Business / Finance

CPE247.com Registry # 115738 is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.



 Title  Credit  Format  Price  View
+    EQ vs. IQ: The Secret to a CPA’s Success 2 Online $24.99 View

Many people still believe that Intelligence Quotient (IQ) outweighs Emotional Quotient (EQ) in the workplace and that the success of our business, family and community is dependent on our IQ level. They couldn’t be more wrong. While assuming a smarter individual was bound to excel over someone with less intelligence may have been a good indicator of success in the past, modern research is showing over and over, that a high IQ might get you in the door, but a high EQ will get you ahead. As Accountants these new findings are also starting to affect us as more and more companies are beginning to look at how we behave in the work environment and not just our accounting capability.

In this course we will learn to understand IQ and EQ, why they both have their place and why our success depends on them. We will then review the breakdown of an IQ scale, the components of EQ and some comparison examples. You will also have an opportunity to perform a quick test of your EQ.

Course Learning Objectives

Once you've completing this course, you should have the ability to

    • Understand the difference between Emotional Quotient (EQ) and Intellectual Quotient (IQ) • Understand the general measurement tools used to test both IQ and EQ • Understand why studies conclude that EQ may have such a great impact on a person’s work performance • Understand what to look for and what may be needed to maximize your own EQ

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 Practitioner’s Documentation for Risk Managment 2 Online $24.99 View

Course Description

Risk management for accounting professionals begins with accepting engagements with clients and does not end until the date on which record retention requirements expire. Along the way, practitioners may encounter special cases in which documentation of accounting information becomes more complex.

This course will provide an overview of engagement documentation and retention for various types of engagements.

 

Learning Objectives

Upon completing this course, you will be able to:

  • List the key points to cover in welcome letters to which clients agree before an engagement begins;
  • Recognize proper terminology about assurances and responsibilities of parties in compilation, review, and audit engagements;
  • Identify types of specialized engagement letters that offer the best defensive terms in unusual or high-risk engagements;
  • Recognize common pitfalls in the conduct of engagements with individual clients as well as business clients requesting compilation, review, audit, attestation, and litigation support services; and
  • Identify the types of regulatory and standards-setting bodies that impose record retention provisions for accounting.
+    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

 

+    Managing And Improving Your Cash Flow 7 Online $49.00 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

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.

Click Here to view course objectives

+    Legal Environments Of Business 12 Online $49.99 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 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.

Click Here to view course objectives

+    Managing For Competitive Advantage 10 Online $59.00 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 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.

Click Here to view course objectives

+    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

+    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

+    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

+    Strategy 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

+    Disaster Plan Development 4 Online $44.99 View

You will be introduced to some of the processes and procedures which a company can utilize to ensure the continuation of critical business operations in the event of an unforeseeable disaster in order to reduce your financial risk. This course will then visit the mock scenario under the assumption that a company did and did not have a disaster plan implemented when flooding took place and compare the resulting damages imposed by the event. Finally, you will be provided with additional resources you may choose to utilize when developing your own disaster plans.

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

+    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 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.