Financial Intelligence for Entrepreneurs, Executives, and Directors 4 Credits 4 Credits
Learning mode
Great entrepreneurs, executives, and directors know when they are
talking dollars, they are making sense. When they look at a set of financial statements,
they can immediately evaluate performance, identify issues, and probe for
insight. Whether they are in the boardroom, at a conference, or at a meeting for
dinner, they are comfortable talking about the numbers to raise money,
negotiate deals, or make investment decisions. Financial intelligence gives
these senior people their swagger.
This online CPE course is uniquely designed to show you how seasoned
executives act and sound like financial experts without dwelling on the details
of how one prepares financial reports and analyses. The emphasis of this online
continuing education course is on the users of financial information and
serving their needs to make better decisions.
In this continuing professional education course, you will learn to
look at financial statements through the eyes of a seasoned
executive. You will learn how to probe into issues of performance and identify the root causes. You will learn to rise above the preparation aspects of accounting and finance that bog down many new financial professionals and scare
most non-financial professionals. The insights will help you negotiate your
next financing or make your next investment decision. Regardless of whether you
have a financial background or not, you will benefit from taking this course to
hone your financial intelligence.
Major topics covered in this online CPE Finance webinar:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Certified Management Accountants (CMA) | 4 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 4 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 4 PL | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 4 CE | Eligible |
| Certified Wealth Strategist (CWS) | 4 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 4 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 4 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 4 CPE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 4 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 4 CE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 4 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 4 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 4 CE | Eligible |
| Finance for CIPM | 4 PL | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Finance for 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 |
| Certified Management Accountants (CMA) | 4 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 4 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 4 PL | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 4 CE | Eligible |
| Certified Wealth Strategist (CWS) | 4 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 4 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 4 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 4 CPE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 4 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 4 CE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 4 CE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 4 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 4 CE | Eligible |
| Finance for CIPM | 4 PL | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Finance for 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.
Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader. His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned. He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.

What is Self Study (QAS)?
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.
How do I earn CPE credits through self-study?
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.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
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.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course 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.
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.
JY
Wonderful course and not too much jargon!! great overview of the metrics needed to evaluate and run a company.
JK
I enjoyed the overview of Financial Intelligence. It covered a lot of area.
May 09, 10:00 AM ET
May 09, 11:30 AM ET
May 09, 12:30 PM ET
May 09, 01:00 PM ET
May 09, 02:30 PM ET
May 12, 01:00 PM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
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 - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
Exclusive mobile
app for our unlimited
access subscribers
Select your plan, complete your payment, and access a world of knowledge.
| Subscription Inclusions | Silver | Gold |
|---|---|---|
15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
 |
|
|
500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
|
|
|
50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
|
|
|
50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
|
|
|
100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
|
|
|
AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
|
|
|
Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
|
|
|
Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
|
|
| Mobile App Access (iOS and Android) | |
|
|
Access to Communities
Join communities tailored to your specific interests and areas of expertise. |
 |
|
|
Access to Practical Training Programs
Focused training with pre-built assessments for all levels to upskill your staff efficiently. |
|
|
|
Select Tenure |
Congratulations!
Error!
