CPE Catalog & Events

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. CITP exam preparation Get a leg up on CITP exam preparation by learning essential skills and competencies from the business intelligence, data management & analytics module (Module II) of the CITP Credential Body of Knowledge, which accounts for 20% of the subject matter covered on the CITP exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out two additional modules. CITP Learning Pathway: Information Security & Cyber Risks (Module I), which emphasizes Information security governance Cybersecurity risk management SOC for Cybersecurity IT Governance Risks & Controls (Module III), which emphasizes IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting To build essential competencies in all three modules of the CITP Credential Body of Knowledge, check out the CITP Learning Pathway Bundle, which covers the comprehensive CITP Credential Body of Knowledge. As a bonus, the bundle includes a complimentary CITP Credential Exam! Disclaimer: These courses have been bundled to cover the CITP Credential Body of Knowledge. This bundled learning includes education that has been extracted from existing AICPA learning products. As such, the module references in their titles are specific to the original learning product and does not reflect the order in this bunded learning product.

Defend against cybersecurity risks Develop a robust strategy to assess cyber risk, detect threats, and plan for recovery in the event of a breach in your business. Meet your professional cybersecurity goals at your own pace, at times convenient to you, through engaging, online explanations of information security and cyber risk 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 Information security governance Cybersecurity risk management SOC for Cybersecurity 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 - though note that this bonus material is strictly for your enhancement and does not provide CPE credit. CITP Exam prep Get a leg up on CITP Exam preparation by learning essential skills and competencies in the areas of information security and cyber risk (Module I) of the CITP Credential Body of Knowledge, which accounts for 40% of the subject matter covered on the CITP Exam. If you are interested in additional education specific to the CITP Credential Body of Knowledge, check out IT Governance Risks & Controls (Module III), which emphasizes: IT governance & strategy IT risks, process & controls System and Organization Controls (SOC) Reporting

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.

The communication program for the leader in all of us. Listen actively Cultivate your ability to communicate with your team and clients clearly and at the right time through flexible, adaptable learning that fits your schedule. Learn along with an AI robot to recognize spoken and unspoken cues in a conversation about a common business problem and gain an understanding of listening styles - passive, competitive, selective, and active. Understand deeply Harnessing the power of edutainment, reinforce your understanding with analytical interactions that bridge what you see and hear to your new understanding. Behavioral science connects your intellectual intelligence and your emotions as you engage in active, focused listening throughout the course. Learn to suspend judgment and listen with intention to understand others' points of view, motivations, thoughts, and expectations. Think powerfully Employ your new core skill to unlock additional competency in management, critical thinking, and problem-solving for you and your teams. Understand how active listening can bridge the communications gap in your organization to maximize efficiency, reduce conflict, retain talent, and increase profits. Discover your inner leader and harness the power of effective communication through CQ Originals, a learning program owned and produced by BoxMedia. This course meets CPD requirements for the following organizations: CPA Australia, Chartered Accountants Australia and New Zealand, ASAE: The Center for Association Leadership, International Foundation of Employee Benefit Plans, Bar Standards Board, Institute of Management Consultants (IMCUSA), Association for Supply Chain Management (ASCM), and Chartered Institute of Procurement and Supply (CIPS).

Think critically, act decisively, live confidently Enhance the effectiveness of both your company and team by developing critical thinking skills that allow you to identify, analyze and solve problems systematically and effectively, improving your leadership, coordination, planning, and decision-making skills. Analyze your thoughts Develop the ability to analyze your thoughts and the information you receive through observation, experience, reasoning, and communication with yourself and others. Strengthen your leadership mindset to develop your own point of view while recognizing biases and limits. Identify the steps required to effectively solve problems and develop efficient strategies. Improve and support your reasoning Allow behavioral science to guide you through the different steps of critical thinking to help you listen with focus, gather, and analyze information to achieve your goals. Make effective decisions Learn how to question and evaluate evidence presented to you, examine problems from different perspectives, make correct inferences, and assess probabilities, all while recognizing your cognitive biases. Explore how to improve your communication by effectively structuring your arguments and refining your decision-making process. A new way to learn Harness the power of edutainment as you dive into an entertaining learning experience that uses animation, videos, storytelling, and real-world examples that makes learning engaging, relatable, and interactive - and, perhaps most important, easy to retain and apply in your everyday life. Expand your human intelligence skills and explore CQ Originals: Active Listening. This course provides 1 hour of CPE credit in the Communications and Marketing field of study.

How to approach a negotiation Learn the different approaches to negotiation and how to use them to find solutions that can satisfy both parties and establish positive long-term relationships. Understand how, in many negotiation situations, it appears that the only possibility is that a gain on one side will result in a loss on the other. Learn instead how to generate additional value by implementing an integrative approach aimed at expanding the available resources, rather than dividing them, so that the negotiation's outcome will satisfy all parties. Phases of the negotiation process Explore the different steps of the negotiation process and learn how to apply them effectively. Set goals and limits Prepare for success by setting objectives and identifying ideal results for each specific negotiation scenario and how to establish your bottom line. Manage conflict constructively Improve your conflict prevention, management, and resolution techniques so that you can handle even the most complex situations, learning how to turn conflict into an opportunity for productive confrontation. Reach a mutually beneficial outcome Explore the different possibilities for solving the problem and reaching a positive outcome for all parties. Strengthen your communication, cooperation, and bargaining skills to maximize the effectiveness of the negotiation process. A new way to learn Harness the power of edutainment as you dive into an entertaining learning experience that uses animation, videos, storytelling, and real-world examples that makes learning engaging, relatable, and interactive - and, perhaps most important, easy to retain and apply in your everyday life. Expand your human intelligence skills and explore CQ Originals: Active Listening and CQ Originals: Critical Thinking. This course provides 1 hour of CPE credit in the Communications and Marketing field of study.

Thank you for your interest in the Certified in the Valuation of Financial Instruments (CVFIr) credential and the corresponding body of knowledge. Your dedication and commitment to your career are clear, and we are committed to bringing you the best learning experience possible. We are currently revising the online platform to offer you a refreshed learning experience with a new look. Some subject areas - financial reporting standards, corporate governance, market regulation and more - will be transformed with motion graphics, videos, pop-out exercises and increased opportunities for interactivity. But don't let that stop you. Get started now with other sections of the body of knowledge, and we'll notify you when the affected portions are back online in the spring. Consistently and transparently value securities. To help valuation professionals better convey the contents of financial instrument valuations and demonstrate a high level of dedication to approaching the valuation of derivatives, structured products, securitized debt, and other instruments, the AICPA created the Certified in the Valuation of Financial InstrumentsT (CVFIT) credential. The CVFI credential provides everyone in the valuation chain a more consistent and transparent method for substantiating what goes into complex calculations when valuing securities. Earn the CVFI credential. The CVFI credential is designed for CPAs and valuation professionals who want to demonstrate a high level of dedication to approaching the valuation of: derivatives, structured products, securitized debt, and other instruments. Differentiate yourself with the CVFI credential to show your skill and confidence in performing fair value measurements. Complete the CVFI learning pathway. This program bundle includes the required learning and exam for CPAs and valuation professionals engaged in the financial instruments valuation profession to achieve the CVFI credential. Led by industry experts, the required online education includes a series of courses that cover the CVFI body of knowledge and the Financial Instruments Performance Framework (FIPF). Learning includes valuation-focused topics on accounting standards, audit considerations, current expected credit losses, and risk. Important note: For CPAs, the Professional Ethics for non-CPA Associate AICPA Members and AICPA Valuation and Consulting Standards courses within this bundle are not required to be completed. All valuation professionals who do not hold a CPA license will need to complete all courses in the program.

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. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

Understand capital market fundamentals Focus on a comprehensive overview of equity finance and debt finance content. Learn about how equity finance can be raised through a stock market and how the debt market facilitates the trading. Gain practical knowledge about the procedures of issuing shares and the ways in which a company can borrow from a bank. Understand decision-making process by focussing on the appropriate financing method to remain a long-term, viable going concern. Create a better understanding of how the capital markets are structured and which financing source may be best suited for your company. Acquire new skills to demonstrate your proficiency Characters and sources of debt finance Capital markets and their functions Advantages and disadvantages of equity finance Methods of issuing shares and IPO process Difference between bond and bank borrowing Gain practical experience Use case studies and scenarios to evaluate business performance and get a deeper understanding of various ways to improve the business performance and align with organisational goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Valuable tools in perpetuity Gain the skills used by the finance function for project appraisal, investments analysis, and capital planning. See use cases on finding the relevant costs and benefits for a potential capital investment project. Learn new topics to demonstrate proficiency. Annuities Appraisal techniques Cash flows Put theory into practice. Real-world exercises will give you the confidence in applying investment decisions while considering all company objectives. Some capital investment projects continue over a significant number of years or may even have cash flows that occur indefinitely. This course will provide you with the tools to evaluate all options for continued growth and success. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.. How do I treat a property transaction? This course will help you answer this question by focusing on understanding capitalized costs and depreciation and learning about the IRS cost and repair regulations dealing with property transactions so you can help your clients gain significant tax savings. Tax professionals will also learn about the rules for depreciation, amortization, like-kind exchanges, involuntary conversions, business property sales, and important property-related timing issues and planning opportunities. Course materials include the latest legislation, including the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law, as well as the technical correction issued in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This course provides CPE credit in the Tax field of study.

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program. To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software. In this audiovisual CPE course, Tom Tillery covers: The time value of money Cash management strategies The creation of the personal financial planning client's spending plan Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.

Evolve through change Change, just like any activity, whether it is incremental or transformational, needs management and proper leadership. Change process models provide a simple, linear expression of the stages of the change process. This course looks at how culture can have an influence on what we should be changing, as well as how we go about making changes. Acquiring new skills to demonstrate your proficiency Change management process Leadership styles and charge roles Force field analysis Strength through core competencies Learn to successfully drive changes to your organisation to strengthen its position. The practical hands-on exercise uses real-world examples to enable you to drive business success. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. As the personal financial planner, you must have a clear understanding of the terminology associated with charitable giving and a broad knowledge of the charity "industry" to educate your clients and help them fulfill their altruistic desires while, at the same time, making tax? and estate-wise decisions. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers: Charitable transfers Charitable trusts Charitable planning vehicles applicable to estate and gift planning This course also covers IRC Section 170, which allows for a deduction from income for any qualified charitable contribution made within the taxable year. This section of the IRC, as well as its enforcement, has become the genesis for an entire industry. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

More firms are expanding their client advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Accounting professionals are looking to add competencies in: Workflow analysis and design Effective consultative client interactions How to stay abreast of emerging technologies Successfully onboarding clients Performing impactful client assessments CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct learning modules on these topics. Upon completion, you will have core competencies in fundamental client accounting service deliverables. What this certificate includes CAS Certificate Program is a combination of live workshop training and self-study courses. Already completed the workshop? Choose the self-study course to complete your certificate.* *Upon completion of both the CPA.com CAS Roadmap workshop and the CAS Self-Study course within a two-year period, you will be awarded with a certificate. The CAS Certificate is issued in the form of a digital badge to be proudly displayed anywhere on the internet-a personal blog, a social network like LinkedIn, Facebook, Twitter, a biographical page on a company website, or an online resume. Goals for this section of Self-Study modules Understand what is driving this opportunity and clarifying what CAS is. Develop the skills you need to stay aware of emerging technology. Learn about SSARS21 Section 70 and its impact on client engagement. Learn how to do workflow analysis and documenting the CAS process for clients. Develop the techniques to effectively communicate and consult with your clients. Learn the core techniques to perform a successful client assessment. Build a successful on-boarding plan to ensure a smooth transition as you adjust your clients' processes. Measure results with key performance indicators and critical success factors. New to CAS For practitioners wanting to earn the CAS Certificate and have not taken the Client Accounting Advisory Services Roadmap Workshop, you need to sign up for the Workshop first, then the self-study bundle. Workshop + Self-study courses = $1,395 Workshop + $595 Self-study courses Workshop are held throughout the year. See all available workshop dates here. CAS Workshop Alumni For those practitioners that have taken the Client Advisory Services Roadmap Workshop, you only need to sign up for the self-study bundle of courses to earn the certificate. Self-Study Only: $595 Upon course completion, you will be awarded with a certificate in the form of a digital badge to be proudly displayed anywhere on the internet-a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume. What others are saying about the CAS Certificate? "The Client Accounting Advisory Services certificate is an excellent self-study course. It effectively covers the best practices for delivering CAS to clients. The certificate gives you confidence and the creditability to help lead your firm in developing a profitable CAS practice. I highly recommend the CAS Workshop and Certificate." -- William Barefoot, CPA, CGMA | Webster Rogers LLP "I found that the exchange of ideas and information between practitioners with a variety of backgrounds and experiences made the workshop as valuable for me as an established CAS practitioner as it was for those new to the field." -- David Ligotti | Oakwood Business Services CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org Additional questions about this workshop? Email workshops@hq.cpa.com.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. Owners of closely held businesses have unique estate planning considerations that should be addressed by the personal financial planner. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers planning strategies and documents related to closely held business estate planning issues. This course features specialized knowledge areas including: Special use valuations for real property used in a farm or closely held business Family succession planning Business continuation agreements Buy-sell agreements This course also covers continuation agreements to prevent familial disputes and to ensure continuity of the business. Many continuation agreements contain provisions for the orderly transfer of ownership interests at disability, retirement, or death. As the personal financial planner, you should have a working knowledge of these agreements, so you can provide reasoned recommendations to your clients. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

This self-study online course is part of the Human Intelligence Series. 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.

Fraud in the workplace is not new, however, statistics show that the number of instances of internally actuated fraud schemes is increasing. Additionally, because of all the changes that have come about due to recent upheaval, fraud risk is at an all-time high. This session starts by reviewing the many reasons that fraud occurs; it then looks at ways to detect internal fraud and finally explores control measures that can help to reduce fraud risk. Those that take the class will learn just how invasive and damaging internal fraud can be. They will also know ways to detect and thwart fraudulent activity.

Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.