Business / Finance

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 Title  Credit  Format  Price  View
+    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



+    Techniques Of Financial Analysis, Modeling, And Forecasting 19 Online $129.00 View

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.

 

Field of Study

Finance

Level of Knowledge

Intermediate

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

+    Accountant’s Guide To Financial Management 16 Online $109.00 View

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. The goals of the course are fourfold:

  •  It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of accountants and  managers.
  •  It also concentrates on providing a working vocabulary for communication.
  • It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
  • It also includes checklists, guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.

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

+    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

+    Understanding And Managing Organizational Behavior 14 Online $109.00 View

 

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.

Field of Study

Business Management

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

Minimum Passing Percentage

None

70%

 

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

+    Accounting Tools and Metrics for the CFO -Pocket CFO 16 Online $99.99 View

 

Course Description

This course is a one-stop problem-solver for today’s busy executive. The course is 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 ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, you’ll find this course practical, quick, and useful. Part I takes you through accounting principles and guidelines for evaluating a company’s financial health. You will have an increased understanding of various financial statements and their implications. You will be exposed to Corporate Responsibility Law, better known as the Sarbanes-Oxley (SOX) Act. Part II takes a look at financial analysis tools, financial metrics, and financing methods for decision making. Part III takes you through the seemingly complex world of quantitative analysis. You’ll use statistics for forecasting and validity testing. Decision theories include linear programming, learning curve theory, and queuing models; these are presented concisely and comprehensively to help you use such sophisticated techniques with relative ease. And, you’ll learn how computer applications facilitate the many complex procedures. 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 her for Course Objectives

 

Field of Study

Finance

Level of Knowledge

Basic to Intermediate

Prerequisite

None

Advanced Preparation

None

 

 

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

+    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.


+    Modern Budgeting For Profit Planning & Control 12 Online $89.00 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 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.

Click Here to view course objectives

+    Modern Supervision 12 Online $89.00 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 especially designed to teach you the essential knowledge of supervision and the key role that the supervisor plays in today’s organizations. In most organizations it is recognized that the supervisory job is demanding and exacting. Success or failure of the entire organization is often conditioned by the competency at the supervisory level. This course attempts to present and discuss those things that are essential to being a successful supervisor. It is designed to meet the special needs of a person aspiring to a supervisory job, and the practicing supervisor. The course is applicable to all types of supervisory jobs whether in manufacturing, service, or not-for-profit organizations. For the potential supervisor the course affords a concise but complete presentation and acquaintance with the many problems that will be confronted. For the experienced supervisor the material provides an overall review, a broadening of supervisory horizons, and a kindling of new and fresh thinking in the supervisory area.

Click Here to view course objectives

+    E-commerce: Applications for cyberspace technology 11 Online $79.99 View

The combination of growth in the commercial utilization of the Internet, the rapid changes in technology, and the complexity of management has expanded the scope of the duties of business managers.  This covers all aspects of electronic commerce: the World Wide Web, Internet, Intranet, Extranet, advertising and marketing, Web 2.0, XML, etc. It helps managers implement electronic commerce in their organization.  It also addresses steps to move business online, e-commerce strategies, and the concerns of business managers such as security concerns.

 

Field of Study

Computer Science

Level of Knowledge

Overview

Prerequisite

None

Advanced Preparation

None

 

 

 

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


+    Federal Financial Management 10 Online $79.99 View

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.

 

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 this course 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.