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CPE247.com Registry # 115738 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.



 Title  Credit  Format  Price  View
+    Personal Financial Planning For Accountants 20 Online $179.00 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

A comprehensive course on personal finance. What is more important to the "average person”' than personal financial planning and money management?  This course teaches you all the major areas in personal financial planning—planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning, banking, Insurance, home buying, consumer credits and money management, investment planning, retirement planning, and estate planning.

Click Here to view course objectives

+    Financial Markets: A Comprehensive Overview 12 Online $179.00 View

Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess of available funds to those with a shortage. Funds are transferred in the financial markets through the purchase and sale of financial instruments (such as stocks and bonds). Short-term financial instruments are available in money markets, while longer-term financial instruments are purchased and sold in the world’s capital markets. Many financial markets have been in existence for hundreds of years; however the modern era has brought along many new innovations such as securitization and the derivatives market.

This course provides an introductory overview of the world’s largest financial markets, including the money, bond, stock, mortgage, foreign currency and derivatives markets. This course reviews the various types of financial risk that impact these markets, as well as the economic variables that influence market activity (such as interest rates and monetary policy).


Learning Objectives

After completing this course, participants should be able to:

  • Describe the unique characteristics of financial markets.
  • Recognize the types of financial instruments traded in financial markets.
  • Explain how economic variables (such as interest rates and monetary policy) and financial risks impact financial market activity.

Click Here to view complete list of course objectives

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies



+    Derivatives & Hedging for Accountants N/A Online $119.00 View

A derivative is a financial product that derives its value based on an underlying asset, liability or other variable (such as an interest rate, foreign currency or commodity price). Derivatives have become very popular tools for “hedging” (i.e. reducing) financial risk; they have also become an increasingly standard item on big companies' balance sheets. Yet understanding how they work, what they are used for and how they can affect the bottom line of a business has proven to be a significant challenge for the accounting and auditing industries.

This course provides an “accountant-friendly” overview of financial risk management and derivative instruments. This overview focuses on the various types of risk that impact financial markets today, as well as the four major categories of derivatives commonly used to hedge these risks (i.e. forwards, futures, swaps and options).

COURSE LEARNING OBJECTIVES

After completing this course, participants should be able to:

• Define the various types of risk that impact financial markets.
• Describe the unique characteristics of forwards, futures, swaps and options.
• Recognize appropriate hedging practices using derivative instruments.

Chapter 1
Introduction to Derivatives and Hedging

After studying this chapter participants should be able to:

• Define the various types of risk that impact financial markets.
• Recognize proper financial risk management practices.
• Describe the tools used to manage financial risk.

Chapter 2
Forwards

After studying this chapter participants should be able to:

• Describe the unique characteristics of forward contracts.
• Recognize appropriate hedging practices using forward contracts.
• Calculate the payoff from a forward contract.
• Calculate forward prices and describe the effects of arbitrage on forward pricing.

Chapter 3
Futures

After studying this chapter participants should be able to:

• Describe the differences between futures and forwards.
• Explain the mechanics of futures exchanges.
• Calculate futures daily margin requirements.
• Describe the financial and operational risks associated with using futures contracts as hedging tools.

Chapter 4
Swaps

After studying this chapter participants should be able to:

• Describe the unique characteristics of swap agreements and recognize the differences between the various types of swaps.
• Calculate swap settlement amounts.
• Recognize appropriate hedging practices using swaps.

Chapter 5

After studying this chapter participants should be able to:

• Describe the unique characteristics of option contracts.
• Recognize the differences between option contracts and other types of derivative products.
• Recognize appropriate hedging practices using option contracts.
• Calculate the payoff from an option contract.

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Information systems and technology For managers 22 Online $119.00 View

 

The course covers information systems  in  all  phases  of business and  in  all  functional  areas  to  analyze  and  solve business problems  in  the  "real  world."    The practical and efficient use of computer technology, both software and hardware, are highlighted.   All types of business applications are covered. The importance of data bases, networking, telecommunications, and wireless mobile technology are presented. Popular accounting, tax, finance, management, manufacturing, and marketing software are explained for easy use.   Software for  decision  support  systems  (DSS), Executive Information  Systems (EIS), and Expert Systems (ES) and Artificial Intelligence (AI) such  as financial  modeling, budgeting,  strategic planning and control,  forecasting, data analysis, inventory planning, and optimization  software   are  discussed.

+    Controllers’ Guide To Multinational Financial Management 14 Online $109.00 View

This course is designed for managers working for multinational companies (MNCs) as well as accountants, CFOs, controllers, treasurers, and international investors.  In a modern economy, neither businesses nor individual investors can afford to be ignorant of the basic concepts of international finance. Changes in exchange rates and differences in national inflation and interest rates can affect the competitive position of businesses regardless of whether they are engaged in international operations.

For companies that are engaged in international business, national differences in banking, commercial laws, regulations, and political stability also complicate decision making. Today’s investors must also understand the effects of, and interactions among, exchange rates, inflation rates, and interest rates if they wish to maximize their returns and minimize their risks.

The study of multinational finance constitutes an essential component of a modern business education. The subject multinational finance is offered in a variety of titles including international finance, global finance, international financial management, or financial management of multinational corporations etc. at both the undergraduate and graduate levels.

Controllers’ Guide to Multinational Financial Management provides a clear and concise introduction to international finance.  This course is written and compiled for working professionals engaged in the fields of international finance, global trade, foreign investments, and banking.  It may be used for both day-to-day practice and for technical research. This course is a practical reference of proven techniques, strategies, and approaches that are successfully used by professionals to diagnose multinational finance and banking problems. The course covers virtually all important topics dealing with multinational business finance, investments, financial planning, financial economics, and banking. This course will benefit accountants, practicing financial analysts, CFOs, controllers, financial managers, treasurers, money managers, fund managers, investment analysts, and professional bankers, who are engaged in multinational operations.

Controllers’ Guide to Multinational Financial Management will enlighten the practitioner by presenting the most current information, offer important directives, and explain the technical procedures involved in the aforementioned dynamic business disciplines. The course applies to large, medium, or small multinational companies. It will help you to make smart decisions in all areas of international finance and banking.

You’ll find ratios, formulas, examples, applications, exhibits, charts, and rules of thumb to help you analyze and evaluate any global finance-related situation. 

Click here for Course Objectives

Field of Study

Finance

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

None

+    Strategic Management: Concepts And Tools 12 Online $109.00 View

Strategic Management introduces, explains, and analyzes the activities needed to develop, select, implement, and evaluate a firm’s competitive strategy. This course focuses on both the content of a firm’s strategy and the process by which this strategy is developed and executed. This course is designed to illustrate development, formulation, implementation, and evaluation of business strategy. Emphasis is placed on the need for awareness of, and accommodation to, changes in an organization's internal and external environments. Generic types of business strategies and techniques for analyzing strategies are also covered.

Field of Study

Business Management

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

None

 

Click here for Course Objectives

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    The Pocket Mba: Concepts And Strategies 15 Online $109.00 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

This course is a one-stop problem-solver for today’s busy executive. It’s a working guide to help you quickly pinpoint in the complex world of business.

  • What to look for
  • What to do
  • What to watch out for
  • How to do it

 You’ll find concepts, guidelines, and rules of thumb to help you conceptualize, analyze, and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful. Part I takes you through the world of business strategy, management, marketing, and legal environments of business. Part II covers the economic issues of interest to business managers because they have a signif­icant impact upon corporate success or failure. As companies go global, some relevant issues of concern to business people are foreign exchange rates, currency risk management, political risk, and international sources of financing. It also covers the use of information  systems  and information technology (IT)  in  all  phases  of business and  in  all  functional  areas  to  analyze  and  solve business problems  in  the  "real  world."  This course has been designed in question-and-answer for­mat in order to address the pertinent issues that come up dur­ing the course of business.

Click Here to view course objectives

+    The Complete Business Math For Accountants 24 Online $99.00 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

  The Complete Business Math for Accountants provides accountants, managers, and business entrepreneurs with the information, analyses, and insights necessary to analyze and calculate the consequences of a wide range of business financial strategies and problems. The ability to select the right operational technique is vital if the business is to survive, profit, and grow in today's uncertain economic environment. The owner of a small business must be able to make the right financial decision based on sound mathematical reasoning in order to run the business efficiently. They must understand the problem, and then apply math skills to solve it.


      This course contains hundreds of filled-in examples, illustrations, practical applications, measures, procedures, rules of thumb, statistical data, exhibits, tables, graphs, and diagrams. They are presented to aid in the comprehension and successful solution of a particular problem. The reader will also learn when and how to use the appropriate computational method, why it is used, when computer techniques such as spreadsheets should be used, and how to read and analyze the computer printout.

Click Here to view course objectives

+    Effective Business Communications 11 Online $99.00 View

Good communications, oral or written, is the key to success in business life. The course is intended to assist business people in gaining understanding of the communication process, writing and organization methods, and oral aspects of communication in business. Emphasis is also placed on new technology in business communications, including e-mails, blogs, social networking, and meeting systems.  Effective Business Communications is intended for:

  • People in business who have not studied business communications---particularly business writing--as part of their formal education.
  • Students preparing for subject or credit examinations and practitioners in fields in which competence in communication skills is part of a certification program.
  • Business, government, and educational organizations conducting in-service training programs.

 

The course is easy to use and should assist the user in gaining understanding of the communication process, writing and organization methods, and oral aspects of communication in business. At the same time, to develop skill in applying this understanding takes practice which can only be gained in day-to-day application.

 

Field of Study

Communications

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

None

 

Click here for Course Objectives

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Retailing: Brick-Mortar/Click-Mortar 14 Online $99.00 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

Retailing, the business of selling consumer goods to final consumers, is constantly changing.  Retailers are particularly affected by changes in the consumer population; in the economic, social, technological, and political environment; and in competitive conditions. This course teaches you the main requirements of effective retail management: personal qualifications of management; an adequate financial structure; necessary physical facilities; effective policies and procedures; and competence, loyalty, and productiveness of personnel. Also discussed are online retailing (e-tailing) strategy, improving Internet presence, and future changes in retailing.

Click Here to view course objectives

+    The Professional Financial Consultant: 20 Online $99.00 View

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

The Professional Financial Consultant: Commercial, Sba, Real Estate, And Venture Capital Financing

This course is designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of businesses. The course focuses on the basic principles, concepts, terminology and instruments used to qualify a client, package a loan, and delineate the various services available in the financial community. Useful Internet resources are provided wherever applicable.

Chapter One
THE PROFESSIONAL LOAN BROKER

After studying this chapter you will be able to:

1. Describe the role of the loan broker.
2. Outline the marketing techniques and services offered by the loan broker.
3. List the procedures to achieve financial success.
4. Qualify your clients.
5. Set your fee.
6. Implement a process for loan packaging and guaranteed income.
7. Identify the typical list of loan-packaging services.
8. Interpret the facts available in the marketplace.
9. Distinguish what lenders are look for.

Chapter Two
COMMERCIAL FINANCE

After studying this chapter you will be able to:

1. Outline the process for factoring accounts.
2. Facilitate the use of accounts receivable for financing.
3. Utilize inventory financing.
4. Justify the use of equipment financing and equipment leasing.
5. Select and prioritize your business financing.
6. Apply for Small Business Administration (SBA) loans.
7. Arrange for venture capital financing.
8. Work a loan online.
9. Raise equity and venture capital online.

Chapter Three
REAL ESTATE LOANS

After studying this chapter you will be able to:

1. Conduct a basic review of available real estate loans.
2. Define estates.
3. Prepare the transfer of deeds.
4. List and give examples of the kinds of deeds.
5. List and give examples of real estate loan originations.
6. Arrange for residential loans.

Chapter Four
INTRODUCTION TO COMMERCIAL REAL ESTATE FINANCING

After studying this chapter you will be able to:

1. Analyze income property loans.
2. Depict the income-property lending process.
3. Arrange for interim loan underwriting.
4. Locate permanent mortgage investors.
5. Establish the process for financing apartments.
6. Outline apartment loan underwriting guidelines.
7. Arrange for shopping center financing.
8. Utilize the financing opportunities available for office-warehouses.
9. Facilitate financing for general offices (multi-tenancy).
10. Locate and arrange financing for medical office buildings.
11. Select financial package for mobile home parks.
12. Plan and evaluate financial packages for hotels and motels
13. Summarize the financial organization need for nursing homes.
14. Arrange for construction loans.

Chapter Five
REAL ESTATE FINANCING AND FUNDAMENTALS OF INVESTING

After studying this chapter you will be able to:

1. Outline the loan process.
2. Describe an online loan application.
3. Explain and give examples of the lending laws.
4. Identify sources of funds.
5. Summarize the classification of mortgages.
6. State the type of financial paperwork needed.
7. Document the follow up of the loan process.
8. Explain how to get started as an investor.
9. Describe the factors to be considered in investment decisions.
10. Define return and risk.
11. Discuss the risk-return tradeoff.
12. List the types of risk.
13. Identify the factors to be considered in housing decisions.
14. State how to invest in real estate.

 

 

 

 
+    Social Media Marketing 8 Online $89.99 View

In technical terms, social media refers to a variety of Web-based applications (such as Facebook, Twitter, YouTube, et al) that facilitate (1) communication and collaboration amongst users of the Internet and (2) the creation of “user-generated content” in the form of words, pictures, audios and videos. However social media represents much more than this simple definition; social media signifies nothing less than a revolution in the ways that people communicate, consume media and conduct business. Many businesses are rethinking entire marketing strategies in order to focus on this new world known as “Web 2.0”. Social media tools such as social networks, blogs and podcasts are now commonly used to market products and services to consumers.

This course provides an overview of social media and its impact on the marketing process. This overview includes descriptions of the various forms of social media and profiles of the most popular social media websites. This course also introduces the concept of social media marketing and discusses how you can use social media to market your business, promote your brand and influence your potential customers. Finally, this course provides a step-by-step guide for CPA’s and other professionals to utilize when launching a social media marketing campaign.


+    Computer Security: Crime And Fraud Protection 12 Online $89.00 View

The course is intended primarily to help business executives and information systems/computer professionals protect the computer and the data from a wide variety of threats.  Security concerns have heightened in the recent years.  Weak computer security and lack of internal controls increases an organization's vulnerability. The major steps in understanding and managing computer security are discussed in this course.  The course helps business executives identify resources in their organizations that need to be protected. 

 

Field of Study

Computer Science

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

None

 


 

Click here for Course Objectives

 

 

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Economic Analysis For Business And Strategic Decisions 11 Online $89.00 View

This course provides a clear and concise introduction to managerial economics.  The course managerial economics is offered in a variety of titles including business economics, economic analysis for business decisions, economics for management decisions, etc. at both the undergraduate and graduate levels.

It focuses on the fundamentals and essentials needed to understand how business decisions are made and tackled using economics and other quantitative tools. It illustrates decisions with many solved problems to test and help students reinforce their understanding of the subject.  Further, many business professionals can benefit from this course. The reader is assumed to have done some introductory-level work in economics. A minimal amount of background in college-level math and statistics is also expected.

This course extensively and intensively shows the application of economic theory and concepts to real-life business decisions.  It consists of questions and problems along with their answers and suggested solutions.

 

Field of Study

Economics

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

None

 

Click here for Course Objectives

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies

+    Financial Essentials For Not-For-Profit Managers 13 Online $89.00 View

Managers of nonprofit organizations (NPOs) generally are not skilled in financial matters.  Or, managers are often preoccupied with its welfare objectives and fund raising and ignore the operations efficiency and operating cost controls.  A series of appropriate questions that nonprofit financial managers must address in connection with an organization’s financial condition and activity include:

  1. Do we have a profit or a loss? 
  2. Do we have sufficient reserves? 
  3. Are we liquid? 
  4. Do we have strong internal controls? 
  5. Are we operating efficiently? 
  6. Are we meeting our budget? 
  7. Are our programs valid? 
  8. Are we competing successfully?
  9. Is our prioritizing of programs and activities reasonable?

The course is an attempt to help answer theses questions.

Click Here to view course objectives

 

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancelation and record retention policies