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Finance CPE

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Our Finance CPE courses are written by nationally known authors and prepared in accordance with NASBA standards for formal self-study education along with various State Boards of Accountancy. If you have any questions, please email us at information@cpecredit.com.

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Advanced Spreadsheet Techniques in Microsoft Excel - A/V

Instructor: Keith Jordan CPA

Credits: 2

Format: Online

Learn to create and use data vortices for analysis and summarization, and decision matrices to simplify complex formulas.

$39.95
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Behavioral Finance: Introduction and Insights

Instructor: Rob Stephens, CPA

Credits: 4

Format: Online

This course will lead you from foundational finance concepts to practical applications in both personal finance and business finance.

$59.95
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Better Budgeting

Instructor: Rob Stephens, CPA

Credits: 10

Format: Online

This course starts by outlining the benefits and challenges of budgeting. Throughout this course, The author will provide tips and alternative budget systems that can mitigate these challenges and capture more benefits.

$89.95
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Business Loan Basics

Instructor: Rob Stephens, CPA

Credits: 2

Format: Online

Business loans are a vital source of funding for cash flow management. The course begins with ratio analysis and cash flow projections to determine whether loan funding is needed.

$39.95
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Marginal Profitability Analysis

Instructor: Rob Stephens, CPA

Credits: 1

Format: Online

The course starts by defining marginal costs and marginal profits and then explains how to calculate marginal profitability.

$21.95
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Principles of Wealth Management

Instructor: Paul J Winn CLU ChFC

Credits: 9

Format: Online

Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness and the ever-increasing cost of higher education.

$99.00
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SBA Loans: Funding and Resources for Small Businesses

Instructor: Rob Stephens, CPA

Credits: 3

Format: Online

This course helps business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether U. S. Small Business Administration (SBA) loans are the right funding for the business.

$49.95
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The ROE Model and Firm Valuation

Instructor: Jamie Pratt

Credits: 2

Format: Online

In this course Professor Pratt demonstrates how properly managing the key determinants of return on equity (ROE) increases the value of the firm.

$39.95
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