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. Â
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.Â
Key topics:Â Â
| 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
4
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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.
He has worked at the intersection of entrepreneurship, business leadership, technology, and education for over 25 years, resulting in a wide range of skills and experiences...
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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
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.
What are the requirements to maintain compliance with live webinar courses?
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.
How can I access my webinar completion certificates?
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.
How are credits reported to governing bodies?
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
Mar 06, 04:00 PM ET
Apr 02, 11:00 AM ET
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