myCPE

Master Capital Allocation 1.5 Credits

Nov 01, 2023, 04:00 PM ET

Master Capital Allocation 1.5 Credits

  • Blair Cook

    CPA (US), CA - ICAEW, MBA

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

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 01, 2023, 04:00 PM ET

Learning Objective

  • To define what is capital allocation and identify the relevant tools.
  • To identify and evaluate sources of cash generated by the business.
  • To evaluate different investment opportunities.
  • To integrate financing strategy with capital allocation to preserve flexibility and maximize returns.
  • To evaluate the uses of surplus cash to pay dividends and/or repurchase shares.

Course Overview

“A process of how businesses divide their financial resources and other sources of capital to different processes, people, and projects.” is called capital allocation.

Often overlooked as a central theme, capital allocation decisions are vital in determining the future of the company and, as such, are some of the most important responsibilities of company management. Market-leading companies not only achieve success through their business results but also by properly allocating capital in a way that is most beneficial to shareholders.

In this CPE course, we are going to tackle capital allocation, that is, how the CEO, and you as their strategic partner, go about deploying cash inside the business.  CEOs, CFOs, and Boards are ultimately measured on their record of generating returns for their shareholders. 

The single most important determinant of shareholder returns is capital allocation. Knowing what tools, you have available and when to use them is the key.  

In this CPE Finance course, we’ll look at how and when you source cash.  

We will look at the strategies behind selecting the most optimal use of that cash, which may include buying back shares in yourself. We will also take a compelling look at how to master capital allocation to create shareholder value and competitive advantages for your organization.

Major topics covered in this online CPE webinar:

  • How capital allocation can be used to supersize shareholder returns?
  • How do define capital allocation and evaluate cap allocation decisions?
  • Operating sources of cash
  • Investment of capital
  • Cash raised from financing
  • Dividends and repurchases

In this online CPE course by Blair Cook, we also take a look at the six traits of highly successful CEOs, such as Jack Welch and Warren Buffet, who have proven to be masters of capital allocation over decades of creating astounding results for their shareholders.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

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 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
Capital Markets 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

Additional Information

Credits

1.5

Course Level

Intermediate

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

Understanding Of Finance Theory

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.

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Live webinars for Canadian CPAs & ABV by Blair Cook | Join Now!

Blair Cook , CPA (US), CA - ICAEW, MBA

Partner, Executive Finance Partner Inc.

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

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


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.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

SH

Sheri Henson, CPA (US)

5

I am not currently in the workforce but instead home caring for young and old family members. At the present time, I am solely focused on free CPE hours. Having said that, I enjoyed this session and found it informative, though at times the pace was a bit fast.

AR

Andrew Robertson, CPA (US)

5

Great explanations of how to navigate through the financial statements to review for capital allocation

Recommended Courses

How to Double Your Firm’s Revenue Through Advisory Services

Mar 06, 04:00 PM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA

How to Double Your Firm’s Revenue Through Advisory Services

Apr 02, 11:00 AM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA

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

Get Started with Unlimited Learning

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

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

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.
Subscribed
Lynne purchased a subscription.
Subscribed
Leighton purchased a subscription.
Subscribed
Jorge purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
Ali purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
THOMAS purchased a subscription.
Subscribed
Pam purchased a subscription.
Subscribed
Virginia purchased a subscription.
Subscribed
Sam purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
Ross purchased a subscription.
Subscribed
Ritu purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Cole purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
SURYA purchased a subscription.
Subscribed
Wendy purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Regan purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
PATRICIA purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Tyler purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Miguel purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Kandis purchased a subscription.
Subscribed
Engin purchased a subscription.
Subscribed
Grace purchased a subscription.
Subscribed
kharisma D Edwards purchased a subscription.
Subscribed
LeAnn purchased a subscription.
Subscribed
Louis purchased a subscription.
Subscribed
Hanna purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Anshul purchased a subscription.
Subscribed
Mital purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
Si Kam purchased a subscription.
Subscribed
JOSEPH purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Cinda purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Irina purchased a subscription.
Subscribed
Robyn purchased a subscription.
Subscribed
Charlotte purchased a subscription.
Subscribed
Mei purchased a subscription.
Subscribed
Micki purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
GREGORY purchased a subscription.
Subscribed
WILLIAM purchased a subscription.
Subscribed
Tom purchased a subscription.
Subscribed
Qiao purchased a subscription.
Subscribed
Jeff purchased a subscription.
Subscribed
Veronica purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Jesu Christie purchased a subscription.
Subscribed
Tony purchased a subscription.
Subscribed
Takumi purchased a subscription.
Subscribed
May purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Samuel Jones purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
WILLIAM purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Marie purchased a subscription.
Subscribed
Youssouf purchased a subscription.
Subscribed
Kijaun purchased a subscription.
Subscribed
STUART purchased a subscription.
Subscribed
Blake purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Kemper purchased a subscription.
Subscribed
Herschel purchased a subscription.
Subscribed
Bari purchased a subscription.
Subscribed
Kelly R. purchased a subscription.
Subscribed
Brenda purchased a subscription.
Subscribed
Rajachitra purchased a subscription.
Subscribed
Carina Iona purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Junko purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Antonio purchased a subscription.
Subscribed
Steve purchased a subscription.