myCPE
myCPE

Temporal Mastery in Financial Analysis: Focus Periods Unveiled 2 Credits

Jan 13, 2025, 09:30 AM ET

Temporal Mastery in Financial Analysis: Focus Periods Unveiled 2 Credits

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  • Access the course at your convenience
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Jan 13, 2025, 09:30 AM ET

Learning Objective

  • To acquire a profound understanding of various focus periods, including LTM, NTM, historical, and projected years.
  • To identify the strategic significance and application of each focus period in different financial analysis contexts.
  • To develop a nuanced approach to selecting ideal periods based on specific analytical objectives and considerations.
  • To engage in analytical exercises and scenarios to apply and refine temporal selection skills.

Course Overview

Financial analysis is a dynamic field that requires a keen understanding of temporal dynamics to make informed decisions. Temporal mastery in financial analysis involves unraveling the intricacies of various focus periods, enabling analysts to gain valuable insights into a company's performance.

This two-hour CPE course is designed to provide participants with the knowledge and judgment needed to choose and apply optimal periods in various analytical situations strategically. Participants will explore each focus period's unique significance and uses, gaining insights into their strategic importance and implications in different financial analyses. The course aims to develop a nuanced approach to temporal selection, allowing participants to make thoughtful choices aligned with specific analytical objectives and considerations.

To enhance the learning experience, participants will actively participate in analytical exercises and scenarios, promoting practical application and improving their temporal selection skills. This hands-on approach is crafted to boost confidence and expertise, empowering participants to navigate the temporal aspects of financial analysis with strategic skill.

Major Topics Covered:

  • Fundamentals of Focus Periods: Understanding Different Focus Periods
  • Strategic Significance in Context: Application of Focus Periods
  • Case Studies and Real-World Applications: Demonstrating Concepts Through Examples
  • Selecting the Right Periods: Criteria and Considerations
  • Advanced Analytics, Quantitative Techniques, and Qualitative Assessments

Join this CPE Finance Webinar and navigate the temporal dimensions of financial analysis with an in-depth exploration of focus periods such as the Last Twelve Months (LTM), the Next Twelve Months (NTM), historical years, and projected years.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

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

  • 4.6
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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.

Reviews and Ratings

out of 5

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KL

Kenneth Lindow, CPA (US)
5

The webinar was very thorough and went into a great deal of death on forecasting financial information. The instructor came across very well.

NB

Nicholas Brogger, CPA (US)
5

This was a great CPE training and it sparked ideas to bring back to the office.

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    Certifications & Reporting

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    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.

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