MYCPE ONE

Strategic Corporate Finance Training Program

Strengthen FP&A, Forecasting & Finance Strategy

certificate
4920

Enrollments

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Published on July, 2026
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Multiple

Qualifications 

35

Credits

35 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Corporate finance leaders are expected to do far more than manage budgets and produce reports. They must forecast performance, evaluate risk, optimize working capital, improve profitability, support strategic decision-making, and help organizations navigate uncertainty in increasingly complex business environments. 

The training program, “Strategic Corporate Finance Training Program”, focuses on practical finance strategies that support planning, forecasting, performance management, risk assessment, and value creation. It covers FP&A, budgeting methodologies, financial forecasting, financial modeling, working capital management, profitability analysis, enterprise risk management, management accounting, performance measurement, ESG alignment, and the growing role of AI in finance transformation. 

By focusing on real-world financial decision-making challenges, this training helps professionals strengthen analytical capabilities, improve financial planning processes, and support long-term organizational performance.

Get Deeper Understanding of:
  • Financial planning, forecasting, and budgeting methodologies
  • FP&A frameworks and performance management strategies
  • Financial modeling, scenario analysis, and sensitivity testing
  • Working capital management and profitability improvement
  • Enterprise risk management and strategic decision-making
  • AI-driven finance transformation and performance analytics
Recommended For:
  • This program is designed for finance professionals, FP&A professionals, corporate finance managers, controllers, management accountants, CFOs, business finance professionals, and individuals involved in financial planning and strategic decision-making.
  • It is particularly relevant for professionals working with budgeting, forecasting, financial modeling, risk management, performance measurement, profitability analysis, working capital management, and business performance improvement. Those supporting strategic planning and financial decision-making initiatives will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen corporate finance expertise, improve analytical capabilities, and enhance organizational financial performance.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

CFO Financial Roadmap for Strategic AgilityFinancial Planning and Analysis (FP&A) EssentialsFP&A Masterclass - Planning for Financial ExcellenceZero Based BudgetingDriver-based Budgeting and Rolling Financial ForecastsFinancial Forecasting Mastery: Building a Robust Three-Statement Projection ModelIntegrating Financial Statements: A Holistic ApproachReal-Time Financial Modeling for Agile Decision-MakingScenario Analysis and Sensitivity Testing in Financial ModelsIncorporating Uncertainty and Risk Assessment in Financial ModelsAdvanced Working Capital ForecastingFoundations of Corporate Value: NOPAT, Working Capital, and Capex Adjustments UnveiledEffective Management AccountingAnalytics-Based Corporate Performance ManagementProfitability Analytics: A Beginner’s GuideSupply Chain Management Costing and ProfitabilityLean Accounting: A Beginner’s GuideThe Theory of Constraints and Lean AccountingFinancial Ratios Under the Radar: Metrics for Next-Level AnalysisEnterprise Risk Management: Balancing Risk Appetite and Risk ToleranceUsing the Sustainability Balanced Scorecard to Align ESG GoalsAI Governance Framework for Accounting DecisionsAI Five Value Catalysts for Financial Transformation
Course Title Time Credits Learning Format
0.5 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 0.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 0.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 0.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 0.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 0.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
Chartered Accountants - Scotland 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 0.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 0.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 0.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 0.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 0.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
Chartered Accountants - Scotland 0.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible
On Demand (video)
  • Discuss how CFO priorities are evolving in a digital-first world.
  • Identify methods to integrate ESG and climate into financial planning.
  • Explore risk management approaches for global tax and cyber threats.
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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Develop a foundational understanding of FP&A concepts, terminology, and the strategic role of FP&A in organizations.
  • Interpret and analyze FP&A reports effectively to support data-driven business decisions.
  • Explain the value of ERP systems and how they can enhance FP&A functions within an organization.
3 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for Chartered Professional Accountant in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for Chartered Professional Accountant in Canada 3 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 3 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
CPA - Ireland 3 CPD Eligible
On Demand (video)
  • Build and interpret accurate financial models for business decision-making.
  • Develop comprehensive budgets aligned with organizational strategic goals.
  • Create effective management reports to support informed decision-making.
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
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Gain a working knowledge of Zero Based Budgeting.
  • Discuss the history and merits of Zero Based Budgeting.
  • Determine a framework for implementation.
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
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 2 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Financial Risk Manager (FRM) 2 CPD Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
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
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 2 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Financial Risk Manager (FRM) 2 CPD Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Identify how to deal with resource capacity planning
  • Explore integrating Enterprise Risk Management with CPM
  • Recall how to apply Target Costing for new products and services
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
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD 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
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
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD 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
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)
  • Analyze the foundational significance of the three-statement projection model in financial forecasting.
  • Discuss how to construct a cohesive and accurate financial projection integrating income, balance, and cash flow statements.
  • Inspect the ability to translate projections into actionable insights for strategic directions.
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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Examine the relationship and flow between the three financial statements.
  • Analyze comprehensive financial performance by integrating statement data.
  • Explore how to utilize integrated financial statement analysis in decision-making.
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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Discuss the fundamentals of real-time financial modeling.
  • Analyze how to integrate real-time data sources into your financial models.
  • Explain strategies to optimize decision-making using real-time financial insights.
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
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 1 CPD 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
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
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 1 CPD 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
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)
  • Inspect the fundamental concepts of scenario analysis and sensitivity testing in financial modeling.
  • Analyze how to apply scenario analysis to evaluate the effects of market dynamics on financial projections.
  • Gain insights into leveraging scenario analysis and sensitivity testing to enhance decision-making and risk management.
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
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Risk Management for Financial Risk Manager (FRM) 1 CPD 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
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
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Risk Management for Financial Risk Manager (FRM) 1 CPD 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
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)
  • Discuss the significance of incorporating uncertainty and risk assessment in financial models.
  • Explore advanced financial modeling techniques, including probabilistic models and Monte Carlo simulations.
  • Explain how to leverage these insights for making informed business decisions and robust risk management strategies.
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
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Discuss the fundamental components and significance of working capital in business finance.
  • Explore various models and methodologies for predicting working capital requirements.
  • Inspect optimal financial health and sustainability in diverse business environments.
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
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD 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
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD 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)
  • Explain a comprehensive understanding of NOPAT (Net Operating Profit After Taxes) and its significance in financial analysis.
  • Delve into the dynamics of working capital changes and their impact on business valuation.
  • Engage in practical exercises to apply these foundational concepts in real-world valuation scenarios.
2 Hours
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for Chartered Professional Accountant in Canada 2 CPD Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Management Accounting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting 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
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for Chartered Professional Accountant in Canada 2 CPD Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Management Accounting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting 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
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Analyze revenue management techniques for effective pricing.
  • Evaluate activity-based costing for improved cost visibility.
  • Assess financial data to enhance organizational performance.
1.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
On Demand (video)
  • Identify properly calculating product, service-line, channel, and customer profitability for analysis, insights, and actions. 
  • Recognize how to perform “predictive accounting” for capacity-sensitive driver-based budgets/rolling financial forecasts, what-if analysis, and outsourcing decisions. 
  • Explore overcoming implementation barriers such as behavioral resistance to change and fear of being held accountable
1.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
On Demand (video)
  • Analyze the main components of Profitability Analytics.
  • Identify a starter set of KPIs to help assess the performance of their organization.
  • Use structured interviews within organizations to assess performance, identify issues, and determine root causes, emphasizing the five keys to achieving excellent performance.
1 Hour
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Professional Accountant in Canada 1 CPD Eligible
Management Accounting for Certified Management Accountants (CMA) 1 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Professional Accountant in Canada 1 CPD Eligible
Management Accounting for Certified Management Accountants (CMA) 1 CPE Eligible
Financial Reporting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Identify why there is pressure on supply chain trading partners to collaborate rather than be adversarial.
  • Explore why as differentiation from product advantages is reduced or neutralized due to commoditization, service level differentiation matters, and the customer relationship grows in importance as a competitive advantage.
  • Evaluate how to consider influencing a company’s suppliers suppliers and customers – second tiers and above.
2 Hours
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Chartered Professional Accountant in Canada 2 CPD Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting 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
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Chartered Professional Accountant in Canada 2 CPD Eligible
Accounting for Certified Fraud Examiner (CFE) 2 CPE Eligible
Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Accounting 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
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Discuss the basics of the Theory of Constraints, philosophy of Lean, Five Principles of Lean, and Lean accounting.
  • Analyze what Lean Accounting is and how it works.
  • Identify a starter set of lean performance measures, and the performance improvement in lean accounting.
3 Hours
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 3 CPE Approved
Management Accounting for Chartered Professional Accountant in Canada 3 CPD Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 3 CPE Eligible
Certified Valuation Analyst (CVA) 3 CPE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 3 CPE Approved
Management Accounting for Chartered Professional Accountant in Canada 3 CPD Eligible
Accounting & Auditing for Certified Management Accountants (CMA) 3 CPE Eligible
Certified Valuation Analyst (CVA) 3 CPE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 3 CPE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
On Demand (video)
  • Identify the basics of the Theory of Constraints
  • Explore the Key principles in Throughput Accounting
  • Recall what Lean Accounting is and how it works
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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Financial ratio analysis for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Valuation as a Measure of Damages for Master Analyst In Financial Forensics (MAFF) 1 CPE Eligible
Financial ratio analysis for Certified FP&A Professional (FP&A) 1 CE 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Explain the importance of operating leverage in determining financial risk from sales fluctuations.
  • Evaluate a company’s strength by measuring free cash flow yield, which reflects cash generation relative to market value.
  • Explore additional metrics, such as the Cash Conversion Cycle and retention rate, to gain deeper insights into liquidity, productivity, and credit risk.
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
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Risk Management for Financial Risk Manager (FRM) 1 CPD 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 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
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Risk Management for Financial Risk Manager (FRM) 1 CPD 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
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Define and explain Enterprise Risk Management (ERM).
  • Analyze how to establish and manage an ERM function—organization, policies, and processes.
  • Identify ERM roles, responsibilities, and accountabilities.
2 Hours
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 2 CPE Approved
BusIness Management & Organization for Chartered Professional Accountant in Canada 2 CPD Eligible
Business Management for Certified Management Accountants (CMA) 2 CPE Eligible
BusIness Management & Organization 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 Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 2 CPE Approved
BusIness Management & Organization for Chartered Professional Accountant in Canada 2 CPD Eligible
Business Management for Certified Management Accountants (CMA) 2 CPE Eligible
BusIness Management & Organization 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 Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Explain the purpose and structure of a Sustainability Balanced Scorecard.
  • Discuss the role of performance measurement in strategic decision-making.
  • Differentiate between input, output, and impact measures for sustainability.
2.5 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2.5 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2.5 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2.5 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
On Demand (video)
  • Explain how AI increases reliance risk in professional outputs.
  • Differentiate between judgment and automated outputs.
  • Design repeatable governance processes for AI workflows.
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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE 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
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Business and Asset Valuation for Chartered Business Valuator (CBV) 1 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Discuss how to embed AI seamlessly into enterprise systems for efficiency.
  • Identify ways to leverage AI-native tools to expand finance capabilities.
  • Explore strategies to accelerate digital growth within modern finance functions.

* 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

Dev Strischek

Dev Strischek

Principal, Devon Risk Advisory Group, LLC

A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group and engages in consulting, speaking and training on a wide range of risk, credit, and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing, and administering credit policies for SunTrust's wholesale lines of business--commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management. He also spent three years as managing director and credit approver in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach region. Besides stints at other banks in Florida, Kansas City, and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.

Dev serves as an instructor at the Stonier Graduate School of Banking, the Southwestern Graduate School of Banking, and the American Bankers Association's (ABA) Commercial Lending School. His school, conference, and workshop audiences have included participants drawn from the ABA, RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA.  He worked with RMA to develop, implement, and teach its Critical Thinking course.

Dev has written about credit risk management, financial analysis and related subjects for the ABA's Commercial Insights, the Risk Management Association's RMA Journal, the IMA’s Strategic Finance and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA and former Florida Chapter president, Dev serves as a member of the RMA Journal's advisory board.  He represented the banking industry as a member of the Financial Accounting Standards Board’s Private Company Council, which reviews and recommends changes to existing and proposed generally accepted accounting principles that make them more cost-effective for privately held companies.  Finally, he has consulted on credit risk issues with banks in Morocco, Egypt, and Angola through the US State Department's Financial Service Volunteer Corps (FSVC).

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Eric Knight

Eric Knight

Accounting Hound

Dr. Knight's journey in the world of numbers began with a Bachelor’s degree in Accounting from LSU, followed by a Master of Science in Accountancy from the University of North Texas. His career took off at Deloitte and Touche, LLP, one of the prestigious Big Four accounting firms, where he not only honed his skills but also completed the CPA requirements. 

With 15 years under his belt in the realms of accounting and financial analysis, Dr. Knight has mastered diverse areas including tax, financial reporting, financial analysis, and business management. His wealth of experience is matched by his passion for education. 

In 2015, he achieved a Doctorate of Business Administration (DBA) and transitioned into academia. Today, he inspires the next generation of accountants and business professionals through his engaging courses at various colleges and universities. 

Dr. Knight also conducts impactful training seminars and runs Accounting Hound, a website dedicated to accounting education. An accomplished author, he has published several journal articles and a book on basic accounting principles. Dr. Knight’s dynamic teaching style and extensive expertise make him a sought-after educator in the field of accounting and finance.

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Garrett Wasny

Garrett Wasny

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

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Gary Cokins

Gary Cokins

Advisor, Gary Cokins

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager.

In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software.

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Gaurav Sharma

Gaurav Sharma

AllFinTalk

Gaurav Sharma is a seasoned finance professional with a diverse skill set encompassing FP&A, leadership, public speaking, content creation, and career coaching. With an MBA in Applied Finance and Leadership & Strategy from NMIMS, Gaurav boasts a 17+ year career spanning renowned organizations like Genpact, IHG Hotels & Resorts, Bharti Airtel, Infosys, and ACS Solutions. 

Currently serving as an Associate Director - FP&A at Pyramid Consulting Inc., Gaurav is passionate about sharing his knowledge and experience. Over the past four years, he has actively engaged in training sessions, workshops, and guest lectures at prestigious institutions like DTU, IIM, SIRT, and IMA to educate and inspire aspiring finance professionals. 

Gaurav's expertise lies in the following areas: 

  • Financial Planning & Analysis (FP&A): A seasoned FP&A expert, Gaurav possesses a deep understanding of financial modeling, forecasting, budgeting, and variance analysis. 
  • Leadership & Strategy: Gaurav's leadership skills and strategic acumen have enabled him to drive successful initiatives and lead high-performing teams. 
  • Public Speaking & Content Creation: As a Toastmaster and content creator, Gaurav excels in effective communication and engaging storytelling. He regularly shares insightful content on FP&A, finance, and career development. 
  • Career Coaching: Gaurav leverages his industry experience and knowledge to guide aspiring finance professionals in their career journeys, providing valuable advice on job hunting, skill development, and career advancement.
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Gregory Holzel

Gregory Holzel

Owner, GT Financials PLLC

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.


Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.


Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.


Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.


Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.


Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.


Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

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Justin Muscolino

Justin Muscolino

Owner, Justin Muscolino

 Justin brings over 20 years of wide-arranging experience in compliance, training and regulations. He has served as Head of Compliance Training at Bank of China, Macquarie Group’s Head of Americas Compliance Training and JPMorgan Chase’s Compliance Training Manager.Justin also worked for FINRA, a US regulator, where he created Examiner University to train examiners on how to perform their function.

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Manish Gupta

Manish Gupta

Founder & CEO, VITTPRO

Manish is an energetic, result-oriented professional with over 15 years of management, finance, audit, operations, risk management, and customer experience expertise. He has led monthly reporting, P&L analysis, budgeting, and strategic planning initiatives, and is known for innovative, growth-driven problem-solving. With hands-on experience leading projects for change, Manish directed the ERP implementation across 16 hotels for Htoo Group, leveraging his strategic mindset and commitment to efficiency and lean management.


He is the founder of eHotelManagementSchool.com, where he shares his industry knowledge through online classes and consulting, helping small hotels and startups with finance and management challenges. Manish is passionate about people development, positive leadership, and supporting business transformation via learning, technology, and operational improvement.

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Paulo Ribeiro

Paulo Ribeiro

OLI-Sistemas Sanitarios S.A

Paulo Jorge Ribeiro brings more than twenty years of financial leadership as CFO of OLI – Sistemas Sanitários S.A., Southern Europe’s largest sanitary systems manufacturer. He has steered the company’s strategy and innovation, helping OLI expand its global footprint to over 80 countries and five continents. Paulo’s commitment to quality and sustainable solutions is central to OLI’s reputation and continued growth.


As a Doctoral Researcher at the University of Porto, Paulo specializes in bridging finance, M&A, AI, business intelligence, and strategic execution. His academic and professional focus on technology integration and data-driven decision-making drives transformative change throughout OLI’s global operations.

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Ross Maynard

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant. 

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.


I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

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Frequently Asked Questions

This program covers FP&A, financial forecasting, budgeting, financial modeling, profitability analysis, working capital management, enterprise risk management, management accounting, performance management, ESG-aligned performance measurement, and AI-driven finance transformation. It focuses on practical strategies that support effective financial decision-making. 

This program helps professionals strengthen forecasting, financial modeling, budgeting, and performance management capabilities. It provides practical insights that can be applied to financial planning, strategic decision-making, risk assessment, and long-term value creation initiatives.

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.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.