Enhancing Your Financial Ranking on Charity Intelligence 2 Credits 2 Credits
A Strategic Guide for Canadian Charities
Learning mode
Unlock the potential to elevate your organization's financial standing with our specialized course, "Enhancing Your Financial Ranking on Charity Intelligence: A Strategic Guide for Canadian Charities." Tailored explicitly for Canadian charities and their teams, this comprehensive course empowers organizations with the knowledge and skills necessary to enhance their financial score and ranking on Charity Intelligence, a prominent platform within the Canadian charitable landscape.
Participants will delve into the intricacies of Charity Intelligence's evaluation criteria, gaining valuable insights into the key factors influencing financial rankings. Through strategic guidance and practical advice, attendees will learn proven strategies for financial optimization and effective communication practices to amplify their organizational performance.
This CPD course is designed for charity leaders, financial managers, and individuals working within charitable organizations, providing them with the tools and resources needed to navigate the complexities of financial evaluation with confidence. By the end, participants will possess a deep understanding of how to strategically improve their financial ranking on Charity Intelligence, ultimately strengthening their organization's impact within the communities they serve.
Key Topics Covered:
Join Stuart Miller in this transformative journey to enhance your organization's financial standing and maximize its charitable impact in Canada.
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 2 CPD | Eligible |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 15215) (Valid upto : Mar 31, 2026) | 2 CE | Approved |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15215) (Valid upto : Mar 31, 2026) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 2 CPD | Eligible |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 15215) (Valid upto : Mar 31, 2026) | 2 CE | Approved |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15215) (Valid upto : Mar 31, 2026) | 2 CE | Approved |
Credits
2
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 FP Canada (Provider Number - CE17386) as a sponsor of continuing education. FP Canada retains the final authority on the acceptance of individual courses for CE credit under the Certified Financial Planner (CFP) and Qualified Associate Financial Planner (QAFP) designations.
CPA in Canada for more than 25 years. Worked the last 6 years in a charity organization doing grant writing and human resources as well as accounting. This experience includes, among others, supervision of personnel, budgets and forecasts, the entire accounting cycle, automation and improvement of accounting processes, and project management.
Very comfortable with numbers and analyses with, as a goal, to assist others and provide quality service. Responsible, autonomous, organised, and oriented towards finding solutions.
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.
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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.
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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.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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.
Jun 02, 11:00 AM ET
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Inclusions
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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