Corporate Deals & Market Moves – Jan’25 0.5 Credit 0.5 Credit
Learning mode
Major corporate deals are reshaping the financial landscape, from HSBC’s retreat from Western investment banking to Blackstone’s $2 billion acquisition of Citrin Cooperman and Deloitte’s strategic SaaS expansion. But what do these deals signal for the future of finance, consulting, and accounting?
This CPE course will cover HSBC’s decision to scale back investment banking in the U.S. and Europe, marking a major strategic pivot towards Asia’s high-growth markets. Meanwhile, Blackstone’s acquisition of Citrin Cooperman highlights the rising influence of private equity in the accounting sector, bringing both opportunities and regulatory concerns. On the consulting front, Deloitte’s purchase of SimplrOps demonstrates how automation is revolutionizing enterprise solutions. As financial firms adapt to these trends, professionals must navigate evolving industry dynamics, changing business models, and potential ethical dilemmas. This course provides an in-depth analysis of these game-changing deals, exploring their long-term impact on financial services, consulting, and accounting.
Major Topics:
Join us to gain insights into corporate strategy shifts, investment trends, and technology’s growing role in reshaping industries. Stay ahead of the curve and understand how these developments could affect your career and business.
This e-book has been compiled from various articles and insights contributed by multiple professionals.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Finance for CPA in Canada | 0.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 0.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 0.5 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Mergers and acquisitions for Certified Valuation Analyst (CVA) | 0.5 CPE | Eligible |
| Financial Risk Management for Certified Treasury Professional (CTP) | 0.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Corporate annual reports for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Mergers and acquisitions for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 0.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Finance for CPA in Canada | 0.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 0.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 0.5 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Mergers and acquisitions for Certified Valuation Analyst (CVA) | 0.5 CPE | Eligible |
| Financial Risk Management for Certified Treasury Professional (CTP) | 0.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Corporate annual reports for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Mergers and acquisitions for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 0.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
Credits
0.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.com.
Shawn Parikh is the CEO and Co-Founder of MYCPE ONE. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & businesses. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, LinkedIn marketing, etc.
Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at MYCPE ONE. He is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader.
Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to the professionals. He has also represented MYCPE ONE at a number of major accounting conferences and networking events.
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. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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 approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
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 regulatory bodies 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.
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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
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.
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