Entrepreneurial Financial Management Self-Study CPE Course

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

The Big Questions for a Business Owner

6 mins
Four Functions of the Entrepreneur

17 mins
Sources of Cash

70 mins
Pros of LLCs

92 mins
Importance of Vision and Mission Statements

125 mins
Forecasting

143 mins
Financial Lifecycle of a Small Business

164 mins
Price Change Analysis

185 mins

Course Description

We understand that being an entrepreneur isn't easy. While you are busy focusing on improving your product/service or winning more customers, your business finance often takes a backseat.

Sound financial management is at the heart of every business, no matter how big or small. Without it, even viable and potentially profitable businesses will fail.

As per the reports of Small Business Administration around 20% of small business fail in the first year, 50% go belly up after five years, and only 33% make it to 10 years or longer.

This online continuing education class provides a financial overview of the entrepreneurial the journey from start-up to operational decisions to exit planning.

In this online CPE course, you’ll also hear what lenders look at when deciding whether to make a loan to a small business.

Key topics covered in this online Finance CPE webinar:

Why and how entrepreneurs start companies.
Business structure selection
Sources of cash
Financial struggles of small businesses
Small business cash flow management
The financial components of a business plan
Strategic planning
Key small business financial metrics
Pricing and profitability analysis
Risk management
Exit planning

Learning Objectives

To identify the sources of cash for a small business
To explore types of business structures
To recognize key financial components of business plans and strategic planning
To discover the lending criteria for business loans
To explore how to assess the profitability of pricing changes

Recommended For

This Online Continuing Professional Education webinar is recommended for CPAs, CMAs, CVA, ABV and PFS who wants to help their small business clients in management of entrepreneurial finance
This Online webinar is recommended for CPAs in Canada who wants to support Small Business clients in management of entrepreneurial finance

Who Should Attend?

Business Owner
CEO
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Certified Valuation Analysts
CFO/Controller
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Finance Director
Finance Pros
Financial Planner
Management Consultant
Outsourced CFO
Personal Financial Specialist (PFS)
Young CPA

Course Qualification

Webinar Qualifies For

4 CPE Credit of Finance for Certified Valuation Analyst (CVA)
4 CPE Credit of Finance for Certified Public Accountants (CPA-US)
4 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
4 CPD Credit for Accredited in Business Valuation (ABV)
4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
4 CE Credit for Certified Wealth Strategist (CWS)
4 General Credit for Accountant/Bookeeper
4 PL Credit for Chartered Financial Analyst (CFA)
4 PL Credit for Certificate In Investment Performance Measurement (CIPM)
4 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
4 CPE Credit for Certified Government Financial Manager (CGFM)
4 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
4 CPE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
4 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
4 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
4 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
4 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
4 CRE Credit for Certified Corporate FP&A Professional (FPAC)

Additional details

Course Level :

Basic
Credits :

4
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Rob Stephens

Founder, CFO Perspective

I provide financial consulting, coaching, and education for small businesses. My company helps small businesses and their owners:

Improve cash flow
Gain clarity on long-term business strategy and shorter-term plans
Cut through the clutter of numbers to identify and measure the key measures of success
Determine the most profitable opportunities
Maximize pricing strategy
Overcome thinking errors that hamper success
Forge a common strategy with a business partner
Gain confidence in a significant financial decision
Optimize business cash flows for personal cash flow needs

About Company

CFO Perspective

cfoperspective.com

CFO Perspective provides financial consulting, coaching, and education for small businesses. My company helps small businesses and their owners:

Improve cash flow
Gain clarity on long-term business strategy and shorter-term plans
Cut through the clutter of numbers to identify and measure the key measures of success
Determine the most profitable opportunities
Maximize pricing strategy
Overcome thinking errors that hamper success
Forge a common strategy with a business partner
Gain confidence in a significant financial decision
Optimize business cash flows for personal cash flow needs

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.