.
  • To prepare financial projections of the income statement, balance sheet, and statement of cash flows.
  • To analyze the approach that keeps model integrity and credibility top of mind throughout development.
41. Strategy Map and Its Balanced Scorecard
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Performance Management for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Performance Management for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Performance Management for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • To discuss the origins of the balanced scorecard and explore how to design a strategy map.
  • To explain how to define appropriate key performance indicators (KPIs).
  • To inspect how to apply targets of KPIs for motivation and incentives.
42. Loss Aversion: How Does it Affect Your Investment Strategy?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) 1 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) 1 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) 1 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • To examine how and when losses are a normal and appropriate part of an investment portfolio.
  • To consider the relationship between losses and diversification.
  • To learn some coping mechanisms for accepting investment losses and explaining them productively to clients.
43. Creating a Digital Transformation Strategy
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Certified Information Technology Professionals (CITP) 1 CPD Eligible
Certified in Risk and Information System Control (CRISC) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Accumen for Project Management Professional (PMP) 1 PDU Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Change Management for Associate Professional in Talent Development (APTD) 1 Points Eligible
Change Management for Certified Professional in Talent Development (CPTD) 1 Points Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Certified Information Technology Professionals (CITP) 1 CPD Eligible
Certified in Risk and Information System Control (CRISC) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Accumen for Project Management Professional (PMP) 1 PDU Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Change Management for Associate Professional in Talent Development (APTD) 1 Points Eligible
Change Management for Certified Professional in Talent Development (CPTD) 1 Points Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Certified Information Technology Professionals (CITP) 1 CPD Eligible
Certified in Risk and Information System Control (CRISC) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Accumen for Project Management Professional (PMP) 1 PDU Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Change Management for Associate Professional in Talent Development (APTD) 1 Points Eligible
Change Management for Certified Professional in Talent Development (CPTD) 1 Points Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
  • To determine the major elements of a digital transformation strategy and discuss the need for projects to implement the same. 
  • To analyze the use of digitalization and Business Strategy to create a strategy planning cycle.
  • To discuss the Digital Strategy model and explore five pillars of the digital transformation model.
44. Financial Modelling for Making Business Decisions and Plans
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
  • To evaluate revenue and cost models, calculate cash burns, and the ability to project how much you need.
  • To create a financial model including profit & loss and cash flow.
  • To discuss the impact of various decisions such as different prices, costs, and customer acquisition with evaluating scenarios.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

All Advance Certification are included under the Individual Subscription

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android)
tooltip

https://play.google.com/store/apps/details?id=com.my_cpe
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

NEW YEAR
Sale Ends Soon!

00:00:00

Start Your Subscription 

Start your journey towards learning and compliance.

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.

Discover Why We’re the Preferred Choice!

  • rating
  • rating
  • rating
  • rating
  • rating

Strong CFO Understanding

“The certification course creates a very strong understanding of the role of a CFO. It provides the conceptual framework, tools, and pointers to take an executive approach towards decision-making. I enjoyed the course. It has some of the very useful tools and techniques that I can use in daily life as well.”

Marianne Powell
Marianne Powell, CPA US

CFO

  • rating
  • rating
  • rating
  • rating
  • rating

Clear and Structured Learning

“The instructor has a very straightforward approach. The clarity of the role of the CFO is remarkable. The pace of the course is moderate. These aspects make the course great. The examples were really well structured and it made the learning experience alive.”

Frank Shamblin
Frank Shamblin, CMA

Senior Financial Analyst

  • rating
  • rating
  • rating
  • rating
  • rating

Valuable Executive Insights

“Well-organized and structured course for the top-level executive. In my experience, it is packed with value. I have got some very useful pointers that I can use in my practice. I think this can prove to be very useful for professionals.”

James Harrell
James Harrell, CPA US

Strategic Advisor

Team Subscription for CPAs & Accounting Firms

  • true true Comprehensive Content Library
  • true true CPE Compliance Automation
  • true true Advanced Training Solutions
  • true true Learning Management System
  • true true Event and Webinar Management

Frequently Asked Questions

The Complete Guide to be a Catalyst CFO (CGCC) covers a vast area and provides strong guidance for making professionals successful CFOs playing a catalyst role. It encompasses the experience of a number of subject matter experts’ experience and expertise on various subjects of pivotal importance for a CFO. It covers topics of thinking and acting strategically, leadership, and a successful CFO’s role and motivates the learning. The certificate course ensures due importance to technical understanding, and application of knowledge by covering a vast number of topics such as GAAP principles, lease, revenue recognition, controllership, financial ratios, working capital management, risk management, budgeting, and financial modeling, etc. It also provides certain insights, pointers, and guidance with practical situations with examples that bring the subject to life. Thus, Complete Guide to be a Catalyst CFO (CGCC) creates a strong coverage to be a catalyst CFO.

The Complete Guide to be a Catalyst CFO (CGCC) covers a vast area to provide strong guidance on being a successful CFO playing a catalyst role. It provides experience of a variety of the speaker’s experience and expertise on various subjects of pivotal importance. The certificate course ensures that you provide due importance to the thought process, technical understanding, and application of knowledge. It also provides certain insights, pointers, and guidance with practical situations with examples that bring the subject to life Thus, Complete Guide to be a Catalyst CFO (CGCC) can be very useful.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
Subscribed
Linda purchased a subscription.
Subscribed
Remo purchased a subscription.
Subscribed
Desarie purchased a subscription.
Subscribed
Danelle purchased a subscription.
Subscribed
Sharon purchased a subscription.
Subscribed
Alli purchased a subscription.
Subscribed
Raquel purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Ma Mirasol purchased a subscription.
Subscribed
Lynn purchased a subscription.
Subscribed
Vladislav purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Niki purchased a subscription.
Subscribed
Matt purchased a subscription.
Subscribed
Jenny purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Jordan purchased a subscription.
Subscribed
Cheryl purchased a subscription.
Subscribed
Frances purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Marisa purchased a subscription.
Subscribed
Casey purchased a subscription.
Subscribed
carol purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Khalil purchased a subscription.
Subscribed
Jake purchased a subscription.
Subscribed
LINDA purchased a subscription.
Subscribed
Coral purchased a subscription.
Subscribed
Michele purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Greg purchased a subscription.
Subscribed
Moshood Oluwatobi purchased a subscription.
Subscribed
Joe purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Zach purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
RYAN purchased a subscription.
Subscribed
Ye purchased a subscription.
Subscribed
aurelie purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Taylor purchased a subscription.
Subscribed
SHAWN J. purchased a subscription.
Subscribed
DONNA purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Aishe purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Esther purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
jieru purchased a subscription.
Subscribed
Gerald purchased a subscription.
Subscribed
Ramsey purchased a subscription.
Subscribed
Allan purchased a subscription.
Subscribed
JAMES purchased a subscription.
Subscribed
Jinhong purchased a subscription.
Subscribed
Raquel purchased a subscription.
Subscribed
Catherine purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Brock purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Lou Ann purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Reba A. purchased a subscription.
Subscribed
gerald purchased a subscription.
Subscribed
Cassie purchased a subscription.
Subscribed
Carl purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Suketu purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Janet purchased a subscription.
Subscribed
Matt purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Hyo Kyung purchased a subscription.
Subscribed
Minna purchased a subscription.
Subscribed
Vicki purchased a subscription.
Subscribed
Jing purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Christy purchased a subscription.
Subscribed
Sheryl purchased a subscription.
Subscribed
JAMES purchased a subscription.
Subscribed
Carolyn purchased a subscription.
Subscribed
Victor purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Dustin purchased a subscription.
Subscribed
CHRISTINA purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
Lisa purchased a subscription.