Working Capital Management 3 Credits
Select your learning mode
A significant amount of management time in many businesses, particularly small businesses, is devoted to assuring that there will be sufficient cash to pay employees, vendors, and creditors. While the expression “Cash is King” has some truth, a solid understanding of the inter-relationships between working capital components is necessary for all businesses to succeed in the long run.
Working capital is the current assets used in a business, which are typically financed by current liabilities. While the time frame for current assets and current liabilities is typically one year, working capital management has long-term implications for many firms.
Working capital management focuses on two basic questions: (1) What is the appropriate level of current assets for a firm to carry, both in total and for each specific group, and (2) how should current assets be financed.
The course is made up of 8 modules that examine working capital management at a macro and micro level. Starting with a discussion of a firm’s appetite for risk and the implications of having too much and too little working capital, the course then explores issues related to managing types of current assets, including cash, marketable securities, receivables, and inventory. The types of short-term credit to finance current assets are then covered, followed by a discussion of the costs of short-term credit.
The course content covers working capital management topics tested in the Certified Management Accountant (CMA) Part 2 examination.
Topics include:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Finance for CPA in Canada | 3 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 3 CPE | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 3 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 3 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 3 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 3 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 3 CE | Eligible |
| Chartered Accountant - ICAEW | 3 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 3 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 3 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 3 CPE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 3 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 3 CE | Eligible |
| Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) | 3 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 3 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 3 CE | Eligible |
| CPA - Ireland | 3 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3 CPE | Eligible |
| Finance for CIPM | 3 PL | Eligible |
| Chartered Accountants - Scotland | 3 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 3 CPD | Eligible |
| Working Capital Management for Certified FP&A Professional (FP&A) | 3 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2.5 CPD | Eligible |
| Certified Management Accountants (CMA) | 2.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 2.5 CPD | Eligible |
| Finance for Chartered Global Management Accountants (CGMA) | 2.5 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Certified Government Financial Manager (CGFM) | 2.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Chartered Accountant - ICAEW | 2.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2.5 CPE | Eligible |
| Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| CIPM | 2.5 PL | Eligible |
| Certified FP&A Professional (FP&A) | 2.5 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2.5 CPD | Eligible |
| Chartered Accountants - Scotland | 2.5 CPD | Eligible |
| CPA - Ireland | 2.5 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2.5 CPE | Eligible |
Credits
3
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 (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.
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.
He has worked at the intersection of entrepreneurship, business leadership, technology, and education for over 25 years, resulting in a wide range of skills and experiences...
Entrepreneur:
Business Leadership:
Technology:
Education:
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.
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.
RG
Overall just a well organized and articulated working capital management presentation. Helps the understand of what working capital is all about.
AR
Great detail of working capital and the variety of forms of securities when looking to increase working capital
Feb 24, 09:00 AM ET
Feb 24, 09:30 AM ET
Feb 24, 10:00 AM ET
Feb 24, 11:30 AM ET
Feb 24, 03:00 PM ET
Feb 24, 04:00 PM ET
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.
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 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
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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
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
Select your plan, complete your payment, and access a world of knowledge.
| Subscription Inclusions | Silver | Gold |
|---|---|---|
13,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
 |
|
|
500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
|
|
|
50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
|
|
|
50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
|
|
|
100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
|
|
|
AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
|
|
|
Compliance Tracker and Credit Vault
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
Instant reporting to IRS, CFP Board, and other governing bodies. |
|
|
| Mobile App Access (iOS and Android) | |
|
|
Access to Communities
Join communities tailored to your specific interests and areas of expertise. |
 |
|
|
Select Tenure |
Congratulations!
Error!
