Surcharging: Everything You Need to Know CPE Selfstudy Course

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Everything You Need To Know About Surcharging

Reviewed

September, 2023

Emiley Parker

Learning Objectives

To analyze the history of the credit card processing industry.
To discuss the history of surcharging.
To discuss the current status of surcharging in the U.S.
To recognize how you can implement surcharging in your firm in a compliant fashion.
To make a judgment if surcharging is right for you and your clients.

Course Description

Also known as ‘Check-out fees’, ‘merchant service fees, and credit card fees, etc., the surcharge is an extra fee charged by the merchant when receiving the payment through a credit card. These charges are for interchange fees, cash advance fees, annual fees, enhancement income, interest income, etc. Credit card companies make $163bn from this income in 2016.

Though the practice of surcharging is frequently discussed, it is rarely completely understood. In this Online CPE Webinar, Erika Segal, Associate Brand Manager with CPACharge will walk you through the history of surcharging, the current laws relating to surcharging in the United States, and discuss how you can implement complaint surcharging in your practice.

Irrespective of whether you're part of a large firm or you're a sole practitioner, you don't want to miss the opportunity to learn about this intricate topic that can benefit you.

Major topics covered in this Online CPE webinar on Finance:

History of credit card industry and surcharging.
Current status of surcharging laws in the U.S.
Pros and Cons of surcharging.
How you can implement surcharging in your firm.
Is surcharging right for you and your clients?

Overview

The History of Credit Cards & Surcharging

3 mins
Surcharge Fee vs Convenience Fee?

12 mins
The Legal status of surcharging in the U.S.

24 mins
Implementing surcharging in your firm

33 mins
Assess the impact

38 mins

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPE Credit of Finance for Chartered Financial Consultant (ChFC)
1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CPE Credit of Finance for Retirement Income Certified Professional (RICP)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
1 CPE Credit of Finance for Wealth Management Certified Professional (WMCP)
1 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CPE Credit of Finance for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Emiley Parker

Brand Manager, CPACharge

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.6

Excellent

Very Good

Average

Poor

Terrible

Rebecca Mogensen, CPA/ABV, CPA (US)

I really liked the background information. It really set the stage for the rest.

Dale Scrimger, CPA (US)

The real life examples and the simplification of the material

Jessica Anderson, CIA, CPA (US)

Offered great advice for merchants concerning surcharges.

July Heng, CPA (US)

Very informative

Christina Knight, CPA (US)

Good information

1 Credit

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Subject Area

Finance

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Everything You Need To Know About Surcharging

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Emiley Parker

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Rebecca Mogensen, CPA/ABV, CPA (US)

Dale Scrimger, CPA (US)

Jessica Anderson, CIA, CPA (US)

July Heng, CPA (US)

Christina Knight, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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