CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Financial Modelling for making business decisions

  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CFA
Financial Modelling CPE Course

2 Credits

$20

Subject Area

Finance

Webinar Qualifies For

2 CPE credit of Finance for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 PL credit for Chartered Financial Analyst (CFAs)

2 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

2 CPD credit (Verifiable) for CPA/ABV

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

Financial modelling, 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, Cash Flow.

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

Major topics covered in this online CPE 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 we model decision flow into 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 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 financial model including profit & loss, cash flow
  • To discuss impact of various decisions and evaluate scenarios
  • To discuss impact of different prices / costs / customer acquisition.

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA