Financial Modelling for Making Business Plans | CPE | PL | CPD Course

Course Description
Course Qualification
Presenter
FAQ

Course Description

Financial modeling, as the name suggests is to create models for making business decisions involving finance.

Financial modeling is the process of creating a summary of a company's expenses and earnings in the form of a spreadsheet that can be used to calculate the impact of a future event or decision.

The financial modeling process helps users make financial decisions and understand their impact on profit & loss statements, ROI, IRR, and Cash Flow.

In this CPE course, we will teach you key aspects of financial modeling and will be doing a live case study & demonstrating.

Major topics covered in this online CPE finance course:

Best Practices in financial modeling
How to avoid errors and spot them
How do we make assumptions
What inputs are required for making decisions?
How do we model decision flow into the excel model? How to make projections

This CPE course will also take you through the process of making assumptions about projections and how to justify them and defend them when potential investors may ask questions.

Learning Objectives

To evaluate the revenue and cost models.
To calculate cash burns and the ability to project how much you need
To create a financial model including profit & loss, cash flow
To discuss the impact of various decisions and evaluate scenarios
To discuss the impact of different prices/costs/customer acquisition.

Recommended For

This CPE course is recommended for CPAs, CMAs, CVAs, CFAs, ABVs, and any other professional who is interested in getting an understanding of the concept of financial modeling.

Who Should Attend?

Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Certified Valuation Analysts
Chartered Financial Analyst
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Finance Pros

Course Qualification

Webinar Qualifies For

2 CPE Credit for Certified Valuation Analyst (CVA)
2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 CPE Credit for Certified Management Accountants (CMA)
2 CPD Credit for Accredited in Business Valuation (ABV)
2 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookkeeper (ACCT./BK)
2 CPD Credit for Certified Financial Forensics (CFF)
2 CPE Credit for Master Analyst In Financial Forensics (MAFF)
2 CPD Credit for Chartered Professional Accountant (CPA Canada)
2 CPD Credit for Chartered Accountants - ICAEW
2 CPD Credit for Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Manish Gupta

Founder & CEO, VITTPRO

Energetic, ambitious and Result-oriented professional, offering +15 years of extensive experience in Management, operations, Finance, Audit, Risk management, marketing and Customer experience.

Manish has hands-on experience in Monthly Reporting and Pnl Analysis, Budgeting and strategic planning.

Passionate for learning and development, thinking in innovative and non-traditional ways, Manish is your business partner for growth.

Manish is experienced with leading projects for change. He has led ERP implementation for 16 hotels in Htoo Group.

Manish is focused, display positive attitude and Topline growth approach towards business problems. He believes in efficiencies and lean management.

He is also on his Entrepreneurial journey and founded https://ehotelmanagementschool.com for sharing knowledge and experience via online classes and sessions. Startup also help small hotels and other startups with finance and management consulting.

About Company

VITTPRO

Vittpro is professional accounting and finance company for helping small business manage their accounting and finance function with ease and gain insights from data.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4

13 Ratings

Excellent

Very Good

Average

Poor

Terrible

Jesse Nordman, CPA (US)

Feb 12th, 2022

This was a very good presentation, the material took me back to college

Ruth Gilmer, CPA (US)

Mar 7th, 2022

This was not an easy to follow course; the presenter kept flying through spreadsheets and perhaps it is my own lack of knowledge in this subject, but it was not easy to follow.