Financial Analysis Fundamentals

Learn to perform professional level financial analysis of a company. This course teaching how to analyze the: - income statement - balance sheet - cash flow statement It also teaches important ratios and metrics to evaluate the health of a business. This course is designed for beginner to intermediate accounting and finance professionals. Click on the activity to learn more!
Corporate Finance Institute

Excel Crash Course - Spreadsheet Formulas Tutoria

Course Description Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user. This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels - from beginner to advanced users. Build a strong foundation in Excel for careers in: Investment banking Private equity Corporate development Equity research Financial Planning & Analysis (FP&A) Learn industry leading...
Corporate Finance Institute

Real Estate Financial Modeling

Build a dynamic Real Estate Financial Model to evaluate the investment return profile of a development project in Excel. This course is designed for real estate development professionals, lending / banking analysts, surveyors, and anyone interested in mastering the art of building a real estate development models from scratch.
Corporate Finance Institute

Wills, Estate Administration, and Trusts

Learning Objectives After completing this course, you will be able to: Answer technical questions on wills Answer technical questions on intestate succession Answer technical questions on estate administration Answer technical questions on trusts Allocate receipts and disbursements of a trust or estate between principal and income Course Topics Wills Intestate Succession Estate Administration Trusts Allocation between Principal and Income This self-study course consists of an A...
Gleim Accounting

Mortgages

Learning Objectives After completing this course, you will be able to Answer technical questions on the types of mortgages Answer technical questions on the purpose and effect of recording a mortgage Answer technical questions on default and foreclosure procedures Answer technical questions on the transfer of mortgaged real property Course Topics The Mortgage Device Forms and Elements of a Mortgage Types of Mortgages Recording a Mortgage Default and Foreclosure Transfer of Mortg...
Gleim Accounting

Leases

Learning Objectives After completing this course, you will be able to Explain the basic concepts of the landlord and tenant relationship Identify the landlord’s and the tenant’s rights and duties Explain assignments and subleases Course Topics Landlord and Tenant: Basic Concepts Landlord’s Rights and Duties Tenant’s Rights and Duties Assignments and Subleases This self-study course consists of an Audiovisual presentation, a 10-question True/False Introductory quiz, a Knowl...
Gleim Accounting

Contracts: Elements

Learning Objectives After completing this course, you will be able to Identify the requirements of an offer Identify the requirements of acceptance Recognize the basic elements of, and substitutes for, consideration Identify the capacity to contract Recognize the legality element of a contract Answer technical questions on contract interpretation and the parol evidence rule Course Topics Nature and Classification of Contracts Mutual Assent (Offer and Acceptance) Consideration Ca...
Gleim Accounting

Bankruptcy

Learning Objectives After completing this course, you will be able to Answer questions about bankruptcy and its key provisions Identify the key features of Chapter 7 liquidations Identify the key features of Chapter 11 reorganizations Course Topics Overview Administration Creditors, Debtors, and the Estate Liquidations Reorganizations Adjustment of an Individual’s Debts Alternatives to Bankruptcy This self-study course consists of an Audiovisual presentation, a 20-question Tr...
Gleim Accounting

Accountants’ Legal Responsibilities and Quality Control

Learning Objectives After completing this course, you will be able to Identify a CPA’s responsibilities under state law Recognize a CPA’s responsibilities under federal law Apply Statements on Quality Control Standards Explain a tax preparer’s responsibilities Apply Statements on Standards for Tax Services Course Topics Responsibilities under State Law Responsibilities under Federal Law Quality Control Tax Preparer’s Responsibilities Standards for Tax Services This self...
Gleim Accounting

Payment Processing Considerations to Comply with IRS and PCI-DSS Regulations & Policies (Video)

This 1 hour pre-recorded webinar will focus on the credit card and payment processing industry. It discusses an overview of the industry, IRS forms and filings related to payment processing methods (IRS section 6050W and form 1099-K), Payment Card Industry – Data Security Standards (PCI-DSS), the Durbin Amendment to the Dodd-Frank Act, and other industry issues. These issues are of primary interest to CPAs and tax professionals. Updated as of January 28, 2012.
CPEthink.com

The Professional Financial Consultant: Commercial, SBA, Real Estate, and Venture Capital Financing

This course is designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of businesses. The course focuses on the basic principles, concepts, terminology and ins...
CPEthink.com

Personal Financial Planning for Accountants

A comprehensive course on personal finance. What is more important to the "average person”' than personal financial planning and money management? This course teaches you all the major areas in personal financial planning—planning your personal finances, managing your personal finances, making your purchase decisions, insuring your resources, investing tour financial resources, and controlling your financial future. Topics covered include time value calculations, budgeting, career planning...
CPEthink.com

Financial Planning Basics for Individuals

This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individuals implementation of the financial planning process,...
CPEthink.com

Financial Markets: A Comprehensive Overview

Financial markets represent the lifeblood of our global economy. These mechanisms promote greater economic efficiency by transferring funds from individuals, businesses and governments with an excess of available funds to those with a shortage. Funds are transferred in the financial markets through the purchase and sale of financial instruments (such as stocks and bonds). Short-term financial instruments are available in money markets, while longer-term financial instruments are purchased and ...
CPEthink.com

Exchange Traded Funds

This course looks at ETFs, securities designed to replicate the performance of a stock or bond index (e.g., S&P 500 Index or Lehman Brothers 20+ Year Treasury Index.) It covers the manner in which ETFs are created and offered to investors. It looks at the key features of ETFs and how they stack up to comparable products, such as index mutual funds, including such areas as tax advantages. The course features some of the biggest, as well as most popular ETF offerings and the companies that offer...
CPEthink.com

Courtesy Bootcamp (Video)

First and foremost, common courtesy is becoming a loss and it costs businesses up to thirty percent of what their annual revenue could be. Public Speaker, Edutainer, Civility Engineer, Anthonette Klinkerman and her Courtesy Bootcamp ™ is just what you want at your next event to provide a crash course in courtesy for your -people development- needs.
CPEthink.com

Applied Operations Management: Manufacturing and Services

This course teaches you how to manage operations and productive systems. Operations management involves the planning, coordinating, and executing of all activities that create goods or services. You will gain a working knowledge of methods for designing operational functions, systems and processes; will learn to apply strategic and operational decisions in improving processes for delivering goods and services to customers; and will learn to apply tools to achieve competitive in both manufactur...
CPEthink.com

Adding Financial Planning to Your CPA Practice

This course covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the CPAs implementation of the financial planning process from the data gathering throug...
CPEthink.com

A Complete Guide to Investing (Fundamentals of Investments)

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

IFRS How to Account for & Present Interests in Other Entities other than Subsidiaries (IFRS 11, 12 & IAS 28), Pt 2

In this second part you will review how the continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and reporting for Interest in Other Entities Other Than Subsidiaries. Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Recognize the objective and scope of IFRS 11 Joint Arrangements, IFRS 12 Disclosure of Inte...
Becker Professional Education

IFRS How to Account for & Present Interests in OE other than Subsidiaries (IFRS 11, 12 and IAS 28), Pt 1

The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and reporting for Interest in Other Entities other than Subsidiaries. Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Recognize the types interests in entities other than subsidiaries and the methods used to account for such interests. Recognize th...
Becker Professional Education

IFRS Accounting and Reporting Insurance Contracts (IFRS 4)

The continued globalization of financial accounting standards has significantly altered the landscape surrounding the accounting and presentation of Insurance Contracts (IFRS 4). Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Recognize the objective, scope, and definitions of Insurance Contracts under IFRS 4 Recognize and apply the principles utilized to recognize and measu...
Becker Professional Education

IFRS Accounting & Reporting Financial Instruments (IFRS 9)

The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and presentation of Financial Instruments (IFRS 9). Compliance requires a sound understanding of theoretical knowledge supported by relevant hands-on experience. At the conclusion of this session you will be able to: Define the objective and scope of Financial Instruments under IFRS 9 Identify the definitions utilized in IFRS 9 Name and recognize the Financial I...
Becker Professional Education

Foundations of Business Combinations and Noncontrolling Interests

With practical examples, a clear presentation of facts, and review of relevant definitions, participants will familiarize themselves with the critical background, context, and tools to understand the issues and changes related to business combinations and noncontrolling interests in consolidated financial statements. After completing this session, you will be able to: List the scope and exceptions under business combinations (ASC 805) Define, compare, contrast, and apply the following conc...
Becker Professional Education

Foreign Currency Accounting (ASC 830)

Through practical exercises and examples that lay the foundation for real-world familiarity and success, participants will learn how to determine functional currency while gaining a thorough understanding of Foreign Currency Accounting (ASC 830), including its objectives, purpose, disclosure requirements and critical definitions. After completing this session you will be able to: Recognize the measurement methods and current cost determination, and the classification of the balance sheet in...
Becker Professional Education

First-time Adoption of International Financial Reporting Standards (IFRS 1)

The adoption of IFRS for the first time can be cumbersome and complex for an organization. Participants will gain an understanding of the definition and scope of IFRS 1 and receive practical guidance on its implementation within their organization. At the conclusion of this session, you will be able to: Recognize the scope and objective of the First-time Adoption of IFRSs (IFRS 1). Recognize the recognition and measurement principles utilized under IFRS 1, including the transactions includ...
Becker Professional Education

Financial Statement Disclosures under IFRSs: What You Need to Know

This session will focus on the financial statement disclosures required under the International Accounting Standards. You will specifically learn about the disclosure requirements for Accounting Policies, Changes in Accounting Estimates and Errors, Events after the Reporting Period, Related Party Disclosures, Earning Per Share, Interim Financial Reporting and Operating Segments. At the conclusion of this session you will be able to: Recognize the treatment (e.g., Prior Period Adjustment) of...
Becker Professional Education

Disclosure & Sustainability Reporting: An SEC Overview

By exploring definitions, applications, and real-life case studies and examples - including Trump Hotels and Casinos, Nike, McDonald's, and Starbucks - participants will learn how to navigate through two important SEC regulations and gain practical insight into sustainability reporting. At the conclusion of this session you will be able to: Recognize the regulations concerned with Fair Disclosure Regulation G: Recognize the general rules regarding the Disclosure of Non-GAAP Financial Meas...
Becker Professional Education

Cracking the Codification: U.S. GAAP Research Made Easy

The FASB Accounting Standards Codification is not only a first step in organizing U.S. accounting standards for possible convergence with IFRS, but it also has simplified the ability to research related issues. This course will provide a practical overview of the Codification. At the conclusion of this session, you will be able to: Define the purpose for the Codification Project Identify how the Codification content is structured Apply knowledge of the Codification to research accounting ...
Becker Professional Education

Consolidation/Business Combinations & Noncontrolling Interests in Consolidated Financial Statements (ASC 805 & ASC 810/SFAS 141-R & 160)

With practical examples, a clear presentation of facts and review of relevant definitions, participants will familiarize themselves with the critical background, context and tools to understand the issues and changes related to business combinations and non-controlling interests in consolidated financial statements. After completing this session you will be able to: Identify the scope, exceptions and effective date of Business Combinations (ASC 805/SFAS 141-R) Apply the accounting requirem...
Becker Professional Education

Bankruptcy How to Effectively Addr. Fin. Rptg. Iss. & Bankruptcy Code Provisions Pt 2

The second of a two-part series exploring Chapter 11 bankruptcy will help participants obtain a more fully formed understanding of this complex yet increasingly common business phenomenon. At the conclusion of this session you will be able to: Identify the provisions of ASC 852-10 that govern the preparation of financial statements by entities in reorganization under the Bankruptcy Code Identify the provisions of ASC 852-10 that related to the "fresh-start" approach that may be used by ent...
Becker Professional Education

Bankruptcy How to Effectively Addr. Fin. Rptg. Iss. & Bankruptcy Code Provisions Pt 1

In the first of a two-part course, participants will receive a foundational understanding of the bankruptcy process and the critical issues facing corporations entering Chapter 11 bankruptcy. At the conclusion of this session you will be able to: List the chapters of the Bankruptcy code Recognize the most common types of bankruptcy filings Identify the types of bankruptcy filings most relevant to corporations Recognize the top 10 U.S. bankruptcy cases Identify the following concepts: P...
Becker Professional Education

Accounting for Liabilities under IFRS: What You Need to Know about Leases (IAS 17)

From theory to field application, this course provides the relevant background, context and tools to apply IAS 17 Leases under International Financial Reporting Standards. Understand key issues and the most recent amendments to the standard, and gain the practical experience that will help you to accurately and efficiently apply these standards within your organization. At the conclusion of this session you will be able to: Recognize the scope and objectives of Leases under International Ac...
Becker Professional Education

Accounting for Liabilities under IFRS What You Need to Know about Share-based Payment (IFRS 2)

Enhance your theoretical knowledge and acquire the hands-on experience that will allow you to navigate the complexities surrounding International Financial Reporting Standards IFRS 2 (Share-based Payment). At the conclusion of this session you will be able to: Recognize the objective and scope of Share-based Payment under IFRS 2 Define and recognize the terms utilized in IFRS 2 Identify the recognition principles for Share-based Payment Recognize the principles used to recognize and meas...
Becker Professional Education

Accounting for Liab. under IFRS: What You Need to Know about Provisions, Cont. Liab. & Assets IAS 37

From theory to field application, this course provides the relevant background, context and tools to apply IAS 37 - Provisions, Contingent Liabilities and Contingent Assets under International Financial Reporting Standards. Understand key issues and the most recent amendments to the standard, and gain the practical experience that will help to you accurately and efficiently apply these standards within your organization. At the conclusion of this session, you will be able to: Recognize the ...
Becker Professional Education

Accounting for Liab. under IFRS: What You Need to Know about Income Taxes (IAS 12)

The continued globalization of accounting financial standards has significantly altered the landscape surrounding the accounting and presentation of Income Taxes (IAS 12). This is a standard that has seen amendments in recent years, ushering in new levels of complexity that demand theoretical knowledge along with practical hands-on experience. At the conclusion of this session you will be able to: Define the scope of Income Taxes under International Accounting Standards (IAS 12). List the ...
Becker Professional Education

Accounting for Liab. under IFRS: What You Need to Know about Employee Benefits (IAS 19)

Enhance your theoretical knowledge and acquire the hands-on experience that will allow you to navigate the complexities surrounding International Financial Reporting Standards IAS 19 (Employee Benefits). At the conclusion of this session you will be able to: Define the objectives and scope of Employee Benefits under IAS 19 Recognize the specified meanings of terms given and used in IAS 19 for each particular definition category Identify the different forms of Short-Term Employee Benefits ...
Becker Professional Education

Accounting for Leases & Asset Retirement Obligations ASC 840 (SFAS 13)/ASC 410 (SFAS 143)

Participants will study critical definitions and work through relevant examples to obtain the experience and skills required to meet the ever-changing and complex requirements of Accounting for Leases (ASC 840/SFAS 13) and Asset Retirement Obligations (ASC 410/SFAS 143) as they relate both to lessors and lessees. After completing this session you will be able to: Recognize, define, and apply the principles utilized to account for operating and capital leases Define the accounting principle...
Becker Professional Education

Accounting for Derivative Financial Instruments & Hedging Activities (ASC 815/SFAS 133 & SFAS149)

Using relevant examples and illustrations, participants will explore the specifics of ASC 815 and how the revised standards differ from previous guidance. Review the hedging activities and derivative instruments available today, and separate myth from reality as you gain the knowledge and hands-on experience that can ensure compliance. After completing this session you will be able to: Identify the risks that corporations face Apply the key accounting principles followed under ASC 815 App...
Becker Professional Education

Accounting for Deferred Income Taxes & Uncertain Tax Positions (ASC 740/SFAS 109 & FIN 48)

Gain the foundational knowledge and critical strategies that will allow you to successfully address intraperiod and interperiod tax allocation and the other relevant issues surrounding Accounting for Deferred Income Taxes & Uncertain Tax Positions. After completing this session you will be able to: Define Interperiod Tax Allocation Define Permanent and Temporary differences and apply the proper tax determination procedures Apply the proper accounting for Operating Losses Apply the rules ...
Becker Professional Education

Accounting for Consolidations: What You Need to Know about Cost, Equity & Acquisition Methods, Pt. 2

In the second of a two-part course, we focus on the preparation of consolidated financial statements. With a thorough rundown of the rules, case studies and detailed worksheets, you'll be prepared to account for a range of consolidation scenarios. At the conclusion of this session you will be able to: Recognize the characteristics of acquisition method business combinations Recognize the accounts that are eliminated and recognized when applying the acquisition method and how to prepare the...
Becker Professional Education

Accounting for Consolidations What You Need to Know about Cost, Equity and Acquisition Methods, Part 1

In this first of a two-part course, we provide the rules and best practices for consolidating financial statements. In this session you will explore Marketable Securities and the Cost and Equity Methods of accounting for investments and consolidations. At the conclusion of this session you will be able to: Recognize the types of marketable securities, their classification and the impact they have on an entitys financial statements Recognize the purpose and characteristics of consolidated f...
Becker Professional Education

Accounting for Assets under IFRS: What You Need to Know about PP&E & Investment Property IAS 16 & 40

Preparing Financial Statements in accordance with International Financial Reporting Standards requires accurate and up-to-date theoretical knowledge along with practical and thorough hands-on experience. At the conclusion of this session you will be able to: Recognize the scope and objectives of International Accounting Standard 16 (IAS 16) Define the terms used in IAS 16 Identify the rules followed to determine how and when to recognize Property, Plant and Equipment under IAS 16 Recogni...
Becker Professional Education

Accounting for Assets under IFRS: What You Need to Know about NC Assets Held for Sale/DO (IFRS 5)

Rapid and important changes are underway in the accounting world. Obtain critical working knowledge on the treatment of Non-current Assets Held for Sale and Discontinued Operations under International Financial Reporting Standards. This course will blend theory and practical hands-on experience to enable the effective application of IFRS 5. At the conclusion of this session you will be able to: Recognize the scope of Non-current Assets Held for Sale and Discontinued Operations under Interna...
Becker Professional Education

Accounting for Assets under IFRS: What You Need to Know about Inventories & Borrowing Costs IAS 2 & 23

Obtain a relevant historical perspective, deepen your understanding of current standards, and acquire the critical hands-on experience that will allow you to effectively interpret and properly apply International Financial Reporting Standards for Inventory and Borrowing Costs (IAS 2 and 23). At the conclusion of this session you will be able to: Recognize the scope and objectives of International Accounting Standard 2 (IAS 2) Define the terms used in IAS 2 Recognize the methodologies util...
Becker Professional Education

Accounting for Assets under IFRS: What You Need to Know about Intangible Assets (IAS 38)

Obtain not only just theoretical knowledge, but also relevant background experience and practical working knowledge of Intangible Assets within International Accounting Standards (IAS 38). Enhance your ability to properly, effectively and easily apply IAS 38 to financial statements in accordance with International Financial Reporting Standards (IFRSs). At the conclusion of this session, you will be able to: Identify the scope and objectives of Intangible Assets under IAS 38. Define the ter...
Becker Professional Education

Accounting for Assets under IFRS: What You Need to Know about Impairment of Assets (IAS 36)

The effective application of IAS 36 Impairment of Assets is critical to the appropriate preparation and presentation of financial statements under International Financial Reporting Standards. A blend of theory and practical hands-on experience will equip you for real-world applications of IAS 36. At the conclusion of this session you will be able to: Recognize the scope of Impairment of Assets under International Accounting Standard 36 (IAS 36) Define the terminology used in IAS 36 Recogn...
Becker Professional Education

Accounting & Reporting Changes in FE Rates & HE under IFRS IAS 21 & 29

Fluctuating foreign exchange rates in hyperinflationary economies pose difficult challenges and complexities when applying International Reporting Standards. Gain the knowledge and experience that will allow you to apply IAS 21 (The Effects of Changes in Foreign Exchange Rates) and IAS 29 (Financial Reporting in Hyperinflationary Economies) within your organization. At the conclusion of this session you will be able to: Define the terms utilized in IAS 21. Recognize and apply the principal...
Becker Professional Education

Compilation and Review Risk Alert

Upon successful completion of this program, the user should be able to: Discuss the compilation and review hierarchy Explain the current guidance related to engagement letters and where recurring issues arise Distinguish between an attest and an assurance engagement Explain review evidence and risk awareness.
Bisk CPEasy

Compilation and Review Alert Practice Issues

Upon successful completion of this program, the user should be able to: Discuss the authoritative guidance for accounting bases other than GAAP Discuss the appropriate note disclosures that need to be present when financial statements are prepared using an OCBOA Discuss the advantages to using an OCBOA Discuss the authoritative source of accounting guidance in the United States for nonissuers Discuss the consolidation requirements for variable interest entities
Bisk CPEasy

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