Corporate Planning, Budgeting, and Forecasting 4 Credits
Learning mode
Planning, Budgeting, and Forecasting are crucial components of a company’s performance management and key responsibilities of your executive finance department. These processes are generally combined into one, in which each component represents a step towards a successful financial strategy. You will need to create an insightful financial plan to establish accessible, company-befitting short-term, and long-term goals.
This webinar provide a comprehensive view of the corporate planning and budgeting process - from the strategic plan to the operating budget. Emphasis is especially laid on key elements of successful strategic plans, flexible budgeting, identification of investment opportunities, budgeting best practices, and techniques to improve the quality of forecasts. The content covered in this course provides a pathway to developing your analytical and critical-thinking skills and closing skills gaps in a variety of relevant topics.
Key topics:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| CPA in Canada | 4 CPD | Eligible |
| Certified Management Accountants (CMA) | 4 CPE | Eligible |
| Financial Forecasting for Accredited in Business Valuation (ABV) | 4 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 4 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 4 CE | Eligible |
| Certified Valuation Analyst (CVA) | 4 CPE | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 4 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| CPA in Canada | 4 CPD | Eligible |
| Certified Management Accountants (CMA) | 4 CPE | Eligible |
| Financial Forecasting for Accredited in Business Valuation (ABV) | 4 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 4 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 4 CE | Eligible |
| Certified Valuation Analyst (CVA) | 4 CPE | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 4 CPE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KR
I am a finance and accounting professional and thought this course was an excellent walk through of quite a number of theoretical strategies. I think a longer more in depth course, with more practical examples or images of samples / scenarios would be more interesting and have more valuable learning for someone with 15 years of experience. But this was a good high level refresher course.
SL
This was an excellent certification, great refresher, excellent presenters
Jan 27, 03:30 PM ET
Feb 06, 01:30 PM ET
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