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| Course Subjects | Credits |
|---|---|
| Auditing | 111 |
| Accounting (Governmental) | 21 |
| Auditing | 199.5 |
| Auditing (Governmental) | 42 |
| Business Law | 3 |
| Business Management & Organization | 107.5 |
| Communications & Marketing | 23.5 |
| Computer Software & Applications | 2 |
| Ethics – Behavioral | 49.5 |
| Finance | 2.5 |
| General Accounting | 93.5 |
| Information Technology | 83 |
| Management Services | 22 |
| Personal Development | 30.5 |
| Personnel/Human Resources | 10 |
| Regulatory Ethics | 30 |
| Specialized Knowledge | 103 |
| Taxes | 241 |
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NINJA CPE Course Catalog
Our expansive Online Self-Study CPE Course Catalog covers just about everything from Taxes to Personal Development.
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| Course Title | Credits |
|---|---|
| AICPA Guidance for the Forensic Engagement AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA\\\\\\'s entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an overview of the professional standards and conduct considerations that all CPAs who work as forensic accountants must adhere to. Guidance of both an authoritative and non-authoritative nature is explained. | 1 |
| Assets: Not-for-Profit Accounting & Financial Reporting This course discusses accounting for assets of not-for-profit entities (NFPs). | 1.5 |
| Calculating Intellectual Property Infringement Damages AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an overview of the four types of intellectual property and the potential damages associated with infringements of each type. It includes an introduction to the laws governing intellectual property and guidance for calculating infringement damages for each type of intellectual property. | 1 |
| Common Investigative Techniques This course explores some of the specific approaches a forensic accountant should take in a fraud investigation. The seven investigative techniques, the fraud triangle, and investigative pitfalls are discussed. Analytical procedures are explained, including the tracing of cash and assets, financial statement analysis, and insider training analysis. | 1 |
| Conducting Effective Interviews AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an explanation of the professional standards that govern investigative interviews and the methodical approaches and investigative techniques a forensic accountant should take to effectively perform these interviews. | 1 |
| Controller Series: Insightful Financial Analysis This course will help you present financial insights in a way that is insightful and impactful to your client. | 1 |
| Deposition and Testimony AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course explains the critical differences between the roles of consultants and testifying experts in the field of forensic accounting, while also outlining the differences in depositions and courtroom testimony. Learn how to avoid the mistakes of inexperienced experts and prepare, present, and deliver effective deposition testimony. | 1 |
| Economic Damages for Individuals: A CPA's Role AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA\\'s entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course will help you to better understand the applicable professional standards, underlying components for calculating economic damages for individuals, and legal issues related to economic damages. | 1 |
| Economic Damages for Individuals: Case Studies and Analysis AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course will provide practice in calculating economic damages for individuals using case studies. You will apply theory and methodology for calculating economic damages to common scenarios you will encounter when performing forensic accounting services. | 1 |
| Economic Damages in Business AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. In this course, you'll get an overview of the different methods used to analyze and quantify economic damages in business. You'll also be introduced to the role of the financial forensics professional in analyzing claims for economic damages, as well as the professional and legal standards that apply to this work. | 1.5 |
| Exchange and Agency Transactions: Not-for-Profit Accounting & Financial Reporting This course discusses the basics of accounting and financial reporting for exchange and agency transactions of not-for-profit entities (NFPs). | 1.5 |
| Expenses: Not-for-Profit Accounting & Financial Reporting This course discusses accounting for certain expenses, contrasts them with losses, and summarizes recognition, measurement, and financial statement display issues for those items that are unique to not-for-profit entities (NFPs). | 2 |
| Fair Value Issues Specific to NFPs: Not-for-Profit Accounting & Financial Reporting This course covers fair value concepts unique to not-for-profit entities (NFPs). | 2 |
| Fair value measurement approaches, audit and regulatory considerations, and best practices You’ll do a deeper dive into common fair value measurement approaches and review best practices for fair value measurement engagements. Additionally, you’ll cover key regulators over financial reporting and standards related to auditing fair value measurements. | 2.5 |
| Fair Value Measurements of Financial Instruments: Accounting Standards Fair value accounting for financial instruments can be complex. If you are engaged in the financial instruments valuation profession, this CPE course will help you to recall and identify the related accounting standards from the FASB Accounting Standards Codification©. You will also learn the differences between U.S. GAAP and IFRS - Standards CS section 100 and VS section 100. | 4.5 |
| Fair Value Measurements of Financial Instruments: Current Expected Credit Losses Be prepared for changes to come. The new Current Expected Credit Loss impairment standard is coming and will significantly affect industries with several receivable accounts. Developed for those engaged in the financial instruments valuation profession, this CPE course examines the core principles of this new standard, so you can be prepared for the changes to come. You will learn the background, purpose, and main provisions of the standard under GAAP and IFRS such as: issues with previously issued standards that caused a new standard to be written, CECL vs. ECL. Get the knowledge you need to be prepared. | 1.5 |
| Fair Value Measurements of Financial Instruments: Valuation and Risks An overview of the fundamentals of valuation. This course focuses on valuation complexities and risks, covering the fundamentals of valuation across all asset classes, including market mechanics, best use practices, the use of the highest-level inputs in accordance with the FASB ASC 820 fair value hierarchy, valuation methodologies and models, usable data sources, variance handling, and FASB ASC 820 fair value leveling. Additionally, this course takes a look at the key traits and valuation drivers of each of the major asset classes, including debt securities, equity securities, derivatives, and funds and indices. | 8 |
| Financial Instruments Performance Framework Consistency meets rigor. Until now, there has been no guideline for standardization of valuation work on financial instruments, leading to errors and confusion. The purpose of the Financial Instruments Performance Framework (FIPF) is to ensure that valuation work conducted by Certified in the Valuation of Financial Instruments™ (CVFI™) credential holders meets rigorous professional standards and satisfies financial reporting objectives. Part of the Certified in the Valuation of Financial Instruments (CVFI) Credential learning, this self-study course focuses on the scope of work and extent of documentation that valuation professionals should apply to their valuations of financial instruments under the FIPF. This course also examines the purpose, primary goal and benefits of the FIPF in more detail. | 2 |
| Financial Statement Fraud and Asset Misappropriation AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course describes some of the issues that allow financial statement fraud to occur, including a lack of adequate internal controls over the accounting processes, management overrides of internal controls, and pressure to achieve specific financial results. Frequent types of financial statement fraud are explained as well as how internal investigations are often triggered and evidence is collected by a forensic accountant in an investigation. Common types of internal and external asset misappropriation are identified in addition to relevant case studies profiling common fraud schemes. | 1 |
| Financial Statement Note Disclosures: Not-for-Profit Financial Reporting Financial statement note disclosures require clarity and details to convey an organization’s financial health. You’ll practice preparing financial statement note disclosures through an interactive hands-on approach. | 2 |
| Financial Statement Presentation: Not-for-Profit Accounting & Financial Reporting This course covers the basics of financial statement presentation for not-for-profit entities (NFPs). | 2 |
| Fundamentals of ESGF Certificate - The Evolution and Future of ESG Reporting Kick-start your understanding of ESG (Environmental protection, Social inclusion, and Governance) issues with this course, designed to help you learn how the landscape has developed and the key role CPAs and finance professionals have to play. | 2 |
| GAAP for NFPs: Not-for-Profit Accounting & Financial Reporting This course discusses generally accepted accounting principles (GAAP) as they apply to not-for-profit entities (NFPs). Specifically, the course will provide information about the sections of the FASB Accounting Standards Codification® (ASC) that should be applied to NFPs. | 1 |
| Identifying and Obtaining Evidence AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an overview of evidence identification and collection during legal matters and independent investigations. It includes the various duties a forensic accountant can be asked to provide for a client. Also reviewed is where evidence (both paper and electronic) can be found and how it should be treated and processed. | 1 |
| Income Tax Accounting - Tax Staff Essentials All-new course uses scenarios and examples to illustrate the complexities of accounting for income taxes | 10 |
| Income Tax Accounting: Book vs. Tax, Provisions, and SALT - Tax Staff Essentials A review of core income tax accounting concepts explained through realistic scenarios and examples. | 4 |
| Intellectual Property Damages Concepts and Calculations - Part 1 Forensic accountants who calculate intellectual property damages need to identify and recognize the various remedies of these damages and the laws governing the remedies. Intellectual property comes with its own valuation complexities, and calculating the damages surrounding intellectual property can also be complex. This course is narrated by an industry subject matter expert and includes practical scenario exercises. The two modules describe patents and other intellectual property, and the types of damages associated with this property type. Each module deep dives into the types of intellectual property, commonly used infringement damages and guidelines for these damages. | 2.5 |
| Intellectual Property Damages Concepts and Calculations - Part 2 Forensic accountants who calculate intellectual property damages need to identify and recognize the various remedies of these damages and the laws governing the remedies. Intellectual property comes with its own valuation complexities, and calculating the damages surrounding intellectual property can also be complex. This course is narrated by an industry subject matter expert and includes practical scenario exercises. The two modules describe patents and other intellectual property, and the types of damages associated with this property type. Each module deep dives into the types of intellectual property, commonly used infringement damages and guidelines for these damages. | 3 |
| Interpreting and Analyzing Financial Statements: Not-for-Profit Financial Reporting Not-for-profit (NFP) financial statements have unique complexities that differ from for-profit entities. You’ll evaluate the financial health, operational efficiency, and adherence to mission objectives for NFPs through dynamic examples and interactives. | 2 |
| Investments: Not-for-Profit Accounting & Financial Reporting This course addresses accounting for the investments held by NFPs. | 1 |
| Leases: Mastering the FASB Requirements Key aspects of FASB ASC 842, *Leases*, including lease modifications, sale and leaseback transactions, and leveraged leases are covered for practitioners looking to understand FASB requirements. | 9 |
| Liabilities: Not-for-Profit Accounting & Financial Reporting This course discusses accounting for liabilities of not-for-profit entities (NFPs). | 2 |
| Managing the Forensic Engagement AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an overview of how to plan and prepare for a financial forensic engagement. Topics include considerations when accepting an engagement, defining the terms of the engagement, working with attorneys, and identifying and managing resources. | 1 |
| MBAexpress: Insightful Financial Analysis - V 2.0 Why do you need to conduct a financial analysis and how would you use it? Do you know what you do best and is it sustainable? How do you differ from your competitors? There are a number of reasons why you would conduct a financial analysis, from investment decisions to career management. It's a valuable tool used to tell a comprehensive "story." This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. | 1 |
| Net Assets: Not-for-Profit Accounting and Financial Reporting This course discusses accounting for the net assets of NFPs. | 1 |
| Not -for-Profit Accounting, Tax and Compliance Essentials You’ll establish an understanding of the unique aspects of accounting, financial reporting, governance, and tax compliance issues that apply to NFPs. Part of the Not-for-Profit Certificate I Program. | 2.5 |
| Preparing Consolidated Financial Statements: Not-for-Profit Financial Reporting Consolidated financial statements require unique preparation. You’ll evaluate the key factors for consolidation through in-depth interactive exercises that are fresh and dynamic. | 1.5 |
| Programmatic Investments: Not-for-Profit Financial Reporting Programmatic investments are intended to accomplish an NFP’s social rather than financial objectives. You’ll apply core considerations to a case study to better understand accounting and reporting for programmatic investments. | 1.5 |
| Reporting Requirements & Preparing Sustainable Reports AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course will help you to better understand the reporting requirements and professional standards that you will need to know in order to create an effective, accurate, and sustainable report. | 1 |
| Revenue from Contributions: Not-for-Profit Accounting and Financial Reporting This course covers basic concepts related to contributions received by not-for-profit entities (NFPs). | 2 |
| Revenue Recognition: Mastering FASB Requirements Well-defined revenue recognition guidelines, insights, and practical management tips designed to address the complexities of FASB ASC 606. | 8.5 |
| Split-Interest Agreements and Endowments: Not-for-Profit Accounting & Financial Reporting This course discusses accounting for endowments and split-interest agreements held by not-for-profit entities (NFPs). | 2 |
| Statement of Activities: Not-for-Profit Financial Reporting The statement of activities (SoA) is among the most useful tools to an NFP’s managers and consultants. You’ll apply what you learn through hands-on interactions and engaging scenarios. | 2 |
| Statement of Cash Flows: Not-for-Profit Financial Reporting The statement of cash flows (SCF) is essential to strong financial management. You’ll dive deeply into each section of the SCF through hands-on exercises that allow you to learn to prepare and analyze the SCF. | 1.5 |
| Statement of Financial Position: Not-for-Profit Financial Reporting The statement of financial position (SFP) is an indispensable tool for not-for-profits (NFPs). You’ll practice preparing and interpreting financial data within the SFP through interactive exercises and real-world examples. | 1 |
| Statement of Functional Expenses: Not-for-Profit Financial Reporting The statement of function expenses (SFE) requires a nuanced approach that is explored through enhanced interactives and engaging case study exercises. | 1.5 |
| The Current Sustainability Reporting Landscape You'll learn about the current sustainability reporting landscape, including the current sustainability reporting and assurance standards, frameworks, and guidance, and the primary bodies responsible for the evolution of sustainability reporting. | 1.5 |
| The Importance of Sustainability and ESG in Today's Business Environment Kick-start your understanding of ESG (Environmental protection, Social inclusion, and Governance) issues with this course, designed to help you learn how the landscape has developed and the key role CPAs and finance professionals have to play. | 2.5 |
| Valuation Standards Valuation standards are outlined to help practitioners and firms looking to understand how to apply VS section 100 guidelines appropriately and compliantly. | 1.5 |
| Course Title | Credits |
|---|---|
| Fundamentals of Governmental Accounting and Reporting Fund accounting, budgeting, and reporting are examined for accounting professionals and auditors working with state and local governments. | 14 |
| Fundamentals of Governmental Accounting and Reporting: Fund Accounting and Financial Statements Fund accounting and reporting intricacies are decoded for accounting professionals and auditors who work with state and local governments. | 7 |
| Course Title | Credits |
|---|---|
| Fundamentals of Using Data Analytics in an Audit Audit data analytics can be an asset to any auditor. First-year staff can enhance their audit data analytics knowledge and prepare for the future. | 2 |
| Applying guidance to SI Attestation engagements You’ll apply the considerations for accepting, planning, performing, and reporting on SI attestation engagements to scenarios involving GHG emissions and climate-related financial disclosures. | 2 |
| Audit Data Analytics Data-driven decision-making Learn how to manage big data and enable data-driven business decisions, so you can add value to your business and clients. Meet your professional data management goals at your own pace, at times convenient to you, through engaging, online explanations of business intelligence, data management, and analytics subject matter, as set forth in the CITP Credential Body of Knowledge. Gain new skills Learn new skills — or enhance your existing competency — in key areas - Data management - Data analysis & reporting - Business intelligence management Maintain your existing CITP credential If you already have a CITP credential, you can earn CPE credits needed to maintain the CITP credential. Bonus optional application exercises help apply the learning in real-world scenarios — but note that this bonus material is strictly for your enhancement and does not provide CPE credit. | 1 |
| Audit Staff Essentials - Experienced In Charge or Senior: Auditing Estimates and Fair Value Experienced in charge and senior auditors can expand their knowledge of auditing estimates and fair values. | 1.5 |
| Audit Staff Essentials - Experienced In Charge or Senior: Auditing Revenue Recognition Senior auditors gain experience in identifying the significant auditing considerations relevant to revenue recognition, including presumed risks. | 1.5 |
| Audit Staff Essentials - Experienced In Charge or Senior: Engagement Management and Supervision Senior auditors can learn engagement management and supervision strategies to increase efficiency and efficacy. | 1 |
| Audit Staff Essentials - Experienced In Charge or Senior: Overview of Financial Reporting Key components of an entity's financial reporting process are reviewed, and relevant processes, controls, and audit procedures are examined to provide an overview of financial reporting to senior auditors. | 1 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Auditing Contingent Liabilities and Going Concern Experienced audit staff can look at the bigger picture of auditing by examining contingent liabilities and going concern. | 1.5 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Auditing Intangible Assets and Goodwill Intangible assets and goodwill accounting is reviewed for experienced auditors looking to better understand the common risks, controls and auditing procedures for these assets. | 1 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Auditing Investments Common investment types and terminology, as well as the risks and the risk assessment process associated with investments, are explained for experienced and new in-charge auditor staff. | 1.5 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Engagement Management and Supervision Audit process steps are revisited to explore how roles on the engagement team change for experienced staff or new in-charge. | 1.5 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Further Audit Procedures A deep dive into audit procedures needed to meet the challenges of the in-charge auditor. | 2 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Research Tools Experienced staff and staff newly in charge of audits are introduced to a brief history of GAAP and the mechanics of FASB ASC. | 1 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Risk Assessment Risk assessment is further explained for experienced audit staff and those newly in charge of audit engagements. | 2.5 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Understanding the Concept of Sampling - Substantive Sampling Substantive sampling deep-dive for experienced or new in-charge audit staff. | 1.5 |
| Audit Staff Essentials - Experienced Staff or New In Charge: Working Paper Review Reviewing others’ working papers is fundamental to the role of an in-charge auditor. Steps to ensure working papers satisfy requirements are explained for experienced and in-charge staff. | 2 |
| Audit Staff Essentials - New Staff Core Concepts: Audit Evidence Audit evidence is necessary for any audit. Key sources of audit evidence, different techniques for collecting evidence, and ways to handle contradictory evidence are explained for new staff. | 1.5 |
| Audit Staff Essentials - New Staff Core Concepts: Deepen Your Professional Skepticism New audit staff can deepen their professional skepticism by further delving into concepts, including factors that can impair skepticism, the role of ethics, and tools to apply their skills. | 1.5 |
| Audit Staff Essentials - New Staff Core Concepts: Introduction to Professional Skepticism Professional skepticism is introduced to new audit staff to help them develop a skeptical mindset. | 1.5 |
| Audit Staff Essentials - New Staff Core Concepts: Understanding the Audit Process Basic overview of the audit process to guide new staff members through audit procedures from start to finish. | 2.5 |
| Audit Staff Essentials - New Staff Core Concepts: What Is an Audit? New audit staff can learn about important audit topics, including who an auditor works for, what the overall objectives of an audit are, which professional standards are applicable, and much more. | 1.5 |
| Audit Staff Essentials - New Staff Core Concepts: Working Papers and Working Paper Documentation in a Financial Statement Audit Procedures for preparing quality audit documentation in accordance with professional standard requirements are detailed for first-year audit staff. | 1.5 |
| Audit Staff Essentials - New Staff Practical Application: Auditing Accounts Receivable and the Allowance for Doubtful Accounts Accounts receivable auditing is decoded for first-year audit staff. | 2.5 |
| Audit Staff Essentials - New Staff Practical Application: Auditing Cash and Cash Equivalents Common audit procedures and risk assessment steps for cash and cash equivalents are detailed for new audit staff. | 1 |
| Audit Staff Essentials - New Staff Practical Application: Auditing Debt Long-term debt recognition and measurement can be problematic. New staff can learn about issues related to confirming balances, recalculating accrued interest, and recognizing interest expense. | 1.5 |
| Audit Staff Essentials - New Staff Practical Application: Introduction to Analytical Procedures in an Audit Analytical procedures universally applied in every audit are introduced to first-year audit staff. | 1.5 |
| Audit Staff Essentials - New Staff Practical Application: Introduction to System of Internal Control New staff can better understand an auditor's responsibilities for the system of internal control over financial reporting and the COSO internal control framework. | 1.5 |
| Audit Staff Essentials – Experienced In Charge or Senior: Using a Service Organization and the Use of a Specialist Senior auditors can learn what their responsibilities are when service organizations or specialists are used in audits. | 1.5 |
| Audit Staff Essentials – Experienced Staff or New In Charge: Understanding the Concept of Sampling Sufficient sampling is imperative to an audit. Experienced audit staff can explore sampling in detail. | 1.5 |
| Audit Staff Essentials – New Staff Practical Application: Auditing Prepaid and Other Current Assets Auditing prepaid and other current assets, including the processes and procedures necessary for a successful audit, is explained for new audit staff. | 1 |
| Audit Staff Essentials – New Staff Practical Application: Auditing Property, Plant, and Equipment and Leases You will learn the audit process through practical, hands-on training related to the system of internal control, substantive testing, fraud considerations, analytical procedures, and much more. | 2 |
| Auditing Accounts Payable and Accrued Expenses Auditing accounts payable and accrued expenses can pose a challenge. Learning to search for unrecorded liabilities and identify common risks can help new audit staff navigate this audit area. | 2 |
| Auditing Bits in Bytes - Session 3 Internal Control Considerations This 2-hour session focuses on important internal control considerations. | 2 |
| Auditing Bits in Bytes - Session 4 Assessing and Responding to Risk This 2-hour session focuses on how to appropriately identify, evaluate, document and respond to risks of material misstatement due to either fraud or error in order to effectively and efficiently design the nature, timing and extent of further audit procedures. | 2 |
| Auditing Bits in Bytes - Session 5 Substantive Testing This 2-hour session focuses on performing the substantive audit procedures outlined in the detailed audit plan. Common deficiencies in performing and documenting these further audit procedures will be discussed. | 2 |
| Auditing Considerations: Not-for-Profit Governance and Assurance An audit is an examination of a charitable nonprofit's financial records, accounts, business transactions, accounting practices, and system of internal control by an independent auditor. | 2 |
| Auditing Digital Assets, Part I You’ll learn specific considerations for auditing digital assets, including client acceptance and continuance; risk assessment processes and controls; and laws, regulations and related parties. | 2.5 |
| Auditing Inventory and Inventory Valuation New staff can successfully audit inventory by examining inventory costing, observations, and other necessary audit procedures. | 2.5 |
| Audits of Employee Benefit Plans Subject to ERISA Employee benefit plan audits are examined to help you understand the intricacies of EBP planning, reporting and compliance with applicable auditing standards. | 12 |
| Becoming an AICPA Peer Review Team or Review Captain Future team or review captains can learn how to successfully plan for, perform, and report on both system and engagement reviews. | 12 |
| Concluding the Audit - Reporting and Engagement Administration Concluding an engagement, including procedural steps, correspondence with management, and the auditor’s report, is explained for experienced in-charge and senior auditors. | 2 |
| Considerations when accepting sustainability exam and review engagements Considerations and preconditions for accepting SI examinations and reviews are covered for practitioners looking to perform sustainability assurance engagements. | 1.5 |
| COSO's Internal Control Framework Essentials COSO framework overview Gain an overview of COSO’s internal control framework comprising five components and their related principles. Learn how to evaluate the control environment, risk assessment, control activities, information and communication, and monitoring activities at your or your client’s entity. Through real-life examples, enhance your understanding of how to apply the framework as it relates to financial reporting whether you are an auditor or entity management. Who Will Benefit Financial statement auditors, internal auditors and entity management involved in financial statement audits Key Topics - Components and principles of internal control - Concepts associated with the COSO framework - Management responsibilities versus auditor responsibilities - Common significant accounting processes - Tools and techniques used for internal control documentation | 4.5 |
| Documenting Internal Control Documenting internal controls Familiarize yourself with commonly used documentation tools, such as narratives, flowcharts, internal control questionnaires and control matrixes. Walk through COSO’s internal control template used to document an assessment of a system on internal control. Who Will Benefit Financial statement auditors, internal auditors and entity management involved in financial statement audits Key Topics - Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes - Auditor considerations for documenting internal controls in a risk assessment - Documentation of an assessment of internal control | 1 |
| Engagement Wrap-Up This 2-hour session emphasizes the key activities that ensure that appropriate quality control procedures were performed on the financial statement audit. | 2 |
| Engagements to Prepare Financial Statements You’ll explore different types of reporting engagements and examine how the objective and scope vary accordingly. To understand how these engagements are carried out in today’s regulatory landscape, you’ll look at key requirements and issues such as independence and new quality management standards. Topics include: - The types of preparation engagement - The key standards and guidance - The objectives and scope - Quality control and peer review Quality will be a primary focus as you delve into quality control practices required to perform successful preparation engagements. Your focus will be directed at the most recent changes due to SSARS No. 26, *Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.* | 3 |
| Experienced In Charge or Senior: Auditing Deferred Income Taxes Auditing deferred income taxes is explained for experienced in charge and senior auditors. | 1 |
| Fair Value Measurements of Financial Instruments: Audit Considerations View financial instruments on multiple dimensions. This CPE course will assist you in developing tests of controls and substantive tests for financial instruments with an emphasis on viewing financial instruments on multiple dimensions. You will examine how the differences in those dimensions affect financial reporting and review examples of control objectives, related controls, and illustrative tests of controls for financial instruments. This course also covers: - General auditing considerations - Internal controls related to financial instruments - Risk-based auditing - Valuation of financial instruments - Concluding and reporting | 4 |
| Fraud Considerations in a GAAS Audit Fraud schemes auditors may encounter can be subtle. First-year audit staff can learn ways to detect and respond to fraud in various forms. | 2 |
| Fraud Identification and Prevention: Not-for-Profit Governance and Assurance This course provides an overview of fraud risk and prevention for NFPs. | 2 |
| Fraud Prevention, Detection, and Response AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course describes the techniques typically employed to prevent, detect and investigate fraud within the organization. Topics include the impact of fraud on business and society, common profiles of fraud perpetrators, types of fraud schemes, fraud triangle, risk issues, corporate governance, and fraud risk assessment and process controls. The relevant components and steps of a prepared report are explained as well as the implementation of a remediation process and related plan of action. | 1.5 |
| Governmental and Not-for-Profit Annual Update The latest GASB developments and federal audit changes affecting governments and not-for-profits (NFPs) are explored in this update overview. | 4 |
| Grow Your Business from Within: How to Deliver Maximum Value to Client's on Every Engagement There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service. | 2 |
| Identifying and Assessing the Risks of Material Misstatement and Further Audit Procedures The course will focus on Risk Assessment in AU-C section 315: identifying how to use it, determining the steps in applying it, and noting the considerations that must be taken into account in using it. The knowledge gained regarding this approach will inform accounting individuals about the new risk assessment standard (SAS 145) that will become effective in December 2023. | 1 |
| Identifying, Evaluating and Communicating Internal Control Deficiencies A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits is a series of eight individual sessions that guide professionals through the complete audit process from “A to Z” – starting with Pre-Engagement Planning Activities, and going all the way through Wrap-up and Quality Control. Attempting to perform an effective and efficient audit can be intimidating and confusing, for new and experienced auditors alike. This series will provide valuable tips and techniques from an experienced auditor that are needed to successfully design and perform financial statement audits in “real-life” circumstances. Extensive illustrative examples will be used to reinforce a practical understanding of the most critical principles and standards that support a high-quality, insightful, and profitable engagement. This 2-hour session focuses on how to properly fulfill the requirements for identifying, evaluating, and communicating internal control deficiencies identified during the course of the financial statement audit. | 2 |
| Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors Updated guidance on internal control components and principles, equipping professionals with tools to document and evaluate accounting processes and controls effectively. | 9 |
| Introduction to Compilation Engagements Gaining foundational training on compilation engagement objectives and general principles will help you understand the fundamentals of these engagements. You will explore the key elements of a compilation engagement including: - The definition and elements - The independence requirements - The applicable professional standards You will also prepare for compliance with the latest regulations and updates by reviewing the most recent changes due to SSARS No. 26, *Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.* | 1 |
| Introduction to Review Engagements Understanding the objectives and general principles of review engagements will help guide your approach to these engagements. You can learn the elements of a review engagement to ensure you execute responsibilities effectively and in alignment with the new quality management standards. You will also examine the most recent changes due to SSARS No. 26, *Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.* You will look at how these standards specifically relate to and focus on key aspects of review engagements including: - The objectives and general principles - The independence requirements - The standards and guidance | 1 |
| Introduction to SOC for Service Organizations Reporting SOC for service organizations examinations can be effectively performed with this foundational knowledge covering system and organization control reporting guidance and common practice issues. | 12.5 |
| Introduction to the Audit Risk Model The audit risk model is explained for new audit staff who will learn how the model is used at various stages in an audit. | 1 |
| Introduction to the risk assessment process The course will focus on Risk Assessment in AU-C section 315: identifying how to use it, determining the steps in applying it, and noting the considerations that must be taken into account in using it. The knowledge gained regarding this approach will inform accounting individuals about the new risk assessment standard (SAS 145) that will become effective in December 2023. | 1 |
| Key Character Traits and Interpersonal Skills for Auditors Behavioral concepts and other nontechnical skills are explained for new staff looking to achieve success in public accounting. | 1 |
| New Auditor’s Role on the Engagement Team New audit staff members can learn what to expect on the job regarding roles and responsibilities, behavior expectations, handling clients, common issues, and general tips for success. | 1 |
| Nuts and Bolts: Preparation, Compilation, and Review Engagements First-year audit staff can learn the elements, performance requirements, and documentation expectations for various engagements. | 2 |
| Obtaining an Understanding of Internal Control Understand internal control Understand internal control in risk assessment as required by GAAS. Gain an overview of internal control and related key aspects so that you recognize auditor and management roles and responsibilities related to internal control and procedures involved in understanding an entity’s internal control in a risk assessment. Who Will Benefit Financial statement auditors, internal auditors and entity management involved in financial statement audits Key Topics - Various definitions and aspects of internal control, including separation of duties and safeguarding of assets - Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB - Factors to consider, for example, industry, regulation, and nature of the entity - Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming | 1 |
| Obtaining an understanding of the entity and its environment and the applicable financial reporting framework The course will focus on Risk Assessment in AU-C section 315: identifying how to use it, determining the steps in applying it, and noting the considerations that must be taken into account in using it. The knowledge gained regarding this approach will inform accounting individuals about the new risk assessment standard (SAS 145) that will become effective in December 2023. | 1.5 |
| Obtaining an understanding of the entity’s system of internal control – Part I The course will focus on Risk Assessment in AU-C section 315: identifying how to use it, determining the steps in applying it, and noting the considerations that must be taken into account in using it. The knowledge gained regarding this approach will inform accounting individuals about the new risk assessment standard (SAS 145) that will become effective in December 2023. | 1 |
| Obtaining an understanding of the entity’s system of internal control – Part II The course will focus on Risk Assessment in AU-C section 315: identifying how to use it, determining the steps in applying it, and noting the considerations that must be taken into account in using it. The knowledge gained regarding this approach will inform accounting individuals about the new risk assessment standard (SAS 145) that will become effective in December 2023." | 1.5 |
| Peer Review Identifying and Writing Systemic Causes Boost the quality of your peer reviews by further understanding root cause analysis and why determining systemic causes is so important. Learn how to develop impactful findings and peer review reports by avoiding common challenges. | 3 |
| Performing a Compilation Engagement The way that you perform compilation engagements may be changing due to recent regulatory updates. You'll review the new quality management standards introduced by SSARS No. 26, *Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services.* Additionally, you'll learn the relevant performance standards to help you successfully establish an understanding with your clients and perform compliant compilation engagements. You'll also understand the performance requirements for a compilation engagement in the context of an evolving regulatory environment by exploring topics such as: - The performance standards - The documentation expectations - The obligations for different types of financial information | 1.5 |
| Performing a Review Engagement Part I You’ll optimize your review engagement performance by exploring requirements concerning client relationships, communication, and documentation. You’ll also learn to consider professional skepticism in the context of obtaining and evaluating evidence. Other topics you’ll examine include: - The performance standards - The documentation requirements - The steps to perform a review engagement - The changes in the level of service from audit to review | 2 |
| Performing a Review Engagement Part II You’ll gain foundational training on analytical procedures common to review engagements including: - Steps performed - Common inquiries - Appropriate subsequent documentation You’ll broaden your understanding of analytical procedures as you explore the essential components required to perform a compliant review, including: - Selecting procedures - Developing expectations - Evaluating results By examining these components, you’ll consider the purpose and process of performing analytical procedures in review engagements, including how to comply with documentation requirements. | 1.5 |
| Performing exam or review procedures related to sustainability engagements Relevant procedures for SI examinations and reviews are outlined to help practitioners perform ST attestation engagements competently and compliantly. | 2 |
| Planning an exam or review engagement involving sustainability information Appropriate planning considerations for attestation engagements involving SI are explored for practitioners looking to perform these engagements. | 2 |
| Planning the Audit Engagement: Not-for-Profit Governance and Assurance This course provides an overview of audit planning considerations. | 2.5 |
| Pre-Engagement Planning Activities This 2-hour session is designed to provide participants with a solid understanding of the important judgment calls that are made before the audit engagement even begins. | 2 |
| Reporting on Compilation Engagements You’ll delve into standard compilation reports and learn about their form and content. Additionally, you’ll examine key considerations when reporting on compilation engagements, including: - Standard compilation report features - Common modifications to the standard compilation report - Report modifications for special purpose framework (SPF) financial statements - Different types of accounting frameworks | 1.5 |
| Reporting on Review Engagements You’ll gain insight and confidence in performing reporting engagements by examining common modifications and the circumstances in which they might be necessary. You’ll also take a close look at the key components involved in reporting on review engagements, including: - Relevant standards and requirements - Standard review report features - Common modifications to review reports - Report modifications for special purpose framework (SPF) financial statements - Other accounting frameworks | 2.5 |
| Reporting your findings related to SI exam or review engagements SI attestation engagement reporting is examined for practitioners looking to report their findings in accordance with relevant standards and guidance. | 1 |
| Risk Assessment and Advanced Internal Control Considerations Senior auditors can review key risk assessment considerations, internal control systems, control testing, control deficiencies and remedies, and conclude on peer review findings related to controls. | 2.5 |
| Risk Assessment: Not-for-Profit Governance and Assurance Risk assessment procedures and principles for NFPs are explored through examples and a case study aid that walks you through performing risk assessment procedures; obtaining an understanding of the entity and its environment, the applicable financial reporting framework, and the system of internal control; identifying and assessing financial statement level and assertion level risks; and revising as appropriate. | 1.5 |
| Session 2 Preliminary Planning Activities This 2-hour session focuses on the initial information that is gathered and important conclusions that are reached at the on-set of engagement planning and the performance of certain risk assessment procedures. | 2 |
| SOC 1® Planning, Executing, and Reporting This course covers planning, execution and reporting considerations and requirements in a SOC 1® examination. | 2.5 |
| SOC 2® and SOC 3® Planning, Executing, and Reporting This course covers planning, execution and reporting considerations and requirements in a SOC 2® and SOC 3® examination. | 3 |
| SOC for Cybersecurity The state of cyber-threats and the measures against them Cybersecurity threats are escalating, unnerving the boards of directors, managers, investors and other stakeholders of organizations of all sizes – whether public or private. The result? Your clients are under pressure to demonstrate that they are managing threats. And that they have effective processes and controls in place to detect, respond to, mitigate and recover from cybersecurity events. The framework for cybersecurity attestation SOC for Cybersecurity meets a growing business need for attestation. It's a solution that builds upon the accounting profession's experience in auditing system and organization controls. For clients whose cybersecurity risk management programs are mature, an independent CPA can perform an examination and express an expert opinion: - *Is the program accurately described?* - *Are the controls effective?* Your opportunity as a cybersecurity adviser This self-study certificate helps you understand how to perform SOC for Cybersecurity attestation examinations using the AICPA's new cybersecurity risk management reporting framework. As a certificate recipient, you'll be among the first to showcase your knowledge about the AICPA's profession-wide approach to cybersecurity. | 2 |
| SOC for Service Organizations Reporting Essentials This course provides you with an overall understanding of SOC for service organizations reporting by covering key concepts and types of SOC for Service Organizations examinations, and applicable guidance. | 1 |
| Understanding and Implementing the New Quality Management Standards Enhancing your understanding of risk assessment and quality management can help you implement effective quality management systems for your firm’s A&A practice. | 8 |
| Course Title | Credits |
|---|---|
| Advanced Topics in a Single Audit Intricacies of single audits are unraveled to enhance your knowledge and ability to plan, perform and evaluate single audits in accordance with the Uniform Guidance requirements. | 11.5 |
| AICPA Peer Review Must-Select Industry Update: *Government Auditing Standards* Latest governmental accounting and auditing updates that need special attention in a peer review are explored with information from the 2025 Peer Review Conference Session on *Government Auditing Standards.* | 4 |
| Applying the Uniform Guidance in Your Single Audits You can learn to understand, assess, and test internal control over compliance as you apply the Uniform Guidance in your single audits. | 11.5 |
| Performing a Single Audit Under the Uniform Guidance Major program determination, pass-through entity responsibilities, SEFA requirements, and other topics are introduced and explained for auditors performing single audits. | 11 |
| Technical Reviewer Training for Single Audits Major program determination, Yellow Book independence requirements when an auditor provides nonaudit services, and other topics are explored for technical reviewers reviewing single audit engagements in a peer review. | 4 |
| Course Title | Credits |
|---|---|
| Basics of Business Law Do you know how to keep your company and your clients on the right side of the law? How can management and directors protect themselves from liability? This course will focus on three areas accountants should be aware of: contracts, intellectual property and employment law. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Family Law Engagements AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides a high-level overview of the divorce process and the roles of Forensic Accountants that work on the financial aspects of divorce cases. Our overview employs two different situations to give learners a broad understanding of the field and what is expected. | 1 |
| Understanding the Basic Structure of the Legal System AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides a high-level overview of bankruptcy and the roles of forensic accountants that work with bankruptcy engagements. Our overview employs three different scenarios to give learners a broad understanding of the field. | 1 |
| Course Title | Credits |
|---|---|
| Activity-Based Costing Examines modern production environments and how activity-based costing may be more useful than traditional methods of costing (marginal and absorption). | 3.5 |
| Activity-Based Management Explores activity-based costing approaches, such as activity-based management, direct product profitability, direct customer profitability and distribution channel profitability. | 3 |
| Aligning Mission and Strategy: Not-for-Profit Governance and Assurance Strategic planning helps an NFP set priorities, allocate resources, and accomplish the NFP’s mission. You’ll learn how to execute the NFP’s strategy effectively and implement ways to monitor progress and evaluate results meaningfully. | 2 |
| Alternative Costing Methods I Includes an in-depth examination of three costing methods, joint product costing, throughput accounting, and environmental costing. | 1.5 |
| Alternative Costing Methods II Covers costing techniques and learning curves. First it examines the target costing approach which is a form of life-cycle costing and is a pro-active cost control system. Then it includes a background on learning curves, as well as explores logarithms. | 3 |
| Annual Update for CFOs, Controllers, and Finance Managers: Driving Business Value CFOs, controllers, and finance managers often play a key role in driving value within an organization. You’ll explore best practices tailored to help enhance your impact within your organization. | 10 |
| Applying the COSO Enterprise Risk Management Framework: Not-for-Profit Governance and Assurance Implementing risk management strategies using the COSO Enterprise Risk Management framework can help you specifically tailor risk management for NFPs. Step-by-step instructions and case studies guide you in establishing a risk management framework that can be adjusted to suit any nonprofit organization. | 2 |
| Behavioural Aspects of Budgeting and Planning This course will help you identify factors that affect management's performance and identify dysfunctional behaviours from the budget process. By breaking down planning and operational factors, you can recognise budgeting as a control enhancing tool. This interactive course enables you to: - Identify the impact that budgets could have on motivation and performance, - Use a budget to exercise control over the operations of the organisation, and - Identify dysfunctional behaviours and management actions. Gain experience with detailed exercises. The practical hands-on exercise uses real-world examples, and they are designed to give you real-world knowledge on how to apply daily cost accounting principles. | 1 |
| Best Practices in Board Governance: Not-for-Profit Governance and Assurance Strong ethical and fiduciary oversight by those charged with governance of a not-for-profit entity (NFP) is imperative to maintaining the public's trust. | 2 |
| Better Budgeting and Forecasting What comes to mind when you think of budgeting? Takes too long? No follow-up? It protects the status-quo? If you've considered "banning the budget", this course will show you how to transform it into a planning process that helps your organization achieve its strategy. Discover 21 tips to change your budgeting process that results in a detailed one year budget, to a planning process resulting in a strategic, progressive and long-term achievement of your goals. | 1 |
| Business Models and Value Creations Business model frameworks are intended to be used at the board level to improve decision making and enhance understanding of how the business creates value. This course focusses on various types of business models that can be implemented or operationalised to generate value, including digital business models that are causing a disruption in digital ecosystems. Acquiring new skills to demonstrate your proficiency - Business models and competitive strategy - Business ecosystems - Digital business models Strength through core competencies This course will give you the tools to successfully strive through necessary changes to your organisation to strengthen its position. The practical hands-on exercise uses real-world examples and is designed to give you real-world knowledge to drive business success. | 1 |
| Controller Series: Communicating for Connections with Coworkers, Customers, and Stakeholders This course will discuss different personality styles and demonstrate the different ways to communicate information to them. | 1 |
| Disruption in the business environment Reimagine Finance to Manage Disruption The **Manage Disruption Certificate** provides the context to the accelerating evolution of finance in organizations. It focuses on why and how the business environment is changing and how the finance team can prepare for and respond to these changes. This certificate introduces key concepts that will be covered in-depth in parts two and three of the learning program, specifically covering the following: - Disruptive factors within businesses today - Business and industry value chains - Emerging role of the finance function - Changes in technology affecting finance - New skills and competencies required within the finance function | 2.5 |
| Effective Change Management How do you react to change? Change is difficult, even when it is good and for the right reasons. This course will discuss various methods and ideas to consider in helping you navigate the turbulent waters when dealing with change. | 1 |
| Emerging roles and competencies Reimagine Finance to Manage Disruption The **Manage Disruption Certificate** provides the context to the accelerating evolution of finance in organizations. It focuses on why and how the business environment is changing and how the finance team can prepare for and respond to these changes. This certificate introduces key concepts that will be covered in-depth in parts two and three of the learning program, specifically covering the following: - Disruptive factors within businesses today - Business and industry value chains - Emerging role of the finance function - Changes in technology affecting finance - New skills and competencies required within the finance function | 2.5 |
| Essence Of Entrepreneurship Tactics and strategies for entrepreneurship. In this webcast, we'll discuss an alternative approach to building your business plan, along with a candid discussion of the ""dark side"" of being an entrepreneur. You'll learn: - Why business plans that focus on the numbers is the wrong approach - The four components of a non-traditional business plan - Strategies for generating leads - And more! Key Topics - Why current business plans that focus primarily on the numbers is the wrong approach - People, opportunity, context, risk and reward - The dark side of being an entrepreneur - Lead-generation strategies Who Will Benefit - CPAs, accountants and finance professionals - Corporate finance teams - Business leaders | 1 |
| Evolving the Business Ecosystem | 1.5 |
| Faster Disaster Recovery We often think about hurricanes and tornados as disasters, but have you thought about the impact of new technology, a product recall, or even fraud? Could your business survive 6 weeks without power? This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Finance Business Partnering: Influence to Impact Enhance your skills. This CPE self-study course offers finance professionals an advanced application-based approach to finance business partnering. During this course, you will acquire essential problem-solving skills that can positively affect all areas of the business; learn how to leverage analytics tools and techniques to aid in decision-making; and, become accomplished in presenting and influencing key business decision makers. Covering topics such as future of finance, disruption, and fnance business partnering, this course will also help you enhance your interpersonal, communication, and leadership skills so you are more proficient in executing strategic visions. | 8 |
| Finance Business Partnering: The Essentials Drive business forward. Are you seeking more insight into developing skills required for finance business partnering? This CPE self-study course builds on your current knowledge and experience to help you successfully navigate and drive value for your business during a time of disruptive, technology led change. You will learn how to stay relevant and future-focused while building your competencies in critical areas including communication, influencing, and business acumen. Key topics include: - Future of finance - Disruption - Finance business partnering This course also delivers strategies and best practices to support your ability to enable strategic decisions to drive business forward. | 7 |
| Finance Transformation: Ignite Change: The Build Objective Reimagine Finance to Ignite Change The **Ignite Change Certificate** provides deeper insight into the various objectives and roles within the Finance value chain of the future. It focuses on what changes are required within organizations to adapt to the changing business environment and how new and existing roles will underpin the value chain. This certificate covers some key concepts including the following: - Integrated planning and the role of the Finance business partner - Rethinking traditional processes and evaluating growth strategies - Technology components in an integrated Finance design and their key impacts on finance | 3.5 |
| Finance Transformation: Ignite Change: The Engage Objective Reimagine Finance to Ignite Change The **Ignite Change Certificate** provides deeper insight into the various objectives and roles within the Finance value chain of the future. It focuses on what changes are required within organizations to adapt to the changing business environment and how new and existing roles will underpin the value chain. This certificate covers some key concepts including the following: - Integrated planning and the role of the Finance business partner - Rethinking traditional processes and evaluating growth strategies - Technology components in an integrated Finance design and their key impacts on finance | 3 |
| Finance Transformation: Ignite Change: The Plan Objective Reimagine Finance to Ignite Change The **Ignite Change Certificate** provides deeper insight into the various objectives and roles within the Finance value chain of the future. It focuses on what changes are required within organizations to adapt to the changing business environment and how new and existing roles will underpin the value chain. This certificate covers some key concepts including the following: - Integrated planning and the role of the Finance business partner - Rethinking traditional processes and evaluating growth strategies - Technology components in an integrated Finance design and their key impacts on finance | 2.5 |
| Finance Transformation: Ignite Change: The Run Objective Reimagine Finance to Ignite Change The **Ignite Change Certificate** provides deeper insight into the various objectives and roles within the Finance value chain of the future. It focuses on what changes are required within organizations to adapt to the changing business environment and how new and existing roles will underpin the value chain. This certificate covers some key concepts including the following: - Integrated planning and the role of the Finance business partner - Rethinking traditional processes and evaluating growth strategies - Technology components in an integrated Finance design and their key impacts on finance | 2.5 |
| Finance Transformation: Transform Skills Certificate: Business Skills Prepare for the future of finance. With changing business models and financial needs, it is more important than ever for finance teams to transform and drive value for their organizations. As a result, CFOs now need to understand their evolving roles as well as the skills and competencies their teams will require to navigate this transformation. Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate. Understand the changing role of the CFO and the skills you need to adapt to the emerging role of finance Consider the competencies that underpin these skills, and why and how they are relevant to your business environment today. Explore key concepts including the following: - The changing role of the CFO - Competencies and skills that will be required in the future - How to increase your proficiency for core competencies of the future | 2.5 |
| Finance Transformation: Transform Skills Certificate: Digital Skills Prepare for the future of finance. With changing business models and financial needs, it is more important than ever for finance teams to transform and drive value for their organizations. As a result, CFOs now need to understand their evolving roles as well as the skills and competencies their teams will require to navigate this transformation. Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate. Understand the changing role of the CFO and the skills you need to adapt to the emerging role of finance Consider the competencies that underpin these skills, and why and how they are relevant to your business environment today. Explore key concepts including the following: - The changing role of the CFO - Competencies and skills that will be required in the future - How to increase your proficiency for core competencies of the future | 3 |
| Finance Transformation: Transform Skills Certificate: Leadership Skills Prepare for the future of finance. With changing business models and financial needs, it is more important than ever for finance teams to transform and drive value for their organizations. As a result, CFOs now need to understand their evolving roles as well as the skills and competencies their teams will require to navigate this transformation. Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate. Understand the changing role of the CFO and the skills you need to adapt to the emerging role of finance Consider the competencies that underpin these skills, and why and how they are relevant to your business environment today. Explore key concepts including the following: - The changing role of the CFO - Competencies and skills that will be required in the future - How to increase your proficiency for core competencies of the future | 1.5 |
| Finance Transformation: Transform Skills Certificate: People Skills Prepare for the future of finance. With changing business models and financial needs, it is more important than ever for finance teams to transform and drive value for their organizations. As a result, CFOs now need to understand their evolving roles as well as the skills and competencies their teams will require to navigate this transformation. Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate. Understand the changing role of the CFO and the skills you need to adapt to the emerging role of finance Consider the competencies that underpin these skills, and why and how they are relevant to your business environment today. Explore key concepts including the following: - The changing role of the CFO - Competencies and skills that will be required in the future - How to increase your proficiency for core competencies of the future | 3 |
| Finance Transformation: Transform Skills Certificate: Technical Skills Prepare for the future of finance. With changing business models and financial needs, it is more important than ever for finance teams to transform and drive value for their organizations. As a result, CFOs now need to understand their evolving roles as well as the skills and competencies their teams will require to navigate this transformation. Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate. Understand the changing role of the CFO and the skills you need to adapt to the emerging role of finance Consider the competencies that underpin these skills, and why and how they are relevant to your business environment today. Explore key concepts including the following: - The changing role of the CFO - Competencies and skills that will be required in the future - How to increase your proficiency for core competencies of the future | 2.5 |
| Finance Transformation: Transform Skills Certificate: The changing role of the CFO Prepare for the future of finance. With changing business models and financial needs, it is more important than ever for finance teams to transform and drive value for their organizations. As a result, CFOs now need to understand their evolving roles as well as the skills and competencies their teams will require to navigate this transformation. Gain insight into the skills and competencies required in the finance value chain of the future with the Transform Skills Certificate. Understand the changing role of the CFO and the skills you need to adapt to the emerging role of finance Consider the competencies that underpin these skills, and why and how they are relevant to your business environment today. Explore key concepts including the following: - The changing role of the CFO - Competencies and skills that will be required in the future - How to increase your proficiency for core competencies of the future | 3.5 |
| Financial Oversight, Budget, and Strategy: Not-for-Profit Governance and Assurance Strong ethical and fiduciary oversight by those charged with governance of a not-for-profit entity (NFP) is imperative to maintaining the public's trust. | 2 |
| Further Aspects of Budgeting and Planning This course outlines the rationale for and against different methodologies that can be used when preparing budgets in the current economic and technological climate. In line with strategic objectives, organisations use budgeting as the most widely used standard device for planning and control. This course will give you the fundamentals of the budgeting process and budgetary control. Acquire new skills to demonstrate proficiency: - Overview of approaches to budget preparation - How to use budget to exercise control - Importance of flexed budgets in budgetary control Gain experience with detailed exercises. The practical hands-on exercise uses real-world examples, and they are designed to give you real-world knowledge on how to apply daily cost accounting principles. | 1 |
| Introduction to Budgeting and Planning This course outlines the rationale for and against different methodologies that can be used when preparing budgets in the current economic and technological climate. In line with strategic objectives, organisations use budgeting as the most widely used standard device for planning and control. This course will give you the fundamentals of the budgeting process and budgetary control. Acquire new skills to demonstrate proficiency: - Overview of approaches to budget preparation - How to use budget to exercise control - Importance of flexed budgets in budgetary control Gain experience with detailed exercises. The practical hands-on exercise uses real-world examples, and they are designed to give you real-world knowledge on how to apply daily cost accounting principles. | 1 |
| MBAexpress: Business Benefits of Sustainability - V 2.0 Does your business have a sustainability initiative? Recognize the benefits and business impact of sustainability and identify the steps to get started. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| MBAexpress: Effective Change Management - V 2.0 How do you react to change? Change is difficult, even when it is good and for the right reasons. This course will discuss various methods and ideas to consider in helping you navigate the turbulent waters when dealing with change. | 1 |
| MBAexpress: International Business - V 2.0 Are you considering doing business in a foreign country? Should you? This course will discuss what you need to consider before you expand your operations into a new country and the steps to starting an international business. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Performance Measurement for Not-for-Profits: Not-for-Profit Governance and Assurance Interactive case studies will help you practice evaluating metrics using financial and non-financial indicators by applying proven techniques to measure the performance of an NPF’s strategy and the achievement of its overall mission. | 2 |
| Public Distrust in Business Counter the erosion of trust Find ways to create a culture of trust and rebuild where it has eroded, because distrust is bad for business. Learn how to grow and maintain business relationships, which is crucial to realize your business’s full potential. Recognize red flags regarding trust and reputation, and learn whether the culture of your organization is at risk, which could ultimately endanger its effective functioning. Dealing with trust in tumultuous times Discover questions to consider for future conversations about business changes to help strengthen trust in a crisis and tips on how to repair trust. Drive performance and success Learn about initiatives to build trust with specific stakeholders, which will help drive success. Using up-to-date research and examples, uncover how to build long-term value for your business. | 1.5 |
| Quality Management and Process Improvement Explores the modern business environment for manufacturers including the growth of world class manufacturers, and characteristics of the modern manufacturing environment. | 2.5 |
| Risk Assessment and Internal Controls: Not-for-Profit Governance and Assurance All organizations face uncertainty and must manage risk daily. Risk management is of vital importance for not-for-profit entities (NFPs) due to their public interest obligations. | 2 |
| Strategic Leadership: Key Skills for Finance Business Partnering Elevate your finance career with "Strategic Leadership: Key Skills for Finance Business Partnering." This course equips finance professionals with critical leadership, collaboration, and strategic decision-making skills. Recognize the power of mastering financial data to drive organizational success, enhance stakeholder communication, and foster a strategic mindset. Perfect for those aiming to transform their role in the financial sector and make a significant impact. | 1 |
| The Circular Economy | 1 |
| Trade Tensions Navigating in uncertain times Understand how differing trade policies of governments around the globe increase uncertainty for business regardless of how or where they operate. Vital for decision-making Learn about the economic debate as it relates to international trade and the differing degrees of economic integration. Understand how businesses making important investment decisions must address their exposure to cross-border trade and its impacts. Gain insight into some key characteristics underpinning global trade tensions, increasingly on many organizations’ risk radar. Net winner or loser? Understand the benefits and the challenges that increasing international trade tensions can have on your business. | 1 |
| Traditional Costing Examines the overall purposes of costing and why it is important for a business to determine the cost of its products or services. | 4 |
| Transformation of the finance function Reimagine Finance to Manage Disruption The **Manage Disruption Certificate** provides the context to the accelerating evolution of finance in organizations. It focuses on why and how the business environment is changing and how the finance team can prepare for and respond to these changes. This certificate introduces key concepts that will be covered in-depth in parts two and three of the learning program, specifically covering the following: - Disruptive factors within businesses today - Business and industry value chains - Emerging role of the finance function - Changes in technology affecting finance - New skills and competencies required within the finance function | 2.5 |
| Course Title | Credits |
|---|---|
| Beyond Best Practices in Client and Customer Service Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street. Clients are demanding more value, and wanting a shift from reactive reporting to real-time services. In the future, the customer experience will be measured by value, contribution, impact, and sustainability. | 1 |
| Building a Stronger Professional Network Networking is one of the most powerful tools accountants can develop, but it takes time, energy, and commitment in order to build a strong network. Having a strong network will assist you in launching a new idea or plan, developing new business and clients, reducing costs in recruiting, and leveraging your career. | 1 |
| Data Communication and Storytelling Discover your own communication style as well as best practices and tools you can employ to enhance your data communication and storytelling skills. | 4.5 |
| Emotional Intelligence Increase your chances of success. Everyone gets emotional. But, in the workplace emotional outbursts are frowned upon and can leave a negative impact. This self-study course covers emotional intelligence (EQ or EI) and considers how emotions manifest in the workplace. You'll learn competencies and strategies to identify and manage your own emotions and the emotions of others, greatly increasing your chances of personal and professional success. | 1 |
| Excellent Customer Service What does excellent customer service mean to you? Discuss the importance and skills needed to provide excellent customer service to both your internal and external customers. | 1 |
| Financial Storytelling Are you responsible for presenting financial information to your organization, business associates, or clients? If you're a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application. | 2 |
| Listening For Leaders There is a big difference between hearing and listening. Listening is harder than you think. It's not about you, it's about the audience - about the person you're talking to. Listening is about setting aside our issues, our concerns, our biases, and our judgment so that we can truly listen to what someone else is saying. | 1 |
| Masterful Marketing You have developed strong technical expertise but what about those skills necessary to grow and expand your business? This module will discuss various methods of lead generation, investing in your people, the importance of branding, and the use of social media. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| MBAexpress: Communicating for Connections with Coworkers, Clients, and Customers - V 2.0 How you communicate with your clients can make or break your career! We all know how to talk, but how do we make sure we are really connecting with others? This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| MBAexpress: Nuances of Negotiating - V 2.0 The art of negotiating with your customers, clients, business partners and colleagues is a vital skillset for the business professional. Successful business negotiations will help you drive your business success and your career. This course will provide you with key tips and techniques you can use to improve your negotiating strategy, skills and confidence. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| MBAexpress: The Art of Effective Writing - V 2.0 Your company is only as good as your writing. Despite all your efforts, are you still trying to determine the difference between good and bad writing? This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Powerful Presentation Skills America’s greatest anxiety, public speaking, is a necessity in today’s business world. Those who can speak in front of crowds and have effective presentational skills tend to move up the corporate ladder more swiftly. Discover how to stand in front of an audience, project confidence, and knowledge, all the while making a connection and capturing your audience’s imagination to be powerful and persuasive. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, | 1 |
| Presenting Financial Information Have you ever presented financial information to a group of non-financial people only to get the glazed-over and under-whelmed look from your audience? Presenting numbers is difficult -how can you get past that? In this course, you’ll learn general tips, common mistakes and ways to improve your financial presentations. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North | 1 |
| Seven Secrets of Successful Business Communication Part One: Questioning and Listening to Discover Client Needs This course focuses on the first part of the Covey formula: asking questions and listening so you understand better. | 2 |
| Seven Secrets of Successful Business Communication Part Two: More Powerful Presenting and Writing This course focuses on the second part of the Covey formula: speaking and writing in an interesting and compelling way. | 2 |
| Smarter Decision-making Leaders fail because of bad decision-making. Business professionals need to be able to respond to today's rapidly changing business environment by making quick and smart decisions. This course will help you understand decision-making styles and build decision-making skills. | 1 |
| Working Together - Four Personality Styles at Work This CPE course is designed to help you understand and appreciate the differences between the different personality styles. You’ll learn how to effectively hire and develop employees based on their strengths, weaknesses, wants, and needs. | 1 |
| Course Title | Credits |
|---|---|
| Controller Series: Technology – Must Have Excel Competencies This course will discuss what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy. | 1 |
| Leveraging Technology in Forensic Engagements AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course explains the role of technology in supporting the forensic accountant during a customer engagement, including the challenges encountered when providing such services. The process to locate or find Electronically Stored Information (ESI) is described along with the technologies and methodologies that can be used to evaluate and analyze the data once acquired. The goal of the course is to help the practitioner understand the process, considerations, and available technology tools needed to examine electronically stored information and data when investigating fraud. | 1 |
| Course Title | Credits |
|---|---|
| Avoiding The Slippery Slope Of Ethical Pressures You may want to be on the nightly news, but not for an egregious breach of ethics. You may be saying, "that will never happen to me."; And those were the words spoken by Wells Fargo, United Airlines, Senator Al Franken, and Steve Wynn. Sadly, a claim of an ethical failure stays in the news for almost 5 years. Long enough to damage your reputation and lower your profitability. An ethical climate needs constant care and feeding to be maintained. In this lively and thought provoking session, we will discuss why ethics is both complicated and difficult, how to prevent employees (and you) from taking the first step down a slippery slope, and walk through a six-step process for creating an ethical culture. | 4 |
| Ethical Challenges Faced by Businesses Around the Globe This course will focus on how anyone involved in accounting, financial reporting, or public accounting can ensure that ethical principles are consistently followed. | 2 |
| Ethical Decisions Learn about ethical choices and decision-making for accounting & finance professionals. | 1.5 |
| Ethical Issues in Not-for-Profits: Not-for-Profit Governance and Assurance Ethical failures can be minimized by knowing how to identify ethical challenges and promote ethical behavior. Real-world interactive examples will help you apply what you learn to foster an ethical environment. | 2.5 |
| Ethical Principles and the AICPA Code of Professional Conduct Ethical principles in the AICPA Code of Professional Conduct are paramount to the profession. The code’s structure and specific rules and interpretations are reviewed for practitioners involved in valuations. | 4 |
| Ethics & Critical Thinking Learn about how ethics is applied to problems where critical thinking is required. | 1.5 |
| Ethics & the Future Learn about the implications of future technologies and the impact on ethics | 1.5 |
| Ethics and Professional Conduct During this comprehensive seminar, you will gain an in-depth understanding of the six essential elements of the AICPA Code of Conduct and how they apply to public accountants. | 2 |
| Ethics at the Crossroads Learn about the knowledge and tools needed to navigate and safeguard against common ethical dilemmas. | 1.5 |
| Ethics in Action - Navigating the Ethics of AI Learn about the ethical challenges associated with AI technologies. | 1.5 |
| Ethics in the World of AI: A CPA's Guide to Managing the Risks In this course we will discuss the current uses of AI in business, nine risk areas, and the provide practical suggestions to address these risks effectively. | 2 |
| Ethics Under Stress “Ethics Under Stress” delves deep into the intertwined nature of stress and ethical decision-making, both on a personal and organizational level. | 2 |
| Ethics with a Dash of Courage This facilitated discussion goes beyond a lecture on ethical principles – it is a series of executive level case studies that offer participants “real time” practice in resolving dilemmas, with participants sharpening their critical thinking skills. | 2 |
| Ethics without Fear for Accounting and Finance Professionals Upon completion of this course participants will be able to – – Discern between Teaching and Termination moments caused by ethical missteps. – Apply mentoring and coaching methods to ethics – Describe the impact ethics has on the Accounting profession – Recognize leadership with ethical awareness – Apply ethics to Generative AI Tools | 2 |
| Ethics: Accounting Firm Cases While ethics training is required by many professions, the true value of the CPA license is in understanding how critically important ethical conduct is to one another and the public. This course will focus on public accounting-specific ethics issues, with a special focus on recent disciplinary actions, as well as a public accountant's responsibilities as defined in the AICPA Code of Professional Conduct. | 1 |
| Ethics: Industry Cases (CFO/Controller Series) This course will focus on business & industry-specific ethics issues, with a special focus on recent cases and industry CPA responsibilities as defined in the AICPA Code of Professional Conduct. | 1 |
| Ethics: Regulatory Update While ethics training is required by many professions, focus on the broad regulatory ethics issues within the CPA profession, with a special focus on the core values defined in the AICPA Code of Professional Conduct. | 1 |
| Independence You'll gain an understanding of the AICPA Code of Professional Conduct and independence rules affecting accounting professionals. | 4.5 |
| Independence Requirements in the AICPA Code of Professional Conduct You’ll learn about the independence requirements applicable to valuation services and the relationships or services that may threaten compliance with independence rules. | 2 |
| Living Ethics Learn about the day to day ethical dilemmas and decisions to be made. | 1.5 |
| MBAexpress: Good Governance - V 2.0 What are the characteristics that define good governance? This course will review the composition and responsibilities of those charged with governance. Discuss risk factors and liabilities related to governance and the importance of setting the "tone at the top" for ethical behavior. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. | 1 |
| Oversight of Corporate Culture: A Core Asset in Driving Performance Gain an understanding of RPA. This self-study online course is part of the **Robotic Process Automation Fundamentals for Accounting and Finance Professionals Certificate. ** You must purchase the program bundle to earn the digital badge. Click here to learn more. Covering the differences between using humans versus bots, this course offers an understanding of the organizational process implications of RPA. This course will enable you to identify opportunities for process automation and recognize accounting, finance, and operational process implications of RPA. Ultimately, you will gain a foundational understanding of RPA, its implications and how its application and uses can benefit your clients' business. Once you complete this course, you will be able to add value to your organization, create new opportunities and stand out as someone who is committed to emerging technology. | 2 |
| Professional Relationships Learn about how to communicate ethical decisions with stakeholders. | 1.5 |
| Respect, Safety and Ethics: The Next Step in Harassment Avoidance - Executive Briefing Gain a better understanding of ethical behaviors, and what harassment is (and is not) so that individual behaviors align with organizational values and provide a safe and respectful environment. | 2 |
| Tax Practice Quarterly: Tax Ethics Update This tax ethics course is a moderated panel with two members of the AICPA Tax Practice Responsibilities Committee, Sarah McGregor, CPA and Edward Jenkins, CPA. | 2 |
| Course Title | Credits |
|---|---|
| Budgeting Considerations for Not-for-Profits: Not-for-Profit Governance and Assurance Through in-depth examples, you’ll learn to transform budgeting into a constructive planning activity, empower an NFP to meet its strategic objectives, and enhance accountability within the budgeting process. | 2.5 |
| Course Title | Credits |
|---|---|
| Annual Update for Accountants and Auditors Updated guidance related to financial reporting, auditing procedures and compliance, including the latest standards issued by FASB, ASB, ARSC, and other bodies, is covered for accountants and auditors. | 10 |
| Bankruptcy, Insolvency & Reorganization Intricacies of bankruptcy, insolvency and reorganization and the related forensic services considerations are examined for practitioners looking to expand their service offerings to include this subspecialty. | 3 |
| Business and Individual Damages You’ll explore the causes and types of business and individual damages, as well as learn to apply the methods used to calculate these two categories of damages. | 3 |
| Considerations in Family Law and Estate Disputes Family law and estate disputes can be difficult. You'll learn key considerations to better help clients in these types of litigation services engagements. | 7 |
| Considerations in Mergers and Acquisition Disputes Forensic accountants often help clients with mergers and acquisitions (M&A). You’ll gain an understanding of the critical roles forensic accountants can play in M&A transactions and disputes. | 3 |
| Discovery Forensic practitioners often play a role in discovery. You’ll learn about the considerations related to discovery, including ways to maintain legal privileges and the attributes associated with electronically stored information (ESI). | 2.5 |
| Economic Damages: Core Concepts You’ll learn about the core concepts applicable to engagements requiring you to quantify economic damages. These core concepts can be applied whether you are calculating business, individual, or intellectual property damages. | 2.5 |
| Engagement Initiation and Planning Accepting, planning, and initiating forensic engagements are covered for new and experienced professionals. | 3 |
| Evidence Collection, Preservation, Custody, and Retention Proper evidence collection, preservation, and retention is crucial to forensic engagements. You’ll uncover best practices to prevent spoilage and mitigate evidence collection and management risks. | 3 |
| Fair Value Measurements Overview You'll review the foundational concepts of fair value measurements, as well as considerations related to business combinations and intangible assets. | 2 |
| Federal Tax Updates 2022 This course (broken into 4 parts) is essential for the tax practitioner who wants to update their knowledge of individual income taxation. Part 1 of the series deals with status issues that a practitioner encounters when preparing federal income tax returns. Part 2 of the series deals with income issues a practitioner will encounter when preparing federal income tax returns. Part 3 of the series deals with deduction issues that a practitioner encounters when preparing federal income tax returns. And finally, Part 4 deals with remaining miscellaneous issues not covered in the first three parts of the program that a practitioner encounters when preparing federal income tax returns | 4 |
| Fraud Detection Controls You’ll learn to understand and identify common fraud detection controls and techniques, as well as how to assess their effectiveness." | 2.5 |
| Fraud Prevention Controls You’ll learn how to identify and evaluate various fraud prevention controls and techniques. | 1.5 |
| Fraud Risk Management You’ll learn how to perform a fraud risk assessment of an entity’s control and operating procedures." | 1.5 |
| Gathering Evidence by Interviewing Interviewing is often paramount to a forensic practitioner’s evidence-gathering process. You’ll explore interviewing techniques, tools, and strategies to hone your interviewing skills. | 2 |
| Gathering Evidence through Observations and Public Information Understanding the considerations related to observations and public information is critical for forensic practitioners. You’ll examine the different types of observational and open-source evidence, as well as collection strategies and search and seizure considerations. | 1.5 |
| Governmental Accounting and Auditing Update New GASB, OMB, and Yellow Book standards and requirements are detailed in this governmental accounting and auditing update to help you stay ahead of federal audit changes. | 8 |
| Hot Topics for Preparing Current Period Audits and Other Attest Services Hot Topics for Current Period Audits and Other Attest Services: Both public and private CPAs must be current on changes to various potentially relevant professional standards, including changes related audits, compilations, reviews, and other attest services. This module provides recent and proposed changes to relevant professional and regulatory standards that have potential impact on public accounting services provided in the current period. | 2 |
| Hot Topics for Preparing Current Period Financial Statements Hot Topics for Preparing Current Period Financial Statements: Both public and private CPAs must be current on changes to various potentially relevant accounting and financial reporting standards, including U.S. GAAP. This module provides recent and proposed changes to relevant technical standards most relevant to the preparation and fair presentation of current period financial statements | 2 |
| Investigation and Corrective Action You’ll learn about common investigation techniques and corrective actions recommended by practitioners. | 3.5 |
| Laws, Regulations, and Guidance A comprehensive overview of international bribery and corruption laws and their underlying principles and foundations, as well as global enforcement actions and international cooperation efforts. | 3.5 |
| Legal Systems, Courts, and Dispute Resolution A comprehensive overview of global legal systems, including the institutions, laws, and norms that make up these systems, and the complexities at the heart of various legal frameworks. | 4 |
| Other Accounting Standards and Regulatory Environment | 1 |
| Overview: Gathering Evidence This course offers an overview of evidence gathering for forensic engagements, covering key topics such as types of evidence and various evidence gathering processes. | 1.5 |
| Professional Responsibilities in Forensic Services You’ll learn the professional responsibilities specific to forensic services to help you build a strong foundation for successfully executing these engagements. | 2 |
| Professional Standards for Forensic Services You’ll learn the professional standards that guide forensic services. Additionally, you’ll explore the key components of these engagements as you look to add forensic engagements to your service offerings. | 1 |
| Quantitative and Qualitative Analysis of Evidence You’ll discover the range of analytical tools and techniques that are applicable to forensic engagements. In doing so, you’ll cover topics such as the common tools and techniques used in forensic engagements and how to choose the appropriate approaches for your engagement. | 2.5 |
| Reporting Methods and Requirements You’ll learn about the reporting methods and requirements applicable to forensic engagements. | 4 |
| Types of Fraud You’ll learn about different types of fraud schemes in business, government, and consumer contexts. | 2.5 |
| Use of Forensic Technology As with many subspecialities, technology can be leveraged to help forensic practitioners collect, preserve, and retain evidence. You’ll learn about the ways forensic practitioners use technology to assist with their engagements. | 2 |
| Valuation considerations You’ll take a closer look at valuation considerations, including those related to testing for goodwill impairment and measuring the fair value of equity issued as compensation. Additionally, you will be introduced to three common valuation approaches. | 2 |
| Course Title | Credits |
|---|---|
| Applying Data Analytics to Business Performance Turn data into insights Learn core concepts in data analytics and how to conduct data analytics projects in your organization. Be prepared to be effective no matter how your organization or industry changes by understanding key concepts — from framing the problem and defining the scope to understanding organizational requirements and gaps to effectively working with key stakeholders. Data-driven mindset Develop the right mindset to help identify the problem and then recommend data-driven solutions. Understanding data Understand the language of data analytics so you can communicate effectively about data analytics in your organization. Real-world scenarios Using three scenarios covering revenue analysis, financial planning and analysis, and business performance, see how data analytics can be applied in practice. | 1 |
| Applying Data Analytics to Financial Planning and Analysis Turn data into insights Learn core concepts in data analytics and how to conduct data analytics projects in your organization. Be prepared to be effective no matter how your organization or industry changes by understanding key concepts — from framing the problem and defining the scope to understanding organizational requirements and gaps to effectively working with key stakeholders. Data-driven mindset Develop the right mindset to help identify the problem and then recommend data-driven solutions. Understanding data Understand the language of data analytics so you can communicate effectively about data analytics in your organization. Real-world scenarios Using three scenarios covering revenue analysis, financial planning and analysis, and business performance, see how data analytics can be applied in practice. | 1 |
| Applying Data Analytics to Revenue Analysis Turn data into insights Learn core concepts in data analytics and how to conduct data analytics projects in your organization. Be prepared to be effective no matter how your organization or industry changes by understanding key concepts — from framing the problem and defining the scope to understanding organizational requirements and gaps to effectively working with key stakeholders. Data-driven mindset Develop the right mindset to help identify the problem and then recommend data-driven solutions. Understanding data Understand the language of data analytics so you can communicate effectively about data analytics in your organization. Real-world scenarios Using three scenarios covering revenue analysis, financial planning and analysis, and business performance, see how data analytics can be applied in practice. | 1 |
| Blockchain Fundamentals Understanding the inner workings of blockchain technology can enhance your accounting practice. | 2 |
| Business Continuity Management The essential competencies you need to understand information security strategies. Information security governance is an essential part of any organization or firm's cybersecurity strategy. This CPE course will provide participants with the knowledge and tools needed to maintain an effective framework for information security governance. You will also recognize the policies, controls and countermeasure procedures to ensure proper control and compliance over confidentiality, availability and information. **Please note:** If you are seeking the CITP credential this course provides essential competencies on the learning pathway towards understanding information security strategies to help guide and maintain access control polices and procedures in alignment with organizational objectives and compliance requirements. | 3 |
| CFO Reporting Re-Imagined — Building Interactive Excel Reporting with Gen AI Assistance (Module 2) In Module 2 of CFO Reporting Re-imagined — Building Interactive Excel Reporting with Gen AI Assistance, you’ll learn how to transform static spreadsheets into dynamic, decision-enabling reporting. | 1.5 |
| CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action (Module 3) In Module 3 of CFO Reporting Re-Imagined — Visual Storytelling, From Data to Action, you’ll move beyond spreadsheets full of numbers and examine visuals that drive decisions. | 1.5 |
| CFO Reporting Re-Imagined: The Modern Reporting Paradigm – Structures, Views & Ethical AI (Module 1) In Module 1 of CFO Reporting Re-imagined — Modern Reporting Structures, Views & Ethical AI, you’ll learn how to shift from static spreadsheets to flexible, insight-rich reporting that today’s executives expect. | 1.5 |
| CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (Module 4) In Module 4 of CFO Reporting Re-Imagined — Unlocking Operational Insights with Excel & Gen AI, you’ll explore how to uncover powerful operational insights by combining Excel’s reporting tools with Gen AI support. | 1.5 |
| Core Concepts of AI for Accounting Professionals Unlock the power of Artificial Intelligence with our comprehensive AI Core Concepts Course. Gain a solid foundation in AI components. | 2.5 |
| Cyberattacks, Data Breaches, and Privacy Protect your data and other assets from the devastating effects of cyberattacks! The increasing frequency and variety of cyberattacks leaves individuals' and organizations' data susceptible to breaches. Preventing attacks and addressing vulnerabilities is particularly important for those in the finance industry, especially as the volume and complexity of data increase and new data privacy laws are introduced. Everyone, especially those in finance, is vulnerable to cyberattacks resulting in data breach. Educate yourself, your team, and your organization or client on types of attacks and how to prevent them. Secure your data by complying with rigorous privacy regulations. This CPE self-study course module covers various types of cyberattacks to help you acquire the necessary knowledge and gain an understanding of the importance and impact of cybersecurity risks to your organization or client. It also covers the impact of data breaches on organizations and compliance with privacy regulations. This knowledge is indispensable, especially given the increasing attacks on individuals and organizations during the COVID-19 pandemic. | 3 |
| Cybersecurity and Digital Transformation Digitization is transforming business every day, making cybersecurity even more crucial in today's world. As more organizations transition their data operations online, increasing their need for data storage, transfer, and accessibility by various means, it's critical that they understand the cybersecurity implications of such digital transformation. As a finance and accounting professional, you have a key role in helping your organization or client manage cybersecurity risks. As part of that role, it's necessary to consider the impact of digital transformation and market trends on cybersecurity risk management. | 1.5 |
| Cybersecurity Frameworks and Regulations Cybersecurity is a rapidly developing field — stay informed to keep up. There are many cybersecurity frameworks available. It's important to understand the options available and the differences between them to help your organization and clients respond to the shifting regulatory and cyber threat landscapes. You must be able to speak intelligently about cybersecurity to both internal and external audiences. To achieve this goal, learn about the different frameworks available and how they may be used to develop and implement a cybersecurity risk management program (CRMP). Also, gain an understanding of regulations that may be applicable for compliance purposes. This self-study module covers several noteworthy cybersecurity frameworks and regulations to help you acquire the necessary knowledge to determine applicability to your organization or client. It also introduces you to the AICPA's cybersecurity risk management reporting framework. Find out what security frameworks will best meet your cybersecurity and compliance needs. This knowledge is indispensable given that rapid changes to cybersecurity risk management programs may be needed during the COVID-19 pandemic. | 3 |
| Cybersecurity Risk Management How does cybersecurity risk management affect the activities you perform? Incorporate cybersecurity into risk assessment, controls identification, and other activities you perform. Managing cybersecurity risks is challenging. As the cyber landscape evolves, so too should considerations related to cybersecurity as you: - Assess risks - Identify controls to address those risks - Develop policies - Perform certain activities, such as vendor management and governance, among other things Cybersecurity is not just for IT professionals anymore. Clients and organizations are increasingly looking to financial and accounting professionals to be actively involved in risk management. This CPE self-study module covers key cybersecurity policies, controls, and procedures as part of a cybersecurity risk management program. It also covers risk assessment and controls and activities relevant to finance and accounting as part of a cybersecurity risk management program. This knowledge is indispensable in today's global digital landscape, especially during the COVID-19 pandemic as the focus on cybersecurity risk management increases. | 1.5 |
| Data Analytics Overview Data analysis basics are decoded as you learn how data analytics can help you and your organization succeed in the modern business environment. | 1 |
| Data Cleansing The Data Analytics Modeling Certificate will expand your ability to work with structured and unstructured data to drive a successful analytics practice. To start, you will learn to define clear business outcomes for your analytics practice to ensure your efforts align with your organization's strategic direction and create value. Next, you will learn data profiling and data cleansing techniques to maintain data quality throughout the data life cycle. You'll practice ETL (extract, transform, load) techniques and work with different data models and analytics tools. Finally, you will learn how to institute sophisticated tools for managing an ongoing enterprise data practice, including tools for data warehousing, managing the data life cycle, and working with structured and unstructured data. | 1.5 |
| Data Mining and Modeling Discover hidden relationships and opportunities to improve financial performance. Learn how to analyze what’s happened and forecast what may happen. | 3.5 |
| Data Profiling and Collection Enhance your understanding of data sources and learn how to identify and collect the right data to meet the objectives of your data analytics project. | 4 |
| Data Visualization Learn how to use data visualization best practices to communicate effectively and influence effective decision-making. | 4 |
| Data Warehousing The Data Analytics Modeling Certificate will expand your ability to work with structured and unstructured data to drive a successful analytics practice. To start, you will learn to define clear business outcomes for your analytics practice to ensure your efforts align with your organization's strategic direction and create value. Next, you will learn data profiling and data cleansing techniques to maintain data quality throughout the data life cycle. You'll practice ETL (extract, transform, load) techniques and work with different data models and analytics tools. Finally, you will learn how to institute sophisticated tools for managing an ongoing enterprise data practice, including tools for data warehousing, managing the data life cycle, and working with structured and unstructured data. | 1 |
| Demystifying Artificial Intelligence Time to demystify artificial intelligence. The term AI has been in the news for decades, inspiring a mystique that has rarely lived up to the expectations . . . until now! AI now offers the potential to revolutionize the way we do business − from reinventing customer experiences to predictive forecasting to prescriptive marketing approaches. A practical understanding Demystifying Artificial Intelligence provides a practical overview of artificial intelligence, machine learning (ML), and deep learning (DL). In this CPE self study course, you will be introduced to key concepts and capabilities, and the fundamental knowledge needed to understand the AI revolution from a business perspective. Real-world examples and use cases will be used to explain and illustrate concepts throughout this course | 5 |
| Digital Asset Fundamentals Learning digital asset characteristics and operational features, and staying current on the latest regulations and best practices, can help you understand how to work with digital assets. | 2 |
| Emerging Trends in Blockchain and Digital Assets You’ll explore the latest trends in blockchain and digital assets, covering everything from their legal and regulatory status to recent innovations and new financial products. | 1 |
| ETL Tools The Data Analytics Modeling Certificate will expand your ability to work with structured and unstructured data to drive a successful analytics practice. To start, you will learn to define clear business outcomes for your analytics practice to ensure your efforts align with your organization's strategic direction and create value. Next, you will learn data profiling and data cleansing techniques to maintain data quality throughout the data life cycle. You'll practice ETL (extract, transform, load) techniques and work with different data models and analytics tools. Finally, you will learn how to institute sophisticated tools for managing an ongoing enterprise data practice, including tools for data warehousing, managing the data life cycle, and working with structured and unstructured data. | 1.5 |
| Identity and Access Management This CITP program establishes literacy and understanding of the basic pillars of an organizational security practice. It covers a broad range of organizational risks which exist inside the common enterprise and how to address them. The CITP addresses several risk management strategies and prepares the learner to apply them to the security concerns of technology, policy, identity and access. Good security skills and practices in an organization consist of well integrated technology tools and frameworks, business process and policy, and project and work/build practices. It also includes response and recovery tools, such as response plans for when intrusions are detected, how to detect intrusions, and risk reduction measures like business continuity planning. Upon completing the CITP program, the learner will have a well-established understanding of the components of organizational policy which form a multi-layered risk management strategy. | 1.5 |
| Information Security Governance This CITP program establishes literacy and understanding of the basic pillars of an organizational security practice. It covers a broad range of organizational risks which exist inside the common enterprise and how to address them. The CITP addresses several risk management strategies and prepares the learner to apply them to the security concerns of technology, policy, identity and access. Good security skills and practices in an organization consist of well integrated technology tools and frameworks, business process and policy, and project and work/build practices. It also includes response and recovery tools, such as response plans for when intrusions are detected, how to detect intrusions, and risk reduction measures like business continuity planning. Upon completing the CITP program, the learner will have a well-established understanding of the components of organizational policy which form a multi-layered risk management strategy. | 3 |
| Introduction to Data Analytics Turn data into insights Learn core concepts in data analytics and how to conduct data analytics projects in your organization. Be prepared to be effective no matter how your organization or industry changes by understanding key concepts — from framing the problem and defining the scope to understanding organizational requirements and gaps to effectively working with key stakeholders. Data-driven mindset Develop the right mindset to help identify the problem and then recommend data-driven solutions. Understanding data Understand the language of data analytics so you can communicate effectively about data analytics in your organization. Real-world scenarios Using three scenarios covering revenue analysis, financial planning and analysis, and business performance, see how data analytics can be applied in practice. | 5 |
| Introduction to Data Analytics with Excel Power Query In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators. Power Query, part of Microsoft Power BI suite, is indispensable for extracting, transforming and loading data (the ""ETL""; of the commonly referred to ETLR). In this session, we will explore the basics of the Power Query add-in - extracting, transforming and preparing data for analysis. | 1 |
| IT Governance, Risks and Controls Understanding the principles. This CPE self-study course will give you the knowledge and tools necessary to implement and maintain an effective IT governance infrastructure that identifies and addresses IT related risks in support of organizational objectives. If you are seeking the CITP credential, this course provides essential competencies on the learning pathway towards understanding the principles and key components of an effective IT governance model, including the roles and responsibilities of those involved. | 6 |
| Logical Access Controls The essential competencies you need to understand information security strategies. Information security governance is an essential part of any organization or firm's cybersecurity strategy. This CPE course will provide participants with the knowledge and tools needed to maintain an effective framework for information security governance. You will also recognize the policies, controls and countermeasure procedures to ensure proper control and compliance over confidentiality, availability and information. **Please note:** If you are seeking the CITP credential this course provides essential competencies on the learning pathway towards understanding information security strategies to help guide and maintain access control polices and procedures in alignment with organizational objectives and compliance requirements. | 1 |
| Network and System Security Controls The essential competencies you need to understand information security strategies. Information security governance is an essential part of any organization or firm's cybersecurity strategy. This CPE course will provide participants with the knowledge and tools needed to maintain an effective framework for information security governance. You will also recognize the policies, controls and countermeasure procedures to ensure proper control and compliance over confidentiality, availability and information. **Please note:** If you are seeking the CITP credential this course provides essential competencies on the learning pathway towards understanding information security strategies to help guide and maintain access control polices and procedures in alignment with organizational objectives and compliance requirements. | 2.5 |
| Physical Access Controls The essential competencies you need to understand information security strategies. Information security governance is an essential part of any organization or firm's cybersecurity strategy. This CPE course will provide participants with the knowledge and tools needed to maintain an effective framework for information security governance. You will also recognize the policies, controls and countermeasure procedures to ensure proper control and compliance over confidentiality, availability and information. **Please note:** If you are seeking the CITP credential this course provides essential competencies on the learning pathway towards understanding information security strategies to help guide and maintain access control polices and procedures in alignment with organizational objectives and compliance requirements. | 1 |
| Requirements Gathering Discover the framework that will help you understand audience needs so that you can provide the right information to meet your data analytics project objectives and support data-driven decision-making. | 2 |
| The Business of Cybersecurity Think strategically about cybersecurity. Know what services and products are available to improve your cyber resilience. Cybersecurity risk management is complex. There are operational and financial considerations in managing this risk. Fortunately, a number of products and services are available to help. Find out what they are and how you can use them to strengthen your organization's or client's cybersecurity risk management program. You can help clients and organizations by making valuable recommendations on products and services that they can use within their cybersecurity risk management programs. As part of this, you need to be able to speak intelligently about the operational and financial implications of cybersecurity as you communicate with clients and collaborate within your organization. | 2.5 |
| The Future of Blockchain and Blockchain Trends Level up your skills for the future. Become aware of future trends of blockchain, such as decentralized apps, decentralized autonomous organizations, and offchain transactions. This CPE self-study will prepare you to adapt yourself to this new environment. Level up your skill set to keep relevant and play a critical role in the future. | 1.5 |
| The Impact of AI and Machine Learning in Auditing AI provides an excellent opportunity for auditors to automate more routine procedures and focus on delivering more value-added insights to help improve an organization’s performance or risk mitigation. | 3 |
| The Importance of Cybersecurity Play a key role as a trusted adviser in cybersecurity risk management. As a finance and accounting professional, you have a key role in helping your organization or client manage cybersecurity risks. You must understand the importance of cybersecurity and your role to immerse yourself in cybersecurity risk management. | 2 |
| Understanding Data The Data Analytics Modeling Certificate will expand your ability to work with structured and unstructured data to drive a successful analytics practice. To start, you will learn to define clear business outcomes for your analytics practice to ensure your efforts align with your organization's strategic direction and create value. Next, you will learn data profiling and data cleansing techniques to maintain data quality throughout the data life cycle. You'll practice ETL (extract, transform, load) techniques and work with different data models and analytics tools. Finally, you will learn how to institute sophisticated tools for managing an ongoing enterprise data practice, including tools for data warehousing, managing the data life cycle, and working with structured and unstructured data. | 1 |
| Course Title | Credits |
|---|---|
| Balanced Scorecard Balanced Scorecard is a performance measurement framework that added strategic non-financial performance measures to traditional financial metrics to give managers and executives a more balanced view of organizational performance. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Business Process Improvement Have you ever tried to improve a business process only to be told: “that’s the way we’ve always done it”? This course will discuss ways to improve your business processes to make them more efficient and better for your organization and customer. | 1 |
| Enterprise Risk Management: New Approaches for Today's Complexities Understanding enterprise risk management (ERM) can help you make informed decisions about managing people, processes, and technology to mitigate risk and achieve your organization’s objectives. | 8.5 |
| How Culture Affects Risks Familiarity with enterprise risk management concepts and best practices. | 1 |
| Linking Risk Management to Strategy Changes in the business landscape are accelerating in speed and complexity. You'll learn to navigate these changes by examining strategies to manage risks within your organization. | 1 |
| Preventing and Detecting Fraud Fraud costs US companies $400 billion annually. Do you know where the fraud is in your organization? Don’t let your company continue to be a victim. | 1 |
| Productivity Enablement: Simplifying the Most Challenging Parts of your Job and Becoming Future-Ready Learn how new productivity enablement and workflow solutions can help leadership teams work smarter, not harder – and increase their resource capacity to focus on strategies that prepare them for the future and deliver higher business performance. | 1 |
| Project Management Project management is a results-focused concept that needs to be in the accountants' toolbox. For CPAs in public accounting, every engagement, tax return audit and SOC report is a project. For CPAs in finance, your month in close, and fraud and risk assessment are projects. This course will discuss the project management process from building a business case and planning, to execution and managing your team. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Risk Is Increasing and Risk Management Is Evolving It's time for traditional risk management to evolve. Risk management techniques and tools are explained to help you understand the value of using known and tested tools for mitigating risk. | 1 |
| Risk Management Do you know if your organization is risk-averse or risk aggressive? This course will define risk management and discuss the types of risk and risk management processes. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. | 1 |
| Risk Management Techniques and Tools You’ll enhance your understanding of the benefits that come from implementing an enterprise risk management system to identify and mitigate risks within your organization. | 3 |
| Roles and Responsibilities in Risk Management Growing complexity in business operations calls for a new type of leader in risk management. You'll learn the key roles and responsibilities to help you develop effective risk management plans and strategies. | 1.5 |
| Course Title | Credits |
|---|---|
| Building Capacity to Focus on What Matters Your firm needs to adapt to a changing environment and market. But where can busy professionals find the time to learn and implement new skillsets and toolsets? In this course, you'll learn where to find the time without feeling overwhelmed.? | 1 |
| Coaching vs. Mentoring Coaching and mentoring are often misunderstood. This self-study online course explains the differences, so you can improve performance and help colleagues and peers develop their skills. | 2.5 |
| Connecting while Cultivating Strong Relationships Inside and Outside the Firm In this session, we will go much deeper into the important subject of connection. For some this may be a little uncomfortable, but I assure you I've witnessed many leaders grow exponentially just by becoming more strategic in how they connect with their employees, their peers, their clients, and their family members. I don't want to discount the word strategic in what we talk about here, few of us are natural at connecting. We’ll show you how to work at it. It’s up to you to take the time to reflect, plan and be intentional about connecting. | 1 |
| Creativity and Innovation This course will demonstrate proven methods that CPAs and other business professionals can use to unlock their creativity and innovation. You will discover new ways to break through mental barriers, SALY thinking, and roadblocks in order to improve performance, creative thinking, and innovation. | 1 |
| Critical Thinking in Data Analytics Improve your critical thinking in data analytics skills to diagnose problems with ease, make better data-driven decisions, and identify effective solutions. | 2.5 |
| Critical Thinking Skills Make better decisions by enhancing your critical thinking skills. Critical thinking is an essential element of the professional accountant's toolkit – no matter the role you hold. It's an invaluable life skill which you can apply anywhere, provided you do it in the right way and at the right time. This CPE self-study course will provide you with the essential information to enhance your critical thinking skills, so you can diagnose problems, make better decisions, identify effective solutions, and become aware of the consequences of your actions. | 1 |
| FROM FINANCIAL EXPERT TO STRATEGIC BUSINESS LEADER: LEADER EVOLUTION Many leaders in finance and accounting organizations describe their passage from technical expert to financial leadership positions as a modern-day version of trial by ordeal. It’s sink or swim. The good news -there is a better way. Leaders development through a set of clearly defined stages that require different ways of thinking, different perspectives, and new skills. This workshop lays out the roadmap for professional development that applies to every CPA and finance and accounting professional that wants to advance their career and create a favorable impact on the organization. Note: This is available in a 2-hour on-demand format | 1 |
| How to Build Confidence and Initiative as an Aspiring Leader In this session, we'll discuss the purposes and strategies for high impact coaching inside your organization. After exploring the potent influence of mindset on execution, we'll spend a good amount of time learning about the relationship triangles that impede maturity. We'll also cover how to better manage ourselves so that others can become the more responsible problem solvers we'd like them to be. | 1 |
| How to Manage Discomfort and Fear while Holding Everyone Accountable In session 6, we will start incorporating some of what we already learned into practice. Consider specific situations that might be temporarily uncomfortable. Remember, discomfort is the frequent companion of progress. Don’t let it stop you. Think back to session 2 when we discussed automatic responses. This session will invite you to face problems challenges head on and to produce thoughtful responses that enable others to take greater responsibility for their own function. This session will help you think more clearly about what your responsibility is and what’s theirs. This is a short session. So we will come back and discuss some good reflection and exercises for you to take with you at the end. | 1 |
| How to Promote Responsibility as well as Maturity within the Firm Culture In this session, we will work toward understanding and building our own maturity and the maturity of others. We will talk quickly about how we are all brain wired to respond emotionally and automatically whenever we perceive a threat. The dangers of imagining, overreacting to or avoiding a threat because of discomfort can affect our relationships and decisions at the expense of the firm’s culture. We will also talk about why doing what seems easy often prevents us from doing the right thing. As you listen, think of examples in your own personal and professional life of instances of higher functioning and immaturity viruses that happen day‐to‐day. | 1 |
| Latest in Leadership We can all list a variety of leadership skills but how do you develop them into your own leadership style? This course will explore leadership through a different lens by evaluating your leadership style and how to capitalize on your own personal strengths. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Leading vs Managing Coaching and mentoring are often misunderstood. This self-study online course explains the differences, so you can improve performance and help colleagues and peers develop their skills. | 2.5 |
| Managing Change Make change initiatives stick. An estimated 80% of organizational change initiatives fail − this course can help you beat the odds. By showing you how to employ the appropriate tools and techniques to proactively manage change, you can significantly increase your chances of success. This CPE self-study course will provide you with the practical tools and techniques − including the Positive Change framework − to successfully lead individuals through organizational changes, mitigate resistance, and achieve sustainable results. | 1 |
| MBAexpress: Leading Up: Partnering With Your Boss - V 2.0 Have you ever worked with your boss and felt there were things that you could just do better? Organizations benefit from more upward leadership. Everyone benefits if we utilize all of our strengths -- the sum of the parts is greater than the whole. Learn how to use your skills to help advance your career while making your boss look great. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: http://www.nasba.org. | 1 |
| Moving From Employee to Manager to Leader First-time supervisors face unique challenges as they transition to management. They must supervise work with which they may be unfamiliar, and supervise employees with whom they had previously been co-workers or employees with greater seniority. They must understand the extent of responsibility and decision-making authority they have, finding ways to communicate expectations to their employees and making possibly unpopular decisions. Excellence in technical or financial skills does not automatically translate to excellence in leading and supervising others.This course will give new supervisors, managers, and leaders the skills and understanding needed to successfully navigate the transition. | 1 |
| Self-Definition and the Power of the “l” Position This session is the start of the application areas to leadership growth. This is a skill. Application can take years to master and can be a source of deep value for those who look to you for leadership, both at home and at work. As you think about this session, think about recent conversations you have had that were less than satisfactory and consider how “I” positions and self‐responsibility can fortify your leadership. | 1 |
| Strategy for Success Does your firm or organization know why it does what it does? Do you have a mission statement? This course will help you identify the importance of why an organization should know its “Why,” how to use backcasting as a strategic planning tool and understand the most important thing about a mission statement. | 1 |
| Succession Coaching and the “How to” for Developing both Your Existing and Emerging Leaders In session 7, we will continue to put into practice what we have already learned. This session brings the entire program together and focuses your role on succession coaching and developing future leaders in the firm. | 1 |
| Teamwork And High-Performance Teams Did you know that the core principles of improvisation are the same core principles in efficient, effective, and productive teams? This course will discuss the skills and principles that are used in building successful teams, including trust, respect, support, adaptation, listening, and communication. | 1 |
| THE FUTURE-READY FINANCE & ACCOUNTING PROFESSIONAL - Welcome to the Fast Future Recent research from the AICPA says that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now imperative to learn a new competency–how to accurately anticipate the future. This session will show how to anticipate these trends and move from being a crisis manager to an opportunity manager. At the end of the session, participants will set actionable steps to elevate and accelerate their organization’s strategy. | 1 |
| The Path to Creating Work-Life Harmony Is it getting harder to find success in your business? Or has your work become mechanical or routine? Amy Vetter, an accomplished CPA, business executive, serial entrepreneur, and yoga practitioner, will show you how to rekindle or discover the spark you desire for your career and business. Based on her book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Amy will provide listeners with heartfelt insights and tips, backed by scientific research, on how to discover and align their authentic selves and inner talents with the work they do. Actionable tips and tools will be provided on how attendees can find their own sense of work-life harmony to live a more authentic, purposeful life. | 1 |
| The Strategic Finance Department – 15 New Roles The world has changed, but has your finance department changed with it or are they doing the same things the same way they always have? Being technically competent is no longer enough; you have to be able to connect with people throughout your organization. In this session, we will cover definition and characteristics of strategic leadership.We will review 15 roles to enhance: your position in the organization, your interactions with other departments, and your strategic role in your organization. These strategic roles will help move you and your department into the future; go from being a disliked cost center to an appreciated, value-adding resource within your organization.This course is designed to build on what you are already doing right and add specific steps you can implement immediately to have a positive impact on your organization’s future. | 2 |
| Time Management tips for time crunched professionals Reclaim your schedule and thrive. If you've ever wondered "Where did my day go?" this course is for you. In an increasing busy world, the ability to plan and prioritize, overcome procrastination, and deal with interruptions is an essential business skill — no matter what your role. This CPE self−study course will provide you with practical time management tools and tips, so that you can reclaim your schedule, meet your objectives, feel more in control, and have less stress. | 1 |
| Understanding the Landscape of Leadership In this session, we take the time to discuss the research and science behind this program. As you think about this session, think about recent conversations you have had that were less than satisfactory and consider how self‐clarity and self‐responsibility can fortify your leadership. | 2 |
| Course Title | Credits |
|---|---|
| A Different Take on the Generations With rapidly shifting demographics, the very nature of the Human Capital we depend on is shifting. Most “Generational” discussions focus on the differences of discrete groups within our population, and the result can be somewhat divisive. This program has a different focus – a more inclusive look at the generations, with a focus on communication methods to bridge the gaps. With the overall size of the millennial cohort in the workforce, this presentation spends a majority of its time on communicating with Millennials. | 1 |
| Building a Productive, Resilient Workforce | 1 |
| Building a Sustainable Culture of Diversity There’s a perfect storm going on. We've got the new economy, a new generation coming online, and we have LinkedIn pulling people away from us and bringing them to us. Also, there are ethical issues. All of these issues surround and apply to the issue of diversity.Simply put, diversity is the mix of people you have in an organization, Inclusion is how you integrate and manage them. In the “New Normal” world of the modern economy, having a culture that encourages the full participation of all people on the team is a real competitive advantage.This fast-paced course updates one’s strategic view of the world of Diversity and Inclusion and applies it to the specialized world we work in. | 1 |
| Four Generations in the Workplace Learn to embrace the diversity of the 4 generations in the workplace, to appreciate each group for their strengths, and to motivate and manages each group effectively | 1 |
| Future-Ready Finance: Motivating the Next Workforce Future-Ready Finance: Motivating the Next Workforce explores how organizations can create an environment that fosters engagement, innovation, and long-term success. | 2 |
| Harassment Avoidance - Employee Training There are moments in American History where we have examined our attitudes towards fundamental things — civil rights, sexuality, equal pay; now we are facing the crucible of sexual harassment. You may think we are going through a "perfect storm"; of Harassment in the workplace, but it is bigger than that. It appears to be fundamental climate change in how we handle power and ethics. Accusations and resignations — this presentation will explain how we got here, what we should do, and what challenge is on the horizon once we work through these issues. | 1 |
| Motivating the Next Workforce Productivity. Low turnover. High-performance culture. None of these buzzwords work if the organization’s engagement process is broken and people are underperforming. It’s time to look beyond the “buzzwords” and truly rethink motivation and performance management instead of tweaking “business as usual”.Good performers can become bad performers, and bad performers get comfortable and stay. This presentation is a fast-paced look at some clever and aggressive new engagement and retention processes that are both effective and legally compliant, mixing fresh case studies with psychological theory. Unfortunately, engagement is far from an exact science. There's no secret formula, no easy calculation, no worksheet to fill out. This course will review how to hire well and techniques to keep your best performers engaged and wanting to stay with your organization. | 1 |
| The Future of Time Management Do you feel that you are multi-tasking more and getting less done? Do you work harder and longer and your "To-Do" list never gets any shorter? Well it's time to work smarter, not harder; work less and get more done! This session will review the challenges with time management and the lies told that don't work. We will cover solutions that are both personal and universal, and tactical and practical to power-up your productivity and leave you with more time for the important things in life – family, friends, and fun! | 2 |
| Course Title | Credits |
|---|---|
| Managing Risk: Practical Tools & Tips to Help CPAs (Audit & Attest Services Focus) Knowing the risks when providing audit and attest services is indispensable information for any CPA. You can learn to identify, assess and mitigate risks that could arise from decisions in your practice. | 5.5 |
| Managing Risk: Practical Tools and Tips to Help CPAs (Tax Services Focus) Offering tax services can expose you to professional liability. Here's the information you need to identify, assess, and mitigate risks that commonly arise in tax practices. | 5.5 |
| Professional Ethics Update and Refresher You'll refresh your knowledge of important ethics requirements and gain an awareness of new and revised ethical requirements to stay current on ethics guidelines. | 2 |
| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course Ethical principles and independence requirements to uphold honesty, objectivity, and professional conduct are examined for accounting and finance professionals maintaining their CPA license. | 8.5 |
| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure) Ethical principles and independence requirements to uphold honesty, objectivity, and professional conduct are examined for accounting and finance professionals earning their CPA license. | 8.5 |
| Course Title | Credits |
|---|---|
| Advanced Estate Planning Strategies Advanced strategies for estate planning are covered for practitioners looking to strengthen their skills and to help clients with complex financial planning needs. | 1.5 |
| Advanced Excel: Practical Applications for Accounting Professionals Tap into Excel’s full potential. If you're comfortable using Excel but want to take your skills to the next level, you've found the right course. Written by a CPA and Excel expert, this self-study course will help you be more efficient and productive. This course covers topics including Advanced PivotTables, External data ranges (ODBC), and Visual basic: macros and user-defined functions. Once you know how to tap the software's full potential, you'll be able to quickly and easily perform accounting and finance tasks in Excel. | 6.5 |
| Analyzing Client Retirement Data You will be able to provide personalized and effective recommendations to clients as you gain knowledge of key assumptions, risks, and techniques necessary to create an integrated financial plan. | 2 |
| Annuities A deep dive into various types of annuity contracts, examining key features, distribution and payout options, the legislative environment, and their place in the wider personal financial planning context. | 1.5 |
| Assumptions, Time Value of Money, and Cash Management Strategies Key assumptions used to make personal financial planning decisions, including escalation rates, longevity, and time value of money are covered along with various cash management strategies. | 1 |
| Bankruptcy, Insolvency and Reorganization AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides a high-level overview of bankruptcy and the roles of forensic accountants that work with bankruptcy engagements. Our overview employs three different scenarios to give learners a broad understanding of the field. | 1 |
| Basic Estate and Gifting Strategies Advance your estate planning skills by learning about estate planning and gifting strategies, and by exploring how to tailor these strategies to your clients’ specific needs. | 1 |
| CFF Exam Review Course In this self-study course, highly experienced instructors define and explain the disciplined approaches to forensic accounting that lead to a thorough knowledge of the varied specialties. This course addresses the following: - Professional responsibilities and practice management - Fundamental forensic knowledge, laws, courts, and dispute resolution - Specialized forensic knowledge, bankruptcy, insolvency, and reorganization You'll also get illustrative examples and detailed explanations to ensure you understand this multifaceted area | 20 |
| Charitable Planning Core knowledge of charitable planning is covered, including how it can lead to tax advantages and integrate with other areas of personal financial planning. | 1.5 |
| Closely Held Business Estate Planning Estate planning for closely held businesses is examined for practitioners looking to gain highly valued knowledge and help clients with specific needs. | 1 |
| Closely Held Businesses Various types of closely held business entities including sole proprietorships, corporations, partnerships, and trusts are examined and key issues such as valuation and liquidity events are explored. | 1 |
| Controller Series: Establishing, Maximizing and Communicating Internal Controls This course will review the intent and practical application of the COSO framework for maximum efficiency and protection. | 1 |
| Creating the Investment Policy Statement An investment policy statement (IPS) serves as a strategic blueprint that guides financial professionals and clients with precision and clarity as they navigate investment decisions and recommendations. | 1.5 |
| Creating, Implementing and Monitoring the Retirement Plan You will boost your financial planning skills by learning to create, implement, and monitor personalized retirement plans. | 2.5 |
| Education Planning Examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation. | 1.5 |
| Elder and Special Needs Planning You will amplify your financial planning skills by understanding the personal financial planner’s role in assisting the elderly, the chronically ill, and those with special needs. | 2 |
| Essentials of Estate and Charitable Planning Estate planning is a core component of personal financial planning to determine how a client’s estate will be handled during life or after death. This course will give you the foundational knowledge you need to assist clients with this challenging area of personal financial planning. | 2 |
| Essentials of Investment Planning Investing is often thought of as a high-risk activity by those who are unfamiliar with the investment process; however, this doesn’t have to be the case. In this course, we will explore the foundations of investment planning and cover the knowledge that personal financial planners need to have. | 2 |
| Essentials of Personal Financial Planning Personal financial planning can encompass a number of services, such as helping clients to save for retirement or for their children’s education. This module provides a survey of the many areas of personal financial planning. | 1 |
| Estate Planning Documents and Trusts Estate planning documentation requirements and different kinds of trusts are covered for practitioners looking to make sure their work is compliant. | 1.5 |
| European Sustainability Reporting Standards E1: Climate Change A deep dive into the European Union’s adoption of the European Sustainability Reporting Standards (ESRS) E1: Climate Change | 1 |
| Executive and Deferred Compensation Arrangements Various types and features of executive compensation arrangements, equity compensation, and deferred compensation plans are examined to provide insight into opportunities and key considerations. | 1.5 |
| Fair Value Measurements of Financial Instruments: Corporate Governance This course provides an overview of corporate governance, including its underlying principles and theories. It discusses the various stakeholders of a company and conflicts of interest that exist among stakeholder groups. This course also describes certain key factors that impact corporate governance, and it highlights the risks and benefits that underlie a corporate governance structure. | 1 |
| Fair Value Measurements of Financial Instruments: Economics of Regulation This course provides an overview of regulation, including classifications of regulations and regulators, roles of regulations, and regulatory tools. It describes regulation of commerce and areas of focus in commercial regulation, the regulation of financial markets, including securities regulation and regulation of financial institutions. Additionally, this course discusses the assessment of costs and benefits of regulation. | 1 |
| Fair Value Measurements of Financial Instruments: Financial Reporting Standards This course discusses the objective of financial statements and the importance of financial reporting standards in security analysis and valuation. It describes the roles of standard-setting bodies and regulatory authorities, including discussion on the trend toward and barriers to convergence of global financial reporting standards. This course covers the International Financial Reporting Standards (IFRS) framework and general requirements for financial statements. | 1 |
| Fair Value Measurements of Financial Instruments: Market Organization and Structure This course examines the functions of the financial system. It introduces the types of assets that investors, information- motivated traders, and risk managers use to advance their financial objectives, it also presents ways practitioners classify these assets into markets. Additionally, this course provides an overview of financial intermediaries and it discusses how market participants order trades and how those orders are processed. | 1 |
| Governmental and Employer Retirement Plans Process Retirement planning skills are enhanced as you explore governmental and employer retirement plans, enabling you to expertly recommend tailored retirement strategies aligned with client objectives. | 2 |
| Group Insurance and Other Employee Benefits Personal financial planners can examine different types and key characteristics of group insurance and other employee benefits that are essential components of clients’ financial plans. | 1 |
| Incapacity and Postmortem Estate Planning Incapacity planning is examined for practitioners looking to support clients as they navigate planning for this sensitive and challenging area of risk. | 1.5 |
| Integrating Estate Planning With the Tax and Financial Plan Overlap between estate and income tax planning is covered for practitioners aiming to provide holistic advice based on clients’ individual circumstances. | 1 |
| Integrating Investments with the Financial Plan The personal financial planner is the logical choice to be the adviser who coordinates with all the other advisers. This course discusses other types of advisers and the integration of the investment plan with other areas of personal financial planning. | 1 |
| International Valuation Standards International Valuation Standards promote global consistency in valuations. You'll learn more about these guidelines and best practices that apply in multiple jurisdictions. | 2 |
| Introduction to Business Intelligence The Data Visualization Certificate will guide you through every major facet of one of the most important areas of your data practice — data visualization. Building from underlying technology, architecture, and analysis considerations, you will learn how to translate data into meaningful information, visualize the information, and communicate findings and lessons. You will learn fundamental types of visualization techniques such as charts and graphs and explore a sampling of the most common reporting tools for producing meaningful visualizations. You will continue by developing an understanding of business intelligence (BI) — the overall architecture by which organizational data can be managed and understood. Additionally, you will examine the various components and technologies that make up effective BI and understand how they fit within the larger business. Finally, you will be guided through fundamental design principles and communication concepts behind effective dashboards and reports and how to present findings from data to other business stakeholders. This certificate ensures that your data analysis skills are demonstrated effectively so the leaders of your organization understand your strategic value. | 1 |
| Introduction to cross-cutting standards under the ESRS (ESRS 1 and ESRS 2) You’ll learn about the European Union’s adoption of the two cross-cutting standards of the European Sustainability Reporting Standards (ESRS) for use by all companies subject to the Corporate Sustainability Reporting Directive (CSRD). | 1 |
| Introduction to environmental standards under the ESRS (E1–E5) You’ll learn about the European Union’s adoption of the 5 environment-related standards of the European Sustainability Reporting Standards (ESRS) for use by all companies subject to the Corporate Sustainability Reporting Directive (CSRD). | 1.5 |
| Introduction to social and governance standards under the ESRS (S1–S4 and G1) Covers the five social and one governance standards of the European Sustainability Reporting Standards (ESRS) for use by all companies subject to the Corporate Sustainability Reporting Directive (CSRD). | 1 |
| Investment Data Gathering and Analysis You’ll discover methods for analyzing client data to assess risk, understand market influences, and make informed investment recommendations. By integrating both data gathering and analysis, you will be equipped to create well-rounded investment strategies tailored to individual client needs and market conditions. | 1.5 |
| Investment Monitoring and Updating Significant changes in the economy or a client’s may warrant revisiting your client’s investment policy statement (IPS). In this course, we’ll outline the contours of a monitoring and updating engagement in addition to the factors that may trigger revising an IPS. | 1 |
| Investment Vehicles and Strategies In this course, we provide a comprehensive overview of investment vehicles and strategies. It covers the full spectrum of investment options, from low-risk products such as certificates of deposit and money market accounts to higher-risk investments such as stocks, mutual funds, and alternative assets. | 1.5 |
| Life Insurance Comprehensive exploration of life insurance, focusing on contract features, comparison methods, and its application in personal financial planning, particularly in tax and estate discussions with clients. | 3 |
| Needs Analysis and Insurance Contracts Detailed techniques for calculating life insurance and income replacement needs are paired with a thorough review of insurance contracts to help you to better advise clients. | 1 |
| Personal Financial Planning in Practice Essential technical knowledge is put into practice by applying key concepts to a series of case studies for personal financial planners. In doing so, you’ll learn how to process and respond to information and financial data. | 2.5 |
| Personal Financial Planning Standards and Responsibilities Fundamental personal financial planning standards, ethical principles, and responsibilities, as well as their application to various planning services, are examined. | 1 |
| Personal Retirement Investments, Income and Expenses Retirement planning skills are elevated as you explore the diverse tools, strategies, and savings vehicles available to your clients as they prepare for financial independence. | 2 |
| Personal Risk Insurance Opportunities for managing personal risk are explored through consideration of health, disability, long-term care, and property and casualty insurance. | 2.5 |
| Portfolio Management Portfolio management is the art and science of making investment decisions that balance risk and return in alignment with a client’s financial objectives. This course will guide you through the key components of portfolio management, from selecting a qualified investment adviser to understanding how portfolio performance is measured. | 1 |
| Regulatory and Fiduciary Landscape Key legislation and influential governing bodies are examined from a personal financial planning perspective to contextualize fiduciary practices and regulatory requirements. | 1 |
| Report Building and Online Analytical Processing The Data Visualization Certificate will guide you through every major facet of one of the most important areas of your data practice — data visualization. Building from underlying technology, architecture, and analysis considerations, you will learn how to translate data into meaningful information, visualize the information, and communicate findings and lessons. You will learn fundamental types of visualization techniques such as charts and graphs and explore a sampling of the most common reporting tools for producing meaningful visualizations. You will continue by developing an understanding of business intelligence (BI) — the overall architecture by which organizational data can be managed and understood. Additionally, you will examine the various components and technologies that make up effective BI and understand how they fit within the larger business. Finally, you will be guided through fundamental design principles and communication concepts behind effective dashboards and reports and how to present findings from data to other business stakeholders. This certificate ensures that your data analysis skills are demonstrated effectively so the leaders of your organization understand your strategic value. | 1 |
| Retirement and Financial Independence Planning Retirement and financial independence planning are complex and essential parts of personal financial planning. This course covers the creation of a financial independence plan and retirement savings vehicles and strategies. | 1 |
| Risk Management/Employee and Business-Owner Planning Helping your clients manage risk by analyzing their exposure to different types of risk. | 1 |
| The Estate Planning Process Estate planning process fundamentals are examined for practitioners looking to learn key elements of this crucial area of personal financial planning. | 1.5 |
| The Investment Planning Process The investment planning process is explored, including the different phases of the process, the professional environment within which it operates, and the various business models that exist within it. | 1 |
| The Personal Financial Planning Process and Data Gathering You’ll walkthrough the steps in the personal financial planning process from engagement to monitoring and updates, and explore the methods and purpose of gathering and using data effectively. | 1 |
| The Retirement Planning Process Financial planning expertise is elevated as you learn ways to empower your clients to establish and achieve practical, realistic retirement goals. | 1.5 |
| The Risk Management Planning Process Essential risk management principles cover client loss exposure, selecting risk responses, and understanding insurance and legal complexities. | 1 |
| Understanding the Forensic Accountant Role AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course explains the difference between a traditional auditor and forensic accountant, lists the characteristics of a forensic account, and describes the possible role a forensic accountant can have during a client engagement. | 1.5 |
| Valuations in Litigation Matters AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the **Fundamentals of Forensic Accounting Certificate Program** – a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. This course provides an overview of the procedures and considerations for beginning a valuation engagement for litigation purposes. You will be introduced to approaches and methods for valuations, as well as learn how to develop a common groundwork for preparing depositions and court testimony. | 2 |
| Course Title | Credits |
|---|---|
| Advanced Tax Planning S Corporations - Tax Staff Essentials A look beneath the surface of S corporation taxation, with in-depth discussions of planning opportunities designed for the popular tax form. | 11.5 |
| Advanced Taxation of Partnerships & LLCs: Basis, Distributions, and Sales of Interest - Tax Staff Essentials Upskilling tax professionals on essential topics in partnership taxation | 3.5 |
| Advanced Taxation Partnerships & LLCs - Tax Staff Essentials Professionals need modern solutions to serve the needs of new and existing clients confronted with complex partnership tax issues. | 11 |
| Business, Tax Credits, Administrative, and Tax-Exempt Organization Issues The One Big Beautiful Bill Act (OBBBA) introduces substantial updates to business tax planning, deductions, credits, and compliance. This course examines the sweeping provisions now codified into law that affect flow-through entities, corporate taxpayers, tax-exempt organizations, and administrative reporting." | 2 |
| Capitalized Costs & Depreciation - Tax Staff Essentials Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting. | 8 |
| Corporate Formations, Reorganizations, Acquisitions, and Liquidations A comprehensive review of the tax implications of corporate changes. | 1 |
| Digital Assets Playbook This comprehensive audio learning experience offers a deep dive into the taxation of digital assets, guiding participants through the critical taxable events that occur in digital asset transactions, such as trades and conversions. It emphasizes the importance of dispelling common misconceptions about tax compliance and maintaining complete and accurate transaction records to ensure precise tax reporting. Participants will gain insights into the tax implications of digital asset losses and learn to navigate the complexities of IRS reporting requirements for digital asset transactions. The course also addresses the challenges associated with digital asset reporting, providing strategies to manage these effectively. By the end of this course, attendees will be equipped with the knowledge to identify key tax events and comply with digital asset taxation confidently. | 1.5 |
| Estate & Trust Primer - Tax Staff Essentials A comprehensive guide to estate planning and the taxation of trusts. | 6.5 |
| Foreign Losses, Foreign Currency, and Compliance A detailed overview of dual consolidated loss, foreign currency, and international tax reporting rules. | 4.5 |
| Form 990 Preparation - Core Form: Not-for-Profit Tax Compliance Form 990 is the chief compliance tool used by the IRS to monitor compliance of tax exempt, not-for-profit (NFP) entities. You’ll learn to identify areas of concern to ensure accurate reporting when preparing Form 990. | 2 |
| Form 990 Preparation - Schedules: Not-for-Profit Tax Compliance You’ll examine the required schedules of the IRS Form 990 and apply what you learned through interactive exercises and real-world examples. | 3 |
| Form 990: Best Practices for Accurate Preparation An in-depth look at reporting Form 990 provides actionable tips for accurate preparation. | 7.5 |
| Form 990: Best Practices for Accurate Preparation – Tax Staff Essentials Understanding the intricacies of Form 990 is crucial. You can learn actionable tips for accurate preparation as part of your Tax Staff Essentials bundle. | 11 |
| Individual and Estate Issues This course walks through the individual and estate tax changes created by the One Big Beautiful Bill Act (OBBBA). From sunsetting the TCJA provisions to introducing new deduction limits, credits, and savings vehicles, these reforms are wide-reaching." | 3 |
| Individual Tax Fundamentals - Tax Staff Essentials Tax professionals can enhance their practice by studying tax-saving strategies for individual clients. | 13.5 |
| Intermediate Individual Taxation - Tax Staff Essentials Tax tips and tax strategies to help guide your new and existing individual clients. | 15 |
| International Tax Foundation An easy-to-understand overview of essential international tax topics. | 3 |
| International Tax Transactions I Putting corporate reorganizations, liquidations, and stock acquisitions in an international context. | 2 |
| International Tax Transactions II Exploring non-recognition transaction rules and the impact of Section 367 on inbound and outbound transactions. | 2.5 |
| International Tax Update The program will highlight the expanded surtax on certain foreign payments, the interaction of OBBBA provisions with the Base-Erosion and Anti-Abuse Tax (BEAT), and the compliance impact on U.S. companies with foreign shareholders. Attendees will learn how these reforms alter planning for corporations, partnerships, trusts, and exempt organizations with international exposure. | 1 |
| International Taxation - Tax Staff Essentials An all-new U.S. international taxation basics course to introduce you to, or refresh you on, essential topics and concepts in this tax subspecialty. | 5 |
| International Taxation: Inbound Transactions An examples-based discussion of key concepts, including effectively connected income, branch profits tax (BPT), branch-level interest tax, Form 1120-F, and more. | 6 |
| International Taxation: Outbound Transactions The tax implications of a U.S. company’s investment outside the country. | 5.5 |
| International Taxation: Overview and General Rules of U.S. International Taxation - Tax Staff Essentials The perfect place to start your education in U.S. international taxation, with easy-to-understand explanations of complex topics in this tax subspecialty. | 1 |
| Introduction to Form 990: Not-for-Profit Tax Compliance You’ll learn to identify basic issues related to filing Form 990 for tax-exempt not-for-profit entities (NFPs). | 2 |
| Introduction to U.S. Outbound and Inbound Transactions An overview of effectively connected income, sourcing income, the branch profits tax, the Foreign Investment in Real Property Act, and more. | 6.5 |
| Maintaining Tax Exemption: Not-for-Profit Tax Compliance The organizational and operational requirements to establish and maintain tax exemption, and activities and transactions that NFPs should limit or avoid, are addressed through interactive scenarios. | 2 |
| Multistate Taxation - Tax Staff Essentials Do you know where your clients’ businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals. | 10.5 |
| Overview of Foreign Tax Credit A comprehensive education of the popular tax credit, including its computation, limitations, and complexities. | 6 |
| Planning for the Sunset of the TCJA The Tax Cuts and Jobs Act (TCJA) introduced sweeping changes to individual and business taxation, but many provisions are set to expire after 2025. This course provides a detailed overview of the upcoming sunset provisions and their implications for taxpayers. Attendees will explore key changes to marginal tax rates, the Child Tax Credit, SALT deductions, bonus depreciation, estate and gift tax exemptions, and the Qualified Business Income (QBI) deduction. Gain practical strategies to help clients maximize opportunities under the current rules and prepare for the return of pre-TCJA tax structures. With a focus on planning and compliance, this course equips CPAs, EAs, and other tax professionals with the tools needed to navigate the sunset provisions and guide their clients effectively. | 2 |
| Private Foundations: Not-for-Profit Tax Compliance You’ll learn to identify basic issues related to tax compliance for private foundations. | 1 |
| Reviewing Individual Tax Returns: What Are You Missing? Strategies to help return reviewers quickly identify common errors that practitioners make on individual tax returns. | 5 |
| Reviewing Partnership Tax Returns: What Are You Missing? Strategies to help reviewers catch errors in partnership and LLC tax returns before they are submitted. | 5 |
| Reviewing S Corporation Tax Returns: What Are You Missing? A case-based approach to learning about the common errors practitioners make on S corporation tax returns. | 5 |
| S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials Tax planning strategies for new businesses considering electing S corporation status, and the pros and cons of switching from a C corporation to an S corporation. | 11 |
| Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials A beginner's guide or a refresher on the essential elements of partnership and LLC taxation. | 11.5 |
| Tax Planning for Small Businesses - Tax Staff Essentials Modern planning ideas and tax-saving strategies to help guide your small business clients. | 6.5 |
| Tax-Exempt Status: Not-for-Profit Tax Compliance You’ll learn about basic tax and compliance requirements that apply to tax-exempt, not-for-profit entities. | 2.5 |
| Taxation of Corporations - Tax Staff Essentials The ins and outs, pros and cons, and dos and don’ts of corporate taxation. | 11 |
| Taxation of Income Earned by Foreign Subsidiaries Covering the definition of a U.S. shareholder and controlled foreign corporation (CFC) status in the context of international taxation. | 7 |
| Taxation of Property Transactions - Tax Staff Essentials Professionals learn about business property-related timing issues and planning opportunities that can lead to tax savings. | 5.5 |
| U.S. Tax Treaties An overview of the U.S. tax treaty definitions and their impact on permanent establishment, business profits, tax residency, hybrid entities and more. | 4 |
| U.S. Transfer Pricing and Global BEPS Exploring the tax implications of cross-border transfers between related parties. | 3.5 |
| Unrelated Business Income Tax (UBIT) Case Studies: Not-for-Profit Tax Compliance Commonly applied exceptions and exclusions to unrelated business income (UBI) can reduce an organization’s tax liability. Using real-world examples, you’ll analyze common UBI generating activities. | 1.5 |
| Unrelated Business Income Tax: Not-for-Profit Tax Compliance You’ll learn to identify basic tax and compliance issues related to unrelated business income taxes of tax-exempt, not-for-profit entities. | 1.5 |