The Queen & Succession Planning 0.2 Credit
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Recently, the Queen publicly announced her greatest wish was for her son, Prince Charles to take her place on the throne as Head of the Commonwealth. This is a basic sense is succession planning.
Succession planning as a tremendous asset for business organizations is equally necessary for both privately held and public organizations to have a smooth transition to happen when ownership changes due to any reason. Unfortunately, contrary to how significant it is, just 35% of organizations have a plan in place.
Join this CPE Nano Learning course by Drew Stevens who will drive you through the basic understanding of succession planning.
Following are the major questions that are answered in this online course:
At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.2 CPE | Approved |
| Finance for Accredited in Business Valuation (ABV) | 0.2 CPD | Eligible |
| Personal Financial Specialist (PFS) | 0.2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.2 CPE | Approved |
| Finance for Accredited in Business Valuation (ABV) | 0.2 CPD | Eligible |
| Personal Financial Specialist (PFS) | 0.2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.2 CPE | Approved |
| Finance for Accredited in Business Valuation (ABV) | 0.2 CPD | Eligible |
| Personal Financial Specialist (PFS) | 0.2 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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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.
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