MYCPE ONE

CFO Financial Roadmap for Strategic Agility 0.5 Credit

CFO Financial Roadmap for Strategic Agility 0.5 Credit

  • Rating

    4.4

  • Published on

    January, 2026

  • Subject Area

    Finance

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Access to this course is included with a MYCPE ONE subscription.

See how subscription works

Learning Objectives

  • Discuss how CFO priorities are evolving in a digital-first world.
  • Identify methods to integrate ESG and climate into financial planning.
  • Analyze strategies for effective AI governance in finance.
  • Explain how to apply driver-based rolling forecasts.
  • Explore risk management approaches for global tax and cyber threats.

Course Overview

In today’s volatile business environment, CFOs are no longer just financial stewards; they are strategic navigators steering organizations through disruption. From AI-driven analytics to climate-conscious capital allocation, finance leaders are redefining how decisions are made. Are you ready to transition from reactive planning to a proactive, risk-aware strategy that enhances agility and resilience?

This CPE course presents a practical roadmap for CFOs and finance professionals to evolve their planning and performance frameworks. You’ll explore how to implement rolling, driver-based forecasts, integrate ESG and tax strategy into investment decisions, and establish governance frameworks that balance innovation with accountability. The discussion also covers how digital transformation and AI can strengthen financial foundations while ensuring compliance and transparency.

Major Topics:

  • Digital Finance Foundations
  • AI and Governance
  • Rolling Forecast Models
  • ESG-Linked Capital Planning
  • Global Tax Readiness

By the end of this CPE course, you’ll know how to simplify your organization’s priorities and execute with precision. Join us to equip your finance function with tools to help your business decide faster, operate smarter, and withstand future shocks.

For more CPE Finance Courses, Click here.

On Demand Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 0.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 0.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 0.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 0.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 0.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
Chartered Accountants - Scotland 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible

Additional Information

Credits

0.5

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Take your valuation expertise to the next level with MYCPE ONE’s CTP CE Courses, designed specifically for Certified Treasury Professionals. Our courses go beyond meeting your CPE requirements—they’re crafted to deepen your skills and expand your understanding. With a wide range of engaging topics, we ensure you stay ahead in the ever-evolving world of valuation. Strengthen your knowledge and stay competitive with MYCPE ONE by your side!

About Instructor

Paulo Ribeiro

Paulo Ribeiro | CFO

, OLI-Sistemas Sanitarios S.A

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating

Paulo Jorge Ribeiro brings more than twenty years of financial leadership as CFO of OLI – Sistemas Sanitários S.A., Southern Europe’s largest sanitary systems manufacturer. He has steered the company’s strategy and innovation, helping OLI expand its global footprint to over 80 countries and five continents. Paulo’s commitment to quality and sustainable solutions is central to OLI’s reputation and continued growth.


As a Doctoral Researcher at the University of Porto, Paulo specializes in bridging finance, M&A, AI, business intelligence, and strategic execution. His academic and professional focus on technology integration and data-driven decision-making drives transformative change throughout OLI’s global operations.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (58%)

Very Good (35%)

Average (8%)

Poor

Terrible

RJ

Robert Jones, CPA in Canada

5

Nice short but very informative and useful.

Judith Ventura

Judith Ventura, CPA (US)

4

Quick session on where CFO's should be focusing now.

Recommended Courses

9 Market Lessons from 2025: Strategies for 2026 and Beyond

Apr 24, 09:30 AM EDT

  • CPA (US)
  • CMA
  • CPA/ABV
  • CPA/PFS
  • CVA
  • CFA
  • CGFM
  • ChFC
  • DE LPA
  • CTP
  • CWS
  • RICP
  • CFIRS
  • FPAC
  • FSCP
  • WMCP
  • CBA/MCBA
  • CASL
  • IA LPA
  • ME LPA
  • CIPM
  • ChSNC

Valuation for Litigation Assistance 2026

Apr 24, 10:00 AM EDT

  • CPA (US)
  • CMA
  • CPA/ABV
  • CVA
  • CPA/CFF
  • DE LPA
  • MAFF
  • CBA/MCBA
  • FRM
  • IA LPA
  • ME LPA

Retirement and Pension Strategies for High-Net-Worth Clients

Apr 24, 12:00 PM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

Managing Health Insurance Gaps: Planning for Job Loss and Early Retirement

Apr 24, 01:00 PM EDT

  • CPA (US)
  • SHRM - CP
  • PHR
  • SPHR
  • SHRM - SCP
  • CPA/PFS
  • CFA
  • HRCI - aPHR
  • ChFC
  • DE LPA
  • PHRca
  • SPHRi
  • HRCI - aPHRi
  • PHRi
  • CWS
  • GPHR
  • RICP
  • CFIRS
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • ME LPA
  • CIPM
  • ChSNC

2026 Updates on Basics for Pension & Defined Benefit Plans

Apr 27, 09:00 AM EDT

  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC

Long Term Care Planning Using Insurance and Annuities

Apr 27, 11:30 AM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • ME LPA
  • CIPM
  • ChSNC
CFO Roadmap for Strategic Agility

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

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

Get Started Today

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Your information is securely encrypted using SSL

Get Started Today

Click Here

More Reasons to Subscribe

  • true true

    80% of Content Rated 4.5+ Stars

    High-quality content rated by professionals.
  • true true

    4X More Content at 1/3rd the Price

    Serious value compared to your regular provider!
  • true true

    Non-Sponsored Content

    Purely educational, unbiased content for your learning.
  • true true

    Monthly & Quarterly Updates

    Keeping you ahead of trends and changes.
  • true true

    Podcasts with Industry Leaders

    Learn and Earn CPE from experts on the go.
More Reasons