myCPE
myCPE

Incorporating Uncertainty and Risk Assessment in Financial Models 1 Credit

Nov 27, 2024, 01:00 PM ET

Incorporating Uncertainty and Risk Assessment in Financial Models 1 Credit

Select your learning mode

  • 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
Nov 27, 2024, 01:00 PM ET

Learning Objective

  • To discuss the significance of incorporating uncertainty and risk assessment in financial models.
  • To explore advanced financial modeling techniques, including probabilistic models and Monte Carlo simulations.
  • To analyze how to quantify and analyze uncertainty and risk factors within financial models.
  • To gain insights into how enhanced financial models can lead to more accurate predictions.
  • To explain how to leverage these insights for making informed business decisions and robust risk management strategies.

Course Overview

Are you ready to revolutionize your financial modeling techniques? The world of finance is evolving, and the integration of uncertainty and risk assessment in financial models is taking center stage. In this cutting-edge course, we will unveil the secrets behind advanced financial modeling techniques that employ probabilistic models, Monte Carlo simulations, and various statistical methods. These tools empower you to not only quantify but also analyze uncertainty and risk factors like never before.

Imagine having the ability to enhance your financial models, providing your organization with unparalleled accuracy and profound insights. This isn't just a dream; it's a reality that can transform your decision-making process. By embracing these innovative approaches, your business can gain a competitive edge by making well-informed decisions and crafting robust risk management strategies.

Major Topics Covered:

  • Importance of financial modeling
  • Challenges in incorporating uncertainty and risk
  • Core Components & Purpose
  • Types of Financial Models
  • The Need for Incorporating Risk and Uncertainty
  • Understanding uncertainty and risk

Join us for this CPE Finance webinar and equip yourself with the knowledge and skills to propel your financial modeling prowess to new heights. It's time to embrace uncertainty and risk assessment like never before and unlock the potential of your financial models!

Elevate your valuation expertise with MY-CPE's top-tier CVA CPE courses, tailored specifically for professionals looking to advance in the field of Certified Valuation Analysts. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CVA CPE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

Course Level

Basic

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 (Sponsor Id#: 143597) 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.

About Instructor

Gregory Holzel
Gregory Holzel

Owner, GT Financials PLLC

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.

Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.

Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.

Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.

Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.

Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.

Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

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. 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.

Live Webinar FAQs

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.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

Owen Mccafferty
Owen Mccafferty, CPA (US)

The speaker was very thorough and interesting. My past time in representing entities selling their assets to private equity group entities employed many of the analytics that the speaker recited. Very good presentation. I would recommend this presentation to all CPA's

HW

Heather Whitney, CPA (US)

Great class. It would be great if there was also a section or second part for the example that showed actual implementation in Excel.

Recommended Courses

Secure Your Legacy: Estate Planning Strategies for Financial Advisors

Dec 11, 10:00 AM ET

  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CIMA
  • CPWA
  • RMA
Red Flags in a Small Business Valuation

Dec 11, 10:00 AM ET

  • CPA/ABV
  • CPA/CFF
  • CPA (US)
  • CVA
  • CGMA
  • MAFF
  • CBA/MCBA
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Capital Concepts Decoded: Exploring Revolvers, Roll-over Equity, and Beyond

Dec 11, 11:00 AM ET

  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
The Fine Art of Not Screwing Up Your Clients Real Estate Investments

Dec 11, 11:30 AM ET

  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
The World of Global Cash Flow: Is There Enough to Cover All Debts?

Dec 11, 02:30 PM ET

  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Organizing and Planning for Divorce

Dec 11, 04:00 PM ET

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

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Keven purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Imran purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Alioune purchased a subscription.
Subscribed
SHELLEY purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Stuart purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Zettergren purchased a subscription.
Subscribed
Sujatha purchased a subscription.
Subscribed
Archana purchased a subscription.
Subscribed
Lestiyani purchased a subscription.
Subscribed
Prabh purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Hong Bao Yen purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Dennis purchased a subscription.
Subscribed
LeiLani purchased a subscription.
Subscribed
Gaston purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
Laurie purchased a subscription.
Subscribed
Nathan purchased a subscription.
Subscribed
Robin purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
Takumi purchased a subscription.
Subscribed
D'Shonda purchased a subscription.
Subscribed
Alyssa purchased a subscription.
Subscribed
Pam purchased a subscription.
Subscribed
Angelina purchased a subscription.
Subscribed
Philip purchased a subscription.
Subscribed
Briana purchased a subscription.
Subscribed
Margaret purchased a subscription.
Subscribed
Carolyn purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Lawrence purchased a subscription.
Subscribed
steven purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Katherine purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Mounir purchased a subscription.
Subscribed
Roland purchased a subscription.
Subscribed
Nathaniel purchased a subscription.
Subscribed
Nathalie purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Xujing purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
Siddhi purchased a subscription.
Subscribed
Lori purchased a subscription.
Subscribed
Barbara purchased a subscription.
Subscribed
Vasavi purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Terry purchased a subscription.
Subscribed
Jalen purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Yassir purchased a subscription.
Subscribed
Loran purchased a subscription.
Subscribed
Caitlin purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
Steve purchased a subscription.
Subscribed
Lindsay purchased a subscription.
Subscribed
Vance purchased a subscription.
Subscribed
Frank purchased a subscription.
Subscribed
Kelly purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
brad purchased a subscription.
Subscribed
Meenakshi purchased a subscription.
Subscribed
Antonio purchased a subscription.
Subscribed
Tom purchased a subscription.
Subscribed
DEBRA purchased a subscription.
Subscribed
JOSEPH purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Philipp purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Marylene purchased a subscription.
Subscribed
Stewart purchased a subscription.
Subscribed
Alex purchased a subscription.
Subscribed
Sharienne purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Cynthia purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Bernadette purchased a subscription.
Subscribed
Shannon purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Kiril purchased a subscription.