The Queen & Succession Planning

Welcome to myCPE

CPA (US)

CPA/ABV

CPA/PFS

Accountant/Bookkeeper/Tax Professionals

Published : November, 2022

Free (Only Today)

0.2 Credit

Subject Area

Finance

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Before starting this self study program, please go through the instructional document.

Course Description
Course Qualification
Presenter
FAQ

Course Description

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:
Who needs succession planning?
What are the myths about succession planning?
What is succession planning?
What are the reasons for succession planning?
When should you begin succession planning?
What are the steps for making a strategic succession plan?
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.

Learning Objectives

To identify the benefits of succession planning.
To analyze attributes that an individual, responsible for succession planning, should possess.

Course Qualification

Webinar Qualifies For

0.2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
0.2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
0.2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
0.2 CPD Credit for Personal Financial Specialist (PFS)

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Additional details

Course Level :

Basic
Credits :

0.2
Instructional Method :

Nano Learning
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

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

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.
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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.
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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.
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