MYCPE ONE

Business Valuation Training for Finance Professionals

Elevate Decision-Making Through Valuation Insights

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Published on August, 2026
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Multiple

Qualifications 

31

Credits

31 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

What drives the true value of a business? The Business Valuation Training for Finance Professionals empowers CFAs, ABVs, analysts, and finance executives to measure, interpret, and communicate business value effectively across borders. Covering international standards, this program blends analytical frameworks with real-world case studies. Participants will explore income, market, and asset-based valuation models, understand the cost of capital, and apply scenario-based valuation tools. Each module connects global standards with practical execution, equipping professionals to deliver reliable, defensible, and compliant valuations in any market.

Get Deeper Understanding of:
  • The global frameworks shaping valuation reliability and comparability.
  • Quantitative models that link financial data to enterprise value.
  • The integration of qualitative insights into valuation analysis.
  • Methods for reconciling divergent valuation results across regions.
  • The evolving role of technology and analytics in global valuations.
Recommended For:
  • CFAs, CVAs, ABVs and business valuation professionals seeking advanced expertise in global valuation standards, risk modeling, and financial reporting practices beyond introductory levels.
  • Finance professionals, analysts, and consultants involved in corporate finance, investment banking, or business strategy aiming to strengthen valuation proficiency for global transactions and advisory work.
  • Individuals interested in understanding the dynamics of global valuation, financial modeling, and compliance frameworks that underpin informed investment and strategic decisions.
Resources included
  • Handout PDFs for Every Module
  • Glossary/Key Terms for Every Module
  • Q&A Directly with Instructors

Courses

Business Valuations: An IntroductionIntroduction to Business Valuation for a Closely-Held BusinessBusiness Valuations - Market ApproachBusiness Valuations- Income ApproachBusiness Valuations- Cost ApproachIntermediate Business Valuations: Developing The Risk BuildupIntermediate Business Valuation: A Review of The CAPMIntermediate Business Valuation: A Review of the WACCIntermediate Business Valuation: What are Intangible Assets and Why Do We Need to Value ThemBusiness Valuations: Real Estate ValuationsBusiness Valuations: Writing the ReportThe Importance of Certified Business Valuations in Divorce CasesUsing AI in a Business ValuationBusiness Valuations: Developing Economic OutlooksRed Flags in a Small Business Valuation
Course Title Time Credits Learning Format
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuation approaches - Income Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuation approaches - Income Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Understand valuation methods, standards, and requirements.

  • Identify purposes and regulatory guidelines for valuation.

  • Differentiate valuation approaches and engagement types.

2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Certified Treasury Professional (CTP) 2 CE Eligible
Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Certified Treasury Professional (CTP) 2 CE Eligible
Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Recognize business appraisal opportunities for closely-held firms.

  • Identify key assignments, credentials, and standards.

  • Evaluate financial risks, analysis, and report types.

2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuation approaches - Market Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches - Market Approach for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Valuation approaches - Market Approach for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuation approaches - Market Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches - Market Approach for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Valuation approaches - Market Approach for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify and analyze market-based valuation methodologies.

  • Recognize standards, regulations, and key considerations.

  • Differentiate valuation approaches and their applications.

2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuation approaches - Income Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches - Income Approach for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches - Income Approach for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuation approaches - Income Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches - Income Approach for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches - Income Approach for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify and assess income-based valuation methodologies.

  • Recognize standards, regulations, and critical valuation issues.

  • Differentiate valuation approaches and their applications.

2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Cost of capital concepts and methodology for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Cost of capital concepts and methodology for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify and evaluate cost-based valuation methodologies.

  • Recognize standards, regulations, and key valuation factors.

  • Differentiate valuation approaches and their practical applications.


1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Identify and analyze components of the Risk Build-Up approach.

  • Evaluate risk factors influencing discount rate and capital cost.

  • Apply professional judgment in developing risk-based valuations.


1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • To analyze the CAPM model.
  • To identify the uses for the Capital Asset Pricing Model.
  • To know how to calculate the Capital Asset Pricing Model.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Identify and calculate the Weighted Average Cost of Capital.

  • Analyze applications and relevance of the WACC model.

  • Apply and support professional judgment in valuations.

1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 1 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Identify and categorize various intangible assets.

  • Analyze reasons for valuing intangible assets.

  • Explain common approaches to intangible valuation.


8 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 8 CPE Approved
Finance for Chartered Professional Accountant in Canada 8 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 8 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 8 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 8 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 8 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 8 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 8 CPE Approved
Association of Chartered Certified Accountants (ACCA) 8 CPD Eligible
Chartered Accountant - ICAEW 8 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 8 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 8 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 8 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 8 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 8 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 8 CPE Approved
Chartered Accountants - Scotland 8 CPD Eligible
CPA - Ireland 8 CPD Eligible
Chartered Accountants - Ireland (CAI) 8 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 8 CPE Approved
Finance for Chartered Professional Accountant in Canada 8 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 8 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 8 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 8 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 8 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 8 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 8 CPE Approved
Association of Chartered Certified Accountants (ACCA) 8 CPD Eligible
Chartered Accountant - ICAEW 8 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 8 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 8 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 8 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 8 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 8 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 8 CPE Approved
Chartered Accountants - Scotland 8 CPD Eligible
CPA - Ireland 8 CPD Eligible
Chartered Accountants - Ireland (CAI) 8 CPD Eligible
On Demand (video)
  • Identify real estate types, ownerships, and valuation factors.

  • Analyze impacts of easements, rights, and environmental issues.

  • Explain valuation methods for various real estate categories.

2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for Chartered Professional Accountant in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 2 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for Chartered Professional Accountant in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Valuations for Chartered Life Underwriter (CLU) 2 CE Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 2 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Identify requirements for documenting an economic outlook.

  • Recognize key aspects influencing business valuation.

  • Analyze components and best practices in valuation reporting.

1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Financial Litigation/Financial Forensics for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Financial Litigation/Financial Forensics for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explain importance and factors in divorce-related valuations.

  • Identify business valuation methods and their applications.

  • Analyze legal requirements and expert roles in valuations.

2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for Chartered Professional Accountant in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 2 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for Chartered Professional Accountant in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuations for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Business and Asset Valuation for Chartered Business Valuator (CBV) 2 CPD Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Recognize applications of artificial intelligence in valuations.

  • Identify limitations of AI tools and software.

  • Analyze ethical considerations in AI-based valuations.


2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Valuation approaches - Market Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Valuation approaches - Market Approach for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Asset valuation for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify requirements for documenting economic outlook in valuations.
  • Recognize key aspects of economic outlook in valuation reports.
  • Discuss appropriate documentation for economic assumptions and risks.
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Fraud Auditing and Forensic Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Fraud prevention, detection and response for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Fraud Auditing and Forensic Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Valuation approaches for Certified Valuation Analyst (CVA) 2 CPE Eligible
Fraud prevention, detection and response for Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Valuation approaches for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify standards for preparing a small business valuation.
  • Analyze inconsistencies in owner-provided financial information.
  • Explain common tactics used to mislead valuators.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Dr. Robert Minniti

Dr. Robert Minniti

President, Minniti CPA LLC

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix.


He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, and various state CPA Societies.

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Robert Schlegel - CPE CE CPD Courses for Accountant CPA/CPA/CFF

Robert Schlegel

Staff or Senior, Houlihan Valuation Advisors

Robert is a Principal with Houlihan Valuation Advisors, a national firm of valuation and capital consultants.  Rob's professional background includes extensive work in business appraisal, marital and partnership dissolutions, estate planning, market studies, statistical analysis, and forensic accounting.  He has testified as an expert in Federal and Indiana courts and has directed numerous studies of business value, economic damages and lost profits, and intellectual property matters for clients in a wide variety of companies.  He authored the course “Valuing Intangibles” for the Institute of Business Appraisers, and contributed the chapter on Intangible Asset Appraisal Understanding Business Valuation, 3rd edition, is a co-author in the forthcoming valuing a Business, 6th edition, concerning real estate centered entities.  Rob regularly teaches valuation methods and report writing techniques to appraisal, legal and accounting organizations, and is a Licensed or Certified Appraisal Instructor by the Real Estate Appraisal Boards in Indiana, Utah and Virginia.

 A frequent author and trainer, his most recent publications include articles in Business Valuation Update, the Matrimonial Strategist (where he serves on the Board of Editors), The Earnings Analyst, Indiana Lawyer, the Handbook of Business Valuation, Fair$hare, The Personal Property Journal, and as co-author of the book on Valuing Software Companies published by Business Valuation Resources in October, 2005.  During the past twenty years Rob has addressed many international conventions, including the Association for Systems Management, and the Institute of Business Appraisers.  Regionally he has led workshops on corporate finance and building business value for the Small Business Administration, the Indiana Personnel Association, the Institute of Management Accountants, the Valuation Engineers of the Internal Revenue Service, and the Better Business Bureau.  Rob has taught financial statement analysis and valuation-related courses regularly for the Indiana CPA Society, and is an international instructor for the Institute of Business Appraisers and the American Society of Appraisers for accredited valuation classes.  Since 1997 he has provided regular seminars on business valuation and estate issues for ICLEF, the Indiana Continuing Legal Education Forum, at times in conjunction with attorneys from the Internal Revenue Service. 

Rob's business career includes technical systems work for Burroughs Corporation in the 1960's and the U.S. Marine Corps in the early to mid-1970's.  He served on the faculty of the Weatherhead School of Management at Case Western Reserve University for three years teaching courses in information system design, economics, and organizational behavior.  Previously, Rob directed management advisory services practices for Price Waterhouse in Central Illinois, McGladrey & Pullen in the Indiana-Tennessee region, and Ford, Brinkerhoff & Koehler in Indianapolis.  In 1992 he retired as a Lt. Colonel, USMCR, with specialties in data systems, infantry, and intelligence, and held a “Top Secret” security clearance.  He has been an arbitrator for the Better Business Bureau “Auto Line” program for over 25 years, twice being recognized as “Arbitrator of Year.”

 Rob holds an undergraduate degree in Economics (Occidental), a Master's degree in Labor and Industrial Relations (Michigan State), and completed his Ph.d candidate coursework in Management (ABD/Management Information Systems Decision Systems/Case Western Reserve).  A member of the panel of commercial arbitrators for the Better Business Bureau, Rob also holds membership in the American Society of Appraisers, the Institute of Business Appraisers, and the National Association for Business Economics (where he serves on the National Economic Panel).  He has received professional designations in Business Appraising (Master Certified Business Appraiser/Institute of Business Appraisers, and Accredited Senior Appraiser/American Society of Appraisers) and Appraisal Review and Management (Accredited Senior Appraiser/American Society of Appraisers) plus four technical designations in information systems management. 

From 1998 through 2000 Rob served as President of the Indiana Chapter of the American Society of Appraisers, and was the Society's State Director during 2000 and 2001.  He served as a Governor for the Institute of Business Appraisers from 2001 through 2008.  He was elected as the International President of the American Society of Appraisers, serving from July 2010 through June, 2011 and elected a Fellow of the Society in August, 2013.  An Elder in the Presbyterian Church, Rob and his family reside in Lawrence, Indiana.

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Troy Patton

Troy Patton

Managing Director, Patton & Associates, LLC
Mr. Patton is the Managing Director and founder of Patton and Associates.  Prior to founding Patton and Associates, Mr. Patton was the founder and president of Frontier Financial Holdings, Inc. (Frontier), an integrated financial services company offering investment services and managed portfolios, lending services, business consulting services, and traditional CPA services through Frontier CPA Group, LLP.

Mr. Patton started his career with Ernst & Young auditing public and private entities.  Mr. Patton then started Frontier and grew into one of the premier CPA and Investment Management Services in the Midwest.  Frontier quickly grew to 10 offices prior to being purchased in 2004.  

Mr. Patton graduated from Miami University of Ohio in 1992 with a degree in accountancy.  He holds his Certified Public Accountant and Accredited Business Valuation licenses with the AICPA.
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Frequently Asked Questions

This training covers a comprehensive range of global valuation topics, including income, market, and asset-based approaches, cost of capital modeling, risk analysis, and the application of discount and capitalization rates. It explores the integration of IVS, IFRS, and AICPA standards, valuation for financial reporting, and the use of data analytics in modern valuation. Each module blends technical rigor with practical application across diverse industries and international markets.

This training enhances your ability to conduct valuations that meet global professional standards. You’ll learn how to analyze key drivers of business value, apply appropriate valuation models, and prepare defensible valuation reports for financial reporting, transactions, or advisory purposes. By combining theory with case-based learning, you’ll gain confidence in interpreting results, aligning methodologies with compliance standards, and supporting strategic decision-making in global contexts.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
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5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


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