myCPE

Complete Guide to become a Catalyst CFO (CGCC)

Build Robust Financial Models, Controller’s Role, Working Capital

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Last Updated

March, 2025

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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.
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What You’ll learn

What separates a good CFO from a Catalyst CFO? In today’s dynamic business environment, CFOs must go beyond numbers to drive growth, strategy, and operational excellence. This course is designed for finance leaders, controllers, and aspiring CFOs looking to enhance decision-making, manage financial risks, and implement strategic financial planning. Elevate your leadership, optimize corporate performance, and navigate complex financial landscapes with confidence.

Get Deeper Understanding of:

  • Strategic financial leadership and transformation.
  • Advanced planning, forecasting, and analytics.
  • Risk management, compliance, and ESG impact.
  • Capital allocation and financial efficiency.
  • Financial storytelling and business intelligence.

Recommended For:

  • CPAs and Finance Executives looking to advance beyond foundational knowledge in financial strategy, risk management, and corporate performance to excel in CFO and leadership roles.
  • Senior finance professionals, controllers, and business strategists seeking to enhance financial planning, capital allocation, and decision-making to drive organizational growth and stability.
  • Individuals aiming for executive finance roles who want to deepen their expertise in financial leadership, analytics, and operational strategy to navigate today’s complex business environment.

Why take the Complete Guide to become a Catalyst CFO (CGCC) with MYCPE ONE?

Resources included

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

Career Opportunities

  • CFO Consultant
  • Finance Director
  • Risk Strategist
  • Corporate Controller
  • Financial Analyst

Value Addition to your skills

  • Strategic Thinking
  • Risk Assessment
  • Financial Planning
  • Decision Making
  • Business Analytics

Courses

Course Title Time Credits Learning Format
1. Understanding Key Focus Areas of CFO's
1 Hour
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 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 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
On Demand (video)
  • Analyze key priorities for CFOs in the coming years.
  • Explore best practices to enhance financial efficiency.
  • Identify evolving CFO roles and technological advancements.
2. Your First 100 Days as CFO
1.5 Hours
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 Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Management Services 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
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 Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Management Services 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
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
On Demand (video)
  • Analyze finance function maturity and strategic development.
  • Identify team building principles for alignment and commitment.
  • Explore change management for major organizational initiatives.
3. Thinking and Acting Strategically as CFO
1.5 Hours
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
On Demand (video)
  • Establish and implement a strategic management process.
  • Identify leadership roles in strategic planning.
  • Facilitate strategy development and execution.
4. The Credible CFO Driving Growth & Delivering Predictability
1 Hour
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
On Demand (video)
  • Explore the link between credibility and growth.
  • Assess finance function credibility.
  • Identify ways to establish people, process, and technology credibility.
5. How CFOs Are Contributing To Business Growth By Participating In Operation Strategy
1 Hour
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 Process Improvement for Certified Management Accountants (CMA) 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 - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 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 Process Improvement for Certified Management Accountants (CMA) 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 - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Analyze the evolving role of CFOs in business strategy.
  • Discuss how CFOs drive growth and operational efficiency.
  • Assess CFOs' impact on value creation for stakeholders.
6. Change Management Being A Catalyst CFO
1.5 Hours
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
On Demand (video)
  • Discuss the need for change and catalyst leadership.
  • Implement change management principles in strategic initiatives.
  • Explore and apply models for organizational change.
7. Financial Planning and Analysis (FP&A) Essentials
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Develop a foundational understanding of FP&A concepts and strategy.
  • Interpret and analyze FP&A reports for data-driven decisions.
  • Explain the role of ERP systems in enhancing FP&A functions.
8. FP&A Masterclass - Planning for Financial Excellence
3 Hours
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 Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD 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 Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
On Demand (video)
  • Build and interpret financial models for decision-making.
  • Evaluate forecasts and variances for performance improvements.
  • Develop budgets and reports aligned with strategic goals.
9. Complete CFO Guide on Analytics, Corporate Performance Management, Budgeting, Reporting
6.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 6.5 CPE Approved
Finance for CPA in Canada 6.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 6.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 6.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 6.5 CPD Eligible
Chartered Accountant - ICAEW 6.5 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 6.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 6.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 6.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 6.5 CE Eligible
Chartered Accountants - Ireland (CAI) 6.5 CPD Eligible
Chartered Accountants - Scotland 6.5 CPD Eligible
CPA - Ireland 6.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 6.5 CPE Approved
Finance for CPA in Canada 6.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 6.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 6.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 6.5 CPD Eligible
Chartered Accountant - ICAEW 6.5 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 6.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 6.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 6.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 6.5 CE Eligible
Chartered Accountants - Ireland (CAI) 6.5 CPD Eligible
Chartered Accountants - Scotland 6.5 CPD Eligible
CPA - Ireland 6.5 CPD Eligible
On Demand (video)
  • Explore ABC, CLV, and cost assessment methodologies.
  • Identify forecasting, predictive analytics, and business intelligence trends.
  • Apply predictive accounting for strategic financial planning.
10. Corporate Planning, Budgeting, And Forecasting
4.5 Hours
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
Finance for Certified Valuation Analyst (CVA) 4.5 CPE 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
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
CPA - Ireland 4.5 CPD Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE 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
Finance for Certified Valuation Analyst (CVA) 4.5 CPE 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
Cash Flow Forecasting for Certified Treasury Professional (CTP) 4.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 4.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 4.5 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 4.5 CE Eligible
CPA - Ireland 4.5 CPD Eligible
Chartered Accountants - Scotland 4.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 4.5 CE Eligible
Finance for CIPM 4.5 PL Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
On Demand (video)
  • Explore strategic planning models and long-term goal setting.
  • Identify key characteristics and time frames for successful plans.
  • Analyze budgeting, forecasting, and financial planning techniques.
11. Budgeting and Forecasting
2 Hours
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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 2 CE 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 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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 2 CE 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 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
On Demand (video)
  • Discuss key factors in revenue budgeting and planning.
  • Recall resources for business planning and marketing.
  • Construct future forecasts and strategic business plans.
12. Driver-based Budgeting and Rolling Financial Forecasts
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Financial Analysis for Certified Internal Auditors (CIA) 2 CPE 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
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE 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 Financial Risk Manager (FRM) 2 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL 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
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Financial Analysis for Certified Internal Auditors (CIA) 2 CPE 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
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE 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 Financial Risk Manager (FRM) 2 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL 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
On Demand (video)
  • Explore the shift to rolling financial forecasts.
  • Identify strategies for resource capacity planning.
  • Integrate Enterprise Risk Management with CPM and Target Costing.
13. Zero Based Budgeting
1 Hour
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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
On Demand (video)
  • Gain a working knowledge of Zero-Based Budgeting.
  • Discuss the history, merits, and risks of Zero-Based Budgeting.
  • Determine a framework for effective implementation.
14. Financial Modeling Using Excel
1.5 Hours
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
Certified Financial Forensics (CFF) 1.5 CPD 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
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
Certified Financial Forensics (CFF) 1.5 CPD 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
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
On Demand (video)
  • Use a disciplined Excel approach for financial analysis.
  • Prepare financial projections for key financial statements.
  • Analyze methods to maintain model integrity and credibility.
15. Intro to Business Models, Financial Modelling & Valuation
2 Hours
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
Valuations 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
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
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
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business and Asset Valuation for Chartered Business Valuator (CBV) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 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
Valuations 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
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
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
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business and Asset Valuation for Chartered Business Valuator (CBV) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Gain a basic understanding of business and financial models.
  • Determine the purpose and functionality of financial models.
  • Discuss key concepts in business valuation.
16. Financial Modelling for Making Business Decisions and Plans
2 Hours
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
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE 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
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
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE 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
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
On Demand (video)
  • Evaluate revenue and cost models for financial planning.
  • Create financial models to project cash flow and profitability.
  • Analyze decision impacts and scenario evaluations.
17. Real-Time Financial Modeling for Agile Decision-Making
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types 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
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types 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
On Demand (video)
  • Discuss fundamentals and applications of real-time financial modeling.
  • Analyze integration of real-time data into financial models.
  • Explore software tools and strategies for real-time decision-making.
18. Incorporating Uncertainty and Risk Assessment in Financial Models
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Risk Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Finance 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
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Risk Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Finance 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
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
On Demand (video)
  • Discuss the importance of uncertainty and risk in financial models.
  • Explore advanced modeling techniques like probabilistic models and Monte Carlo simulations.
  • Analyze risk factors to enhance predictions and inform decision-making.
19. Scenario Analysis and Sensitivity Testing in Financial Models
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance 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
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance 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
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
On Demand (video)
  • Inspect fundamental concepts of scenario analysis and sensitivity testing.
  • Analyze market dynamics' impact on financial projections.
  • Leverage scenario analysis for better decision-making and risk management.
20. Building Financial Models That Won’t Crumble: Secrets to Going Robust
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD 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
Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance 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 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
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD 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
Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance 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 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
On Demand (video)
  • Recognize key financial model types and design principles.
  • Apply techniques to enhance model accuracy and readability.
  • Explain the role of financial models in corporate decision-making.
21. Building Dynamic Dashboards and Interactive Visualizations in Financial Models
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Working Capital Metrics for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Working Capital Metrics for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Discuss and implement dynamic financial dashboards.
  • Analyze interactive visualizations for financial scenario exploration.
  • Explain how to enhance data communication and decision-making.
22. Integrated Financial Modeling for M&A and Valuations
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations 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
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 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
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations 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
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 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
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
On Demand (video)
  • Analyze historical financial data to generate actionable insights.
  • Discuss projection techniques for strategic planning and valuation.
  • Explain risk mitigation and synergy evaluation in M&A deals.
23. Financial Forecasting Mastery: Building a Robust Three-Statement Projection Model
2 Hours
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 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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 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
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
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 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
On Demand (video)
  • Analyze the significance of the three-statement projection model.
  • Discuss techniques for constructing accurate financial projections.
  • Explain how to interpret projections for strategic decision-making.
24. Integrating Financial Statements: A Holistic Approach
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Financial Reporting 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Financial Reporting 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Examine the relationship and flow between financial statements.
  • Analyze financial performance through integrated statement data.
  • Know how to utilize financial statement analysis for decision-making.
25. Business Intelligence (BI) and Business Analytics (BA)
2 Hours
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 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
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CPA - Ireland 2 CPD Eligible
Finance for CIPM 2 PL Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 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 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
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CPA - Ireland 2 CPD Eligible
Finance for CIPM 2 PL Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Recognize the growing interest in BI and BA.
  • Identify the analytics continuum and key differences in BI and BA.
  • Explore how BA and predictive analytics drive competitive advantage.
26. ChatGPT Vision for Financial Analysis
2.5 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for CPA in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for CPA in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
On Demand (video)
  • Explore GPT Vision’s capabilities for financial visual analysis.
  • Discuss the advantages of visual data over text-based methods.
  • Analyze and extract insights from financial images for decision-making.
27. Financial Storytelling with Data Visualization and Mapping Tools
1 Hour
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
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
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
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
On Demand (video)
  • Identify technology forces and human factors driving visual business communication growth.
  • Discuss Microsoft Office plug-ins, broadcasting platforms, and charting tools for dynamic visuals.
  • Explore infographic template services for effective topic visualization.
28. Master Capital Allocation
1.5 Hours
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 Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Capital Markets for Certified Treasury Professional (CTP) 1.5 CE 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
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 Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Capital Markets for Certified Treasury Professional (CTP) 1.5 CE 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
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
On Demand (video)
  • Analyze capital allocation and relevant financial tools.
  • Identify cash sources and evaluate investment opportunities.
  • Explore financing strategies and surplus cash utilization.
29. Capital Budgeting
3 Hours
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
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE 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
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE 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
On Demand (video)
  • Analyze capital budgeting processes, costs, and cash flows.
  • Explore project evaluation methods, risks, and capital rationing.
  • Identify real options, risk analysis, and investment comparisons.
30. How Better Working Capital Management Can Increase Your Borrower's Shareholder Value
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Working Capital Management for Certified Treasury Professional (CTP) 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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Working Capital Management for Certified Treasury Professional (CTP) 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
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
On Demand (video)
  • Analyze key elements of stronger working capital management.
  • Explain the methodology for calculating shareholder value.
  • Review impact of cash conversion cycle on shareholder value.
31. Working Capital Management
3 Hours
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
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL 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
Finance for Certified Valuation Analyst (CVA) 3 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 3 CE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Finance for CIPM 3 PL 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
On Demand (video)
  • Analyze working capital components and calculate net working capital.
  • Explore risk appetite, liquidity tradeoffs, and credit policy impacts.
  • Identify short-term credit types and calculate effective interest rates.
32. Advanced Working Capital Forecasting
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD 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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Analyze fundamental components and significance of working capital.
  • Explore models to predict working capital requirements.
  • Implement strategies for efficient working capital management.
33. How Lease Capitalization Impacts Your Borrowers' Leverage, Liquidity, Profitability, and Repayment Ability
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Treasury Professional (CTP) 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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Treasury Professional (CTP) 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
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
On Demand (video)
  • Analyze key elements of lease capitalization GAAP.
  • Explain balance sheet impact of lease capitalization.
  • Review financial impacts and underwriting strategies.
34. Corporate Risk Management
2 Hours
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
Finance for Certified Valuation Analyst (CVA) 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
Enterprise Risk Management for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE 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 CIPM 2 PL 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
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
Finance for Certified Valuation Analyst (CVA) 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
Enterprise Risk Management for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE 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 CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
On Demand (video)
  • Identify types of risk and key elements.
  • Recognize risk management steps and response strategies.
  • Explore Enterprise Risk Management and its benefits.
35. Risk Appetite & ERM (APAC): Strengthening Business Resilience
1 Hour
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
Chartered Global Management Accountants (CGMA) 1 CPE Eligible
BusIness Management & Organization 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 Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization 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 Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
Chartered Global Management Accountants (CGMA) 1 CPE Eligible
BusIness Management & Organization 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 Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization 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
On Demand (video)
  • Discuss the evolution of risk appetite in ERM.
  • Evaluate ERM leaders' roles in risk management.
  • Develop and operationalize a tailored risk appetite framework.
36. Evaluating Cash Flow, Collateral, and Guarantees to Determine a Borrower’s Repayment Ability
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Define and apply global cash flow concepts in underwriting.
  • Analyze cash flows and debt repayment assessments.
  • Evaluate collateral and repayment ability metrics.
37. Valuation for Litigation Assistance
2 Hours
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 Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Valuations in Litigation for Certified Financial Forensics (CFF) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models 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
Valuation approaches 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 Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Valuations in Litigation for Certified Financial Forensics (CFF) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models 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
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
On Demand (video)
  • Identify the uses for valuations in litigation. 
  • Analyze standards for preparing a small business valuation. 
  • Discuss common pitfalls in preparing valuation reports for litigation. 
38. Firm Valuation and ROE Model
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 2 CPD 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
Certified Financial Forensics (CFF) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
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
Valuations for Accredited in Business Valuation (ABV) 2 CPD 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
Certified Financial Forensics (CFF) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
On Demand (video)
  • Discuss interest, time value of money, and value creation.
  • Link value creation to ROE and management decisions.
  • Analyze valuation models and sensitivity analysis.
39. EPS Mastery: Basic to Dilutive Earnings per Share Analysis
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Analyze Basic and Diluted EPS and their impact.
  • Apply the Treasury Stock Method in EPS calculations.
  • Evaluate EPS fluctuations and investment implications.
40. Benchmarking Mastery: Comparative Company Analysis
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE 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
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
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE 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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Master advanced benchmarking techniques for company analysis.
  • Analyze financial data to assess industry performance.
  • Apply benchmarking insights to strategic decision-making.
41. Unraveling Profitability Ratios: Comprehensive Analysis Techniques
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD 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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Analyze, compute, and interpret profitability ratios.
  • Apply profitability ratios to assess organizational performance.
  • Employ profitability ratios in investment and management decisions.
42. Unlocking Valuation Ratios: In-depth Analysis and Application
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Valuations 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Valuations 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
On Demand (video)
  • Discuss calculations and interpretations of core valuation ratios.
  • Analyze valuation ratios for investment decision-making.
  • Explain the practical implications of valuation ratios.
43. The Controller's Role in Financial Forecasting, and Pro-forma Financials
3.5 Hours
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3.5 CPE Approved
Accounting for CPA in Canada 3.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 3.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 3.5 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3.5 CPD Eligible
Chartered Accountant - ICAEW 3.5 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3.5 CPE Eligible
Accounting for CIPM 3.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3.5 CE Eligible
Chartered Accountants - Ireland (CAI) 3.5 CPD Eligible
Chartered Accountants - Scotland 3.5 CPD Eligible
CPA - Ireland 3.5 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3.5 CPE Approved
Accounting for CPA in Canada 3.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 3.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 3.5 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 3.5 CPD Eligible
Chartered Accountant - ICAEW 3.5 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3.5 CPE Eligible
Accounting for CIPM 3.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3.5 CE Eligible
Chartered Accountants - Ireland (CAI) 3.5 CPD Eligible
Chartered Accountants - Scotland 3.5 CPD Eligible
CPA - Ireland 3.5 CPD Eligible
On Demand (video)
  • Explore pro forma financial forecasting and statement creation.
  • Define financial forecasting methods and techniques.
  • Analyze pro forma sales forecasts with detailed examples.
44. The Controller's Role in Cash Flow, and Forecasting During Uncertain Times
1.5 Hours
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
Accounting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE 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 Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
Accounting for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE 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 Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
On Demand (video)
  • Define cash forecasts, estimates, and cash flow processes.
  • Review time-series analysis and forecasting methods.
  • Evaluate scenario planning and its key steps.
45. The Controller's Role in ESG, and Procurement
3.5 Hours
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 3.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 3.5 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3.5 CPE Eligible
Accounting for CIPM 3.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3.5 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3.5 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 3.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 3.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 3.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 3.5 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 3.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 3.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 3.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 3.5 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 3.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3.5 CPE Eligible
Accounting for CIPM 3.5 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3.5 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 3.5 CE Eligible
On Demand (video)
  • Define the procurement process and its link to controllership.
  • Analyze the SEC rule and evaluate the need for an ESG Controller.
  • Examine ESG operationalization and the ESG Controller’s role.
46. The Controller's Role in Pro Forma Financials
1.5 Hours
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
Accounting & Auditing for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE 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 Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Accounting & Auditing for Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Accounting & Auditing for Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
Accounting for CIPM 1.5 PL 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
Accounting & Auditing for Certified Management Accountants (CMA) 1.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE 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 Internal Audit Practitioner (IAP) 1.5 CPE Eligible
Accounting & Auditing for Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Accounting & Auditing for Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
Accounting for CIPM 1.5 PL Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
On Demand (video)
  • Explore and evaluate pro forma financial forecasting.
  • Examine types and creation steps of pro forma statements.
  • Recognize and analyze a pro forma sales forecast example.
47. The Controller's Role in ESG
2 Hours
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 Certified Fraud Examiner (CFE) 2 CPE 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
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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
Accounting & Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 2 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE 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
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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
On Demand (video)
  • Examine the proposed SEC rule and its ESG disclosure impact.
  • Evaluate the ESG Controller’s role, responsibilities, and skills.
  • Explore ESG team structure and practical disclosure implementation.
48. The Controller’s Role in Procurement
1.5 Hours
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 Certified Fraud Examiner (CFE) 1.5 CPE 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 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
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
Accounting for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1.5 CPE 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 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
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
On Demand (video)
  • Define and compare the procurement process with the Controller’s role.
  • Analyze the connection between procurement and controllership.
  • Explore the Procurement Controller job description and responsibilities.
49. The Controller's Role in the Financial Close
2 Hours
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 Certified Fraud Examiner (CFE) 2 CPE 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
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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 Certified Fraud Examiner (CFE) 2 CPE 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
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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
On Demand (video)
  • Define the process and purpose of closing the books.
  • Identify preliminary steps for the closing process.
  • Outline steps for monthly and annual accounting close.
50. The Controller's Manual for Overheads, Direct and Indirect Costs, and their Allocation Methods
1 Hour
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 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
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE 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
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 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
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE 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
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
On Demand (video)
  • Identify and examine fixed and variable overhead costs.
  • Explain overhead rates, allocation methods, and activity-based costing.
  • Review the controller’s responsibilities in managing overhead costs.
51. The Controller's Guide to Managerial Accounting and Cost Principles
1.5 Hours
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 Certified Fraud Examiner (CFE) 1.5 CPE 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 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
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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 Certified Fraud Examiner (CFE) 1.5 CPE 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 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
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
On Demand (video)
  • Explore managerial accounting features and its functions.
  • Define manufacturing costs and distinguish between product and period costs.
  • Analyze COGS, income statements, and trends in managerial accounting.
52. The Controller's Primer for Sales, Collection, and Customer Credit
2 Hours
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 Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 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
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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 Certified Fraud Examiner (CFE) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 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
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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
On Demand (video)
  • Analyze the intersection of sales and collection processes.
  • Define and discuss the challenges of the collections process.
  • Identify key steps and review modern collections practices.
53. The Controller's Role in Financial Forecasting
2 Hours
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 Certified Fraud Examiner (CFE) 2 CPE 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
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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 Certified Fraud Examiner (CFE) 2 CPE 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
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
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
On Demand (video)
  • Define financial forecasting and its types.
  • Analyze quantitative steps for creating pro forma statements.
  • Explain qualitative methods, including linear regression and the Delphi method.
54. Elevating the Controller's Role
1.5 Hours
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 Certified Fraud Examiner (CFE) 1.5 CPE 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 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
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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 Certified Fraud Examiner (CFE) 1.5 CPE 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 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
Financial Reporting for Certified Financial Forensics (CFF) 1.5 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 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
Accounting for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE 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
On Demand (video)
  • Analyze the Controller’s role, functions, and job qualifications.
  • Inspect where controllers spend their time and responsibilities.
  • Discuss the evolving role of the Controller.
55. Inside the Ticker Tape: How Financial Markets Really Work
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332233) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE 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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332233) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE 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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • Explore market order flow, execution, and central bank roles.
  • Review market trends and the impact of global events.
  • Analyze risk management strategies for dynamic markets.
56. Financial Harmony: Credit Management, Accountants, and Economy
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Analyze challenges faced by businesses and potential outcomes.
  • Explore roles of accountants and credit management specialists.
  • Discuss collaborative strategies for supporting clients' financial health.
57. SBA Loans vs. Traditional Financing: What's Best for Your Business?
1.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types 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
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types 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
On Demand (video)
  • Analyze traditional vs fintech lending platforms effectively.
  • Identify best financing products for business scenarios.
  • Review SBA loan types and application processes.
58. Easing Commercial Loan Approvals
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
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
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
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
On Demand (video)
  • Explain the concept of commercial lending.
  • Discuss the commercial loan underwriting process.
  • Review commercial loan documentation.
59. The World of Global Cash Flow: Is There Enough to Cover All Debts?
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Explain the definition of global cash flow.
  • Identify cash flow of borrowing entities and guarantors.
  • Discuss measuring repayment ability with global debt service coverage ratio.
60. The Impact of ESG - Related Matters on Financial Statements and Audits
2 Hours
License details Credits Status
Auditing for Certified Public Accountants (CPA-US) 2 CPE Approved
Internal Auditing for Certified Internal Auditors (CIA) 2 CPE Eligible
Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Auditing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Auditing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Auditing for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Auditing for Internal Audit Practitioner (IAP) 2 CPE Eligible
Auditing for Certification in Risk Management Assurance (CRMA) 2 CPE Eligible
Auditing for Certified Internal Controls Auditor (CICA) 2 CPE Eligible
Auditing for Certified Financial Forensics (CFF) 2 CPD Eligible
Auditing (Govt.) for Yellow Book Professionals 2 CPE Eligible
Auditing for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Auditing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Auditing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Auditing for Certified Government Auditing Professional (CGAP) 2 CPE Eligible
Auditing for Certified Controls Specialist (CCS) 2 CPE Eligible
License details Credits Status
Auditing for Certified Public Accountants (CPA-US) 2 CPE Approved
Internal Auditing for Certified Internal Auditors (CIA) 2 CPE Eligible
Auditing for Certified Management Accountants (CMA) 2 CPE Eligible
Auditing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Auditing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Auditing for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Auditing for Internal Audit Practitioner (IAP) 2 CPE Eligible
Auditing for Certification in Risk Management Assurance (CRMA) 2 CPE Eligible
Auditing for Certified Internal Controls Auditor (CICA) 2 CPE Eligible
Auditing for Certified Financial Forensics (CFF) 2 CPD Eligible
Auditing (Govt.) for Yellow Book Professionals 2 CPE Eligible
Auditing for Qualification in Internal Audit Leadership (QIAL) 2 CPE Eligible
Auditing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Auditing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Auditing for Certified Government Auditing Professional (CGAP) 2 CPE Eligible
Auditing for Certified Controls Specialist (CCS) 2 CPE Eligible
On Demand (video)
  • Recall the growing importance of ESG in financial reporting.
  • List audit risks and considerations in ESG-related audits.
  • Review and apply SEC guidelines on ESG disclosures.
61. Sustainability Accounting and Its Influence on Financial Statement Analysis
1 Hour
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
Financial Reporting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 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
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE 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
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
Financial Reporting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 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
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE 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
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
On Demand (video)
  • Discuss the significance of sustainability accounting in performance evaluation.
  • Explore key sustainability metrics and their role in financial analysis.
  • Analyze integrating sustainability metrics into advanced financial analysis.
62. ESG Factors in Financial Reporting and Analysis
1 Hour
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
Financial Reporting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 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
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE 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
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
Financial Reporting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 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
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE 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
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
On Demand (video)
  • Analyze the growing importance of ESG in financial reporting.
  • Discuss integrating ESG factors into advanced financial analysis.
  • Explain sustainability disclosures and ESG-related risks and opportunities.
63. How to Grow Your Practice by Offering CFO/Business Advisory Services
1 Hour
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
CFO Topics 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
CFO Topics 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
On Demand (video)
  • Explain what business owners truly desire from CFO services.
  • Explore the opportune timing for offering CFO advisory services.
  • Discover strategies for attracting and pricing CFO services.
64. How To Explain A "Private Equity - Funded Sale-To-ESOP” To Your Clients & Keep Them Forever
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • Analyze differences between SALE-TO-ESOP and private equity transactions.
  • Review flow of funds in SALE-TO-ESOP transactions.
  • Discuss how to explain transaction types to clients.
65. ESOP Overview For Owners, CFOs & CPAs
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Business Acumen for SHRM Professionals (Approval No. 26-4RQK3) (Valid upto : Dec 31, 2026) 2 PDC Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1550) 2 CE Approved
HR Business for Human Resource Certification Institute (HRCI) (Approval No. 686890) (Valid upto : Nov 30, 2025) 2 RCH Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Certified Wealth Strategist (CWS) 2 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01958-24-S) 2 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Business Acumen for SHRM Professionals (Approval No. 26-4RQK3) (Valid upto : Dec 31, 2026) 2 PDC Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1550) 2 CE Approved
HR Business for Human Resource Certification Institute (HRCI) (Approval No. 686890) (Valid upto : Nov 30, 2025) 2 RCH Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Certified Wealth Strategist (CWS) 2 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01958-24-S) 2 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01958-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
On Demand (video)
  • Analyze when ESOPs are beneficial for businesses.
  • Review key facts, benefits, and strategies of ESOPs.
  • Identify and compare seller vs. bank financing options.
66. Presentation Skills for Finance Professionals and Executives that Make an Impact
1.5 Hours
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 Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Communications and Marketing 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
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 Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Communications and Marketing 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
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
On Demand (video)
  • Identify effective methods for organizing persuasive presentations.
  • Explore key communication elements that drive audience action.
  • Discuss best practices for impactful opening statements and delivery.
67. Profitability Analytics: A Beginner’s Guide
1.5 Hours
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 Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE 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
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
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE 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 Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE 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
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
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
On Demand (video)
  • Define Profitability Analytics and its key components.
  • Analyze the Du Pont Profit Tree and related KPIs.
  • Apply structured interviews to assess performance and root causes.
68. Strategizing Cash Management: Operations, Non-operating Payments, and Revolver Facilities
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD 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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Analyze operating and non-operating cash flow structures.
  • Discuss effective strategies for managing liquidity with revolver facilities.
  • Apply cash management concepts to real-world business scenarios.
69. Demystifying Cash to EBITDA Reconciliation
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD 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
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Define and illustrate the significance of EBITDA.
  • Execute accurate cash-to-EBITDA reconciliation processes.
  • Analyze financial reports using cash and EBITDA metrics.
70. Revenue and Cost Driver Unveiled: Detailed Analysis Across Business Types
2 Hours
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 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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 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
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 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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
On Demand (video)
  • Analyze revenue and cost drivers across different business types.
  • Apply insights from revenue and cost drivers for strategic decisions.
  • Create and optimize financial models based on industry-specific drivers.
71. Synthesizing Financial Summaries: A Practical Guide
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD 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
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Discuss the importance of financial summaries in decision-making.
  • Analyze the skills required to compile and interpret financial summaries.
  • Apply financial summarization skills across industries using case studies.
72. Synergies in Focus Operational and Financial Insights
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD 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
Corporate Finance 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • Analyze and distinguish between operating and financing synergies.
  • Evaluate the role of synergies in value creation during M&A.
  • Apply synergy concepts through real-life examples and methodologies.
73. Crafting and Analyzing Common-Size Financial Statements
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Financial Reporting 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
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
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
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Financial Reporting 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 Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 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
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
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Create and interpret common-size financial statements.
  • Utilize common-size statements for comparative financial analysis.
  • Explore practical applications of common-size statements across industries.
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.

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“"I’ve taken many finance courses, but this one truly stands out! The insights on financial strategy and decision-making have given me a new perspective. I now approach budgeting and forecasting with confidence, and my leadership skills have improved tremendously. If you’re looking to step up your finance game, this is the way to go! 🚀"”

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Michael R, CPA

Financial Analyst

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The Best Learning Experience

“"The depth of content in this certification exceeded my expectations! From financial modeling to strategic planning, every module was insightful and practical. I’ve already started applying these concepts at work, and the impact is noticeable. I couldn’t have asked for a better learning experience!"”

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Jessica L., CMA

Assistant Controller

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Frequently Asked Questions

This certification covers essential areas for modern CFOs, including financial strategy, risk management, and corporate performance optimization. You'll explore advanced budgeting, forecasting, and financial modeling to enhance decision-making. The course also dives into capital allocation, ESG impact, compliance, and business intelligence. Additionally, you’ll learn about operational strategy, controller responsibilities, and financial analytics, ensuring you develop a well-rounded understanding of what it takes to be a Catalyst CFO. By the end, you’ll be equipped with the tools to drive growth, efficiency, and long-term business success.

This certification will provide you with the expertise needed to excel in strategic finance leadership. You will gain deep insights into financial planning, risk assessment, and corporate decision-making, allowing you to manage financial operations with confidence. The course will also help you implement data-driven forecasting, optimize capital management, and strengthen financial reporting, making you a key driver of business growth. Whether you’re a finance professional aiming for a CFO role or an executive looking to refine your skills, this certification will empower you to lead with financial intelligence and strategic foresight.

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.
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