This course teaches you the securities market, the various types of investment securities (stocks, bond, options, futures, tax-advantaged investments, mutual funds, etc.), and the risk-return characteristics of each. It focuses on the principles and tools of investment analysis, asset allocation, portfolio selection and management.  The course tells you what are available to invest in, the features of each type of investment, the advantages and disadvantages of each investment category, including global investing, and when a particular investment type might be suitable for you. 

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Revision Date: 1/20/21

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
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Course Description:

This course discusses all facets of mergers and acquisitions (M&As) and divestitures, including deciding on terms, key factors to consider, pros and cons, types of arrangements, evaluative criteria, valuation methods, financial effects of a merger, holding companies, takeover bids, SEC filing requirements, accounting and reporting requirements for business combinations, and financial analysis of combinations. Also addressed is emergence of corporate development officers (CDOs).

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Revision Date:2/27/2024

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
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Course Description

This course is designed for accountants who must have financial knowledge but has not had formal training in finance. Topics include: The Sarbanes-Oxley Act financial reporting requirements, uses and analysis of financial statements, financial forecasting and cash budgeting, risk and return, valuation of stocks and bonds, time value of money, investing and financing, leverage, optimal capital structure, portfolio selection, management of financial resources, and international finance.

Field of Study:  Finance

Level of Knowledge:  Overview

Prerequisite: None

Advanced Preparation: None

Revision Date: 10/5/22

Course Description
Complete Business Math for Accountants provides accountants, managers, and business entrepreneurs with the information, analysis, 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, why and how to use the appropriate computational method.

Field of Study Finance
Level of Knowledge Basic
Prerequisite Basic Math and accounting
Advanced Preparation None

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Revision Date: 1/25/23

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
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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.

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Revision Date:1/2021

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
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Course Description:

Good communications, oral or written, is the key to success in business life. The course is intended to assist business people in gaining an understanding of the communication process, writing and organization methods, and oral aspects of communication in business.  Effective Business Communications is intended for people in business who have not recently studied business communications as part of their formal education.


Field of Study    Communications and Marketing
Level of Knowledge    Overview
Prerequisite    None
Advanced Preparation    None
Revision Date: 5/18/22

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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
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Course Description

Finance involves obtaining, using, and managing funds to achieve the company’s financial objectives (e.g., maximization of shareholder value). The course emphasizes and develops an understanding of financial concepts, tools, strategies, and major decision areas related to the financial management of the business. This course is directed toward the businessperson who must have financial knowledge but has not recently had training in finance. 

Topics include a broad overview of business types and formation, funding, capital markets, tax planning, budgeting, financial statement and analysis and many other aspects of running a business.  Many subjects are discussed with the intention of providing the business person with a quick introduction to commonly used business terms and requirements.

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Revision Date: 10/5/2022

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
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Course Description:

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.

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Field of Study Finance
Level of Knowledge Intermediate
Prerequisite None
Advanced Preparation None

Revision Date: 1/25/2023

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
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Business and financial forecasting is of extreme importance to managers at practically all levels. It is required for top managers to make long-term strategic decisions. Middle management uses sales forecasts to develop their departmental budgets. Every other plan such as a production plan, purchasing plan, manpower plan, and financial plan follows from demand forecasting.  The critical element in any supply chain plan is the demand forecast.

The goal of this course is to provide a working knowledge of the fundamentals of business forecasting that can be applied in the real world regardless of firm size. We walk you through basic forecasting methodology, and then practical applications.  It encompasses a wide range of topics of major importance to practical managers in all functional areas, including cash flow forecasting, cost prediction, earnings forecasts, bankruptcy prediction, foreign exchange forecasting, interest rate forecasting, and technological forecasting. Emphasis is placed on the use of computer technology such as spreadsheets and stand-alone forecasting software.

   Revision Date:  10/5/2022 

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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
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Cash is the lifeblood of a business. Sound cash management is the key to the survival of any business. You can go broke even while making a profit. Profit is measured on an accrual basis in accounting. This course alerts you to the difference between profit and cash flow and teaches you the tools and techniques that allow you to effectively increase and manage your cash flow.

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Revision Date:  2/1/2023

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
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The major purpose of Legal Environments of Business is to provide you with a concise summary of the major legal principles affecting businesspeople and business transactions.  It provides a quick, yet comprehensive, review of this vital and wide-ranging area of the law.  You will be able to analyze business decisions from a legal responsibility perspective.

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Revision Date:   4/17/2024

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 cancellation and record retention policies

This course teaches you the art and science of managing and accomplishing organizational goals and improving the way organizations are managed. Management refers to the process of coordinating and integrating work activities so that they are completed efficiently and effectively with and through other people. Managers of today need to be equipped with all the tools and concepts necessary to perform managerial activities in order to be globally competitive. Topics include functions of managers, strategies, planning, decision making, organization, leadership, motivation, control, total quality management (TQM), the role of information technology (IT), international business, management information systems (MIS), and analysis of problems central to management.

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Revision Date:   5/1/21

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
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The course is intended for business professionals engaged in budgeting, financial planning, forecasting, profit planning, and control. A budget is the formal expression of plans, goals, and objectives of management that covers all aspects of operations for a designated time period. The budget is a tool providing targets and direction. Budgets provide control over the immediate environment, help to master the financial aspects of the job and department, and solve problems before they occur. Budgets focus on the importance of evaluating alternative actions before decisions are actually implemented. This course explains what budgets are, how they work, how to prepare and present them, and how to analyze budget figures and results. The new development and use of budgets at various managerial levels within a business are discussed. Active financial planning software that combine budgeting, forecasting analytics, business intelligence, and collaboration.

Field of Study Finance

Level of Knowledge Overview

Prerequisite Basic Accounting

Advanced Preparation None

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Revision Date:  1/25/23

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 cancellation and record retention policies

Personal Financial Planning for Accountants is a comprehensive course on personal finance. What is more important to the "average person”' than making sure their finances are secure using proper planning and money management?  This course includes all the major areas in personal financial planning - planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing your financial resources, and controlling your financial future.  Topics covered include time value calculations, budgeting, career planning, banking, insurance, home buying, consumer credit and money management, investment planning, retirement planning, and estate planning.

Field of Study    Finance

Level of Knowledge        Overview

Prerequisite        Basic Math

Advanced Preparation   None

Revision Date: 4/17/2024

Click Here For Courses 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 cancellation and record retention policies

Course Description

This course is designed to provide you with a deep understanding of the applications and importance of Project Management.  You will learn how to assess a project with respect to time, costs, and resources in order to effectively and efficiently reach your goals.  You will become familiar with the five processes involved in Project management – Initiating, Planning, Executing, Controlling, and Closing on time and within budget-- Project Integration, Project Scope, Project Time, Project Cost, Project Quality, Project Human Resources, Project Communications, Project Risk Management, and Project Procurement – that are essential to being an expert Project Manager.  This course follows for the most part the framework within the Project Management Institute’s Project Management Body of Knowledge (PMBOK). The material, however, places a financial focus on projects as a way to accomplish desired changes in the enterprise in a coordinated and predictable way for favorable outcomes. Topics covered include economic feasibility study, life-cycle costing, target costing, and earned value analysis. Through better project management, you can reduce or eliminate failed projects and reduce the costs associated with successful ones, increasing enterprise effectiveness in providing the maximum value to shareholders.

Field of Study     Management Services

Level of Knowledge         Overview

Prerequisite        None

Advanced Preparation    None

Revision Date: 7/7/21

Click Here For Courses 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 cancellation and record retention policies

Course Description

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 strategy, improving Internet presence, and future changes in retailing.

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Revision Date:10/5/22

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
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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.

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Revision Date:  3/18/2021

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 cancellation and record retention policies

Course Description:

This comprehensive course gives you every sales and financial forecasting formula and modeling techniques you need to analyze your operation both as a whole and by segment. You'll be provided with proven techniques that help you identify and fix problem areas, analysis techniques that help you evaluate proposals for profit potential, proven methods that improve the accuracy of your short- and long-term forecasting, analysis tools that help you better manage working capital, cash, and accounts receivable, plus much more. You also receive dozens of worked-out models and modeling techniques that simplify your most difficult business decisions and are easy to adapt to any computer spreadsheet program. This course supplies company accountants, treasurers, CFOs with all the forecasting techniques needed to financially analyze a business as a whole or a segment. Includes analysis techniques, methods for improving forecasting accuracy, analysis tools for managing capital, and more.

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Revision Date: 2/1/2023

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 cancellation and record retention policies

Course Description

A corporate scandal involves alleged or actual unethical behavior by people acting within or on behalf of a corporation. Since the turn of the century, the U.S. has seen some large corporate collapses and scandals due to shoddy and deceptive accounting practices. Many companies, shareholders and employees suffered as stock prices fell and reputations were tarnished when businesses such as Nokia, Lucent Technologies, energy, and internet-related businesses conducted questionable practices.

This course examines developments in finance and accounting and a series of corporate accounting scandals on the heels of the Enron debacle that have led to current sweeping accounting guidelines, proposals, and legislation—most notably, the Sarbanes-Oxley (SOX) Act. Many of the issues surrounding the SOX Act—especially Section 404, Internal Control over Financial Reporting and Sections 302 and 906, Management Certifications —are discussed. The general issues on corporate governance and corporate social responsibility (CSR), including stock option expensing, are also covered. The illegal practice of stock option backdating is described as well.

Revision Date: 4/2/2020

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 cancellation and record retention policies

Course Description

Understanding the economy and coping with the economic environment is critical in today's business performance, which is a major concern for managers and investors. The course will address macro-economic factors that may affect the performance of the business. Macro-economic factors include business cycles, interest rates, economic policy, inflation, unemployment, housing starts, money supply, and foreign exchange rates. For example, how the Fed's monetary policy affects corporate earnings is stressed. A variety of economic statistics and indicators are also explained in depth.

Revision Date: 8/15/2022

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 cancellation and record retention policies

Introduction

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).


Learning Objectives

After completing this course, participants should be able to:

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

Field of Study: Finance (100%)
Prerequisites: None
Level: Overview
Revision Date:  8/28/24

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 cancellation and record retention policies

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.
  

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Revision Date: 8/28/24

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 cancellation and record retention policies

Introduction

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.


Learning Objectives

After completing this course, participants should be able to:

•    Identify the unique characteristics of ‘social media’ websites.
•    Recognize the most popular social media tools (including Facebook, Twitter, YouTube, LinkedIn, Wikipedia, etc.) and des
•    Recognize the primary functions and characteristics of each tool.
•    Identify ‘social media marketing’ techniques and the role that social influence plays in the marketing process.
•    Recognize best practices for launching a social media marketing campaign.


Field of Study: Marketing (100%)
Prerequisites: None
Level: Overview
Revision Date:  8/28/24

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 cancellation and record retention policies

This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return.  The value of a bond is essentially the present value of all future interest and principal payments.  Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors.  The Gordon's valuation model reflects this process.  Real estate valuation involved several rule-of-thumb valuation methods.

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Revision Date: 5/11/2021

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 cancellation and record retention policies

Course Description:

This course covers pervasive topics concerning quality management systems, such as total quality management (TQM), benchmarking, and the ISO standards. A pervasive consideration is the pursuit of quality in all aspects of the organization’s activities. Benchmarking and TQM are aspects of the modern approach to quality. Quality management has been recognized by the International Organization for Standardization, which has issued quality assurance standards.

Learning Objectives:

After studying this course, you will be able to:

1.   Identify the different between quality of design and quality of conformance.

2.   Recognize major components of Total Quality Management (TQM).

3.   Identify the different types of quality costs.

4.   Recognize major quality standards and different techniques for measuring quality.

5.   Recognize the benefits and characteristics of a benchmarking program to improve overall quality.

Revision Date: 7/7/21

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 an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas.  Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision making.

Revision Date:  2/1/2023

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 cancellation and record retention policies

Introduction

 Economic indicators are those often-voluminous statistics released by government agencies, non-profit organizations and even private companies. They provide measurements for evaluating the health of our economy, including the latest business cycles, consumer spending, inflation, housing, and so on. Various economic indicators are released quarterly, monthly, weekly, and even daily.

This course provides an introductory overview of the world’s most prevalent economic indicators, including those related to unemployment, consumer sentiment and confidence, inflation, productivity, housing, manufacturing, and international trade. This course reviews the impact that changes in these indicators have on the financial markets and monetary policy.

Learning Objectives

 After completing this course, participants should be able to:

       ·         Identify the types of economic indicators that exist and recognize the unique characteristics of each type.

·         Recognize the characteristics and economic impact of key economic indicators, including those related to unemployment, consumer sentiment and confidence, inflation, productivity, housing, manufacturing, and international trade.

·         Identify the components of gross domestic product (GDP) and recognize how economic indicators impact these components.

·         Recognize how changes in economic indicators and the actions of the Federal Reserve impact financial market activity.

Revision Date:8/28/24

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 cancellation and record retention policies

Introduction:

Are you a new federal employee or contractor working with accounting, auditing, budgeting, financial operations, or internal controls?  Have you taken on a new position where federal financial management tasks have been added to your regular duties?  If yes, this book is for you.

Learning Objectives

This publication provides a short, high level overview of federal financial management that will hopefully help you do your job faster and/or better. It will serve as a baseline for more in-depth courses on federal financial management topics and/or serve as a quick reference manual.  I wish I had thiscourse when I joined the federal government. It would have provided some basic information that took me months or years to learn.

It is recommended that you read the chapters as outlined below and then look at the Review Questions before answering the test questions. The exam follows the order of the chapters.

Revision Date: 5/2021

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 cancellation and record retention policies

This course teaches you the art and science of managing and accomplishing organizational goals and improving the way organizations are managed. Management refers to the process of coordinating and integrating work activities so that they are completed efficiently and effectively with and through other people. Managers of today need to be equipped with all the tools and concepts necessary to perform managerial activities in order to be globally competitive. Topics include functions of managers, strategies, planning, decision making, organization, leadership, motivation, control, total quality management (TQM), the role of technology, international business, and analysis of problems central to management.

Field of Study     Business Management and Organization

Level of Knowledge         Overview

Prerequisite        None

Advanced Preparation    None

Revision Date:  4/17/2024

Click Here For Courses 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 cancellation and record retention policies

Bernard Madoff Investment Securities LLC was the source of the largest financial fraud in US history. Madoff perpetrated a simple Ponzi scheme whereby older investors were paid with newer investor funds, thus providing the impression of actual investment returns. The extent of the losses related to Madoff's Ponzi scheme have been estimated at $50 - $65 billion.
Many are astounded to hear that Bernard Madoff Investment Securities LLC was audited by a CPA. Unfortunately, Madoff's CPA apparently did not subscribe to the AICPA Code of Conduct as most of the rules contained in the code were ignored. What follows is a case study examining the conduct of Friehling & Horowitz CPA's P.C., the CPA firm that audited Bernard Madoff Investment Securities LLC, within the context of the AICPA Code of Professional Conduct.

Recommended CPE Credits: 2.0
Category: Ethics
Level: Overview.
Prerequisites: None
Advanced Preparation: None
Author:  Joseph Helstrom
Format: Self Study

Learning objectives:
    Recognize professional conduct expected of a certified public accountant and consequences of misconduct under AICPA guidelines.
    Recognize key components of the AICPA Code of Professional Conduct with regard to independence.
    Recognize the AICPA Code of Professional Conduct rules on confidential information and acts discreditable .
    Identify ethical safeguards as outlined by the AICPA.
    Recognize the AICPA Joint Ethics Enforcement Program and its disciplinary actions

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
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Course Description

Often, the reason for a valuation is for the purchase or sale of the business. According to the Small Business Administration, approximately 10 million baby boomer-owned businesses will change hands between 2019 and 2029, or about 1 million business sales per year from this segment alone. In fact, independent valuation analysts value companies of all sizes and types, from sole proprietorships to large corporations. The buying and selling of businesses is not the only reason for the demand for valuations.  A valuation might be needed for strategic planning, tax issues, or litigation support. A valuation analyst plays a crucial role in determining the economic value of businesses.
This course is designed to help you navigate the complexities of valuing a business.  It begins with an introduction to valuation principles and theory. It also includes an easy-to-understand explanation of the generally accepted business valuation approaches and methods with many examples. Finally, it provides an overview of codes of practice promulgated by major business appraisal organizations.
 

Learning Objectives
After completing this course, you should be able to:
1.    Identify the fundamental steps to valuing a business
2.    Recognize the generally accepted valuation approaches 
3.    Identify different standards and premises of value 
4.    Identify appropriate normalization adjustments
5.    Recognize factors that influence the value of a business
6.    Recognize key aspects of Revenue Ruling 59-60
7.    Identify commonly used business valuation methods
8.    Identify types of engagements recognized by professional standards
9.    Recognize professional standards for the development and reporting of business valuations
10.    Identify core ethical  principles of valuation

Field of Study    Finance
Level of Knowledge    Overview
Prerequisite    Basic Math
Advanced Preparation    None

New Course 6/20/24

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
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