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

Why a Business Plan is Key to Success

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CA-UK
  • CFA
Business Plan is Key to Success

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

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

1 CPD credit (Verifiable) for CPA/ABV

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Business plans are a living document guiding the way to conduct your business, rather than just being a dead document in presentation and excel files!

Business planning is crucial to ensure that the ship cruises on the right path and everyone on board knows what to when and when. Business planning usually is done at the beginning of business and annual updates are made to plan through budgeting exercises.

This CPE course provides both insight into the business planning process (which is necessary for effective financial planning and budgeting) and key pointers in the business plan itself.

Join the speaker in this CPE webinar to discuss essential nuts and bolts of business planning, how we do it and how we keep it living document.

Major topics covered in this online CPE webinar:

  • Business planning framework 
  • Relationship between business plans and business planning
  • Business planning process
  • The process of documentation

Learning Objectives

  • To discuss essentials of business planning
  • To describe general process of planning
  • To describe how to establish KPIs out of business plan
  • To describe the key factors needed to make a tactical plan

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA