Business / Finance

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 Title  Credit  Format  Price  View
+    Valuations: Businesses, Securities And Real Estate 3 Online $29.99 View

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.

 

Field of Study

Specialized Knowledge

Level of Knowledge

Overview

Prerequisite

Basic Accounting and Math

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

+    Understanding The Economy 10 Online $69.00 View

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.

 

Field of Study

Economics

Level of Knowledge

Basic

Prerequisite

Basic Math

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

+    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

+    The Sarbanes-Oxley Act And Corporate Governance 11 Online $79.00 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 past years has witnessed a number of high-profile corporate scandals: Enron, Tyco International, Healthsouth, Global Crossing, and WorldCom (now-MCI).  While these are the most glaring, there are many more companies whose shareholders and employees have suffered as stock prices have fallen, such as Cisco, Nokia, Lucent Technologies, and most internet-related businesses. The course examines recent developments in finance and accounting and a series of corporate accounting scandals on the heels of the Enron debacle that have led to new sweeping accounting guidelines, proposals, and legislation—most notably, the Sarbanes-Oxley (SOX) Act. Many of the issues surrounding the SOX Act—especially Section 402, 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.

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+    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.

 

 

 

 
+    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 Four Principles of Happy Cash Flow 4 Online $39.99 View

The Four Principles of Happy Cash Flow

Cash is the most powerful asset your business can have. The Four Principles of Happy Cash Flow reveals four simple rules to keep the cash flowing through your business. In addition to these principles, the course covers such concepts as using profit margins, minimizing inventory, increasing volume, collecting money faster, and stretching vendor payments. The author offers advice and provides examples of businesses that use cash flow well so that you can learn from those businesses.

This course is an easy-to-understand guide for those who want to understand cash flow, who are planning to start a business, or who are looking to improve cash flow in their established businesses.

Course objectives include:

  • Recognize the benefits of generating cash flow
  • Identify the phases of the business cycle and where cash flow principles are best applied
  • Identify the first principle of Happy Cash Flow™
  • Identify the second and third principles of Happy Cash Flow™
  • Distinguish between metrics used to measure the speed of the cash conversion cycle
  • Identify methods to generate additional profits
  • Identify how successful companies apply the principles of Happy Cash Flow™ to generate cash flow
  • Apply the principles of Happy Cash Flow™ to service organizations and other industries
  • Identify techniques to collecting from customers faster
  • Identify techniques for minimizing inventory.
  • Identify techniques for stretching payments to vendors.
  • Identify the benefits and costs of cash flow projection
  • Identify the steps for creating a step-by-step cash flow forecast

 

 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Professionals responsible for managing cash flow, receivables, payables, inventory, performance metrics, and budgets

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

+    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

+    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.


+    Skills and Attributes of Successful CFOs 2 Online $24.99 View

The complexities of financial regulations and accounting pronouncements and the impact of global competition present businesses and executives with a demanding environment. Along with the necessary technical financial experience that a Chief Financial Officer (CFO) must possess, many other skills and attributes are required to address the challenges of the role. This course will discuss many key skills and attributes that contribute to the success of CFOs.

Course Learning Objectives

After completing this course, you should be able to:

• Understand the importance of leadership and the positive actions that exhibit leadership.

• Assess your personal and organizational integrity.

• Recognize other skills in addition to financial reporting expertise that contribute to success.

• Consider and take steps to improve self-confidence.

• Understand the significance of emotional intelligence and its impact on business success.

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

+    Quality Management and Benchmarking 2 Online $24.99 View

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.

 

Field of Study

Business Management

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


 

+    Project Management: A Financial Perspective 10 Online $69.00 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 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.

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