CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Bankruptcy - Part 1 and Part 2
Available Until
Online
5.00 Credits
This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Bankruptcy can manifest in diverse ways, and forensic accountants can play distinct roles in bankruptcy engagements. The role can vary depending on the client. Forensic accountants need to know how to apply the specific laws and deadlines set by the bankruptcy court and IRS. Through narration by an industry subject matter expert and practical scenario exercises, this CPE course describes the types of bankruptcies and key reorganization concepts. Each module contextualizes bankruptcy, with financial projection, valuation, and insolvency factors. 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. Part 2 Apply key concepts related to financial projection and valuation issues encountered in bankruptcy cases. Identify and address insolvency indicators and risks. Recall and compare key reorganization concepts and their impact on an engagement.
Client Accounting Advisory Services Certificate
Available Until
Online
14.00 Credits
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.
Core Forensic Accounting Certificate
Available Until
Online
16.00 Credits
Existing and potential CFF candidates are directed to our news brief and on-demand webinar links to learn more about product replacements as the CFF Credential emerges anew with a Global Makeover in 2022! What awaits? Distinction. Pride. Opportunity. To excel in forensic accounting, you must have a solid understanding of core forensic accounting topics before developing skills in the specialized niche forensic accounting practice areas. Through narration by industry subject matter experts and application exercises, this certificate program covers the areas essential to the planning, performance and reporting for all forensic accounting engagements including evidence identification and gathering, discovery, interview techniques, deposition and testimony, reporting requirements and more. This certificate program was developed to assist you in customizing your professional development goals in one of the following ways: Acquiring new skills and earning a certificate in a growing practice area Learn new skills, enhance your existing competency or take a deep dive into this growing practice area. You'll gain new comprehension that will allow you to demonstrate your proficiency and stand out among your peers. Earn the certificate by completing the required learning and passing the Core Forensics Knowledge exam. Once you complete the Core Forensic Accounting Certificate, consider earning the Specialized Forensic Accounting Certificate. Beginning the pathway to completing the CFF Credential Use the certificate program as a more flexible way to earn your CFF Credential. The Core Forensic Accounting Certificate program covers topics found in the Content Specification Outline (CSO) for the CFF Credential exam. Successful completion of the Core and the Specialized Forensic Accounting Certificate program will fulfill the education requirements needed to earn the CFF credential*. The flexibility in earning both of these certificates saves you approximately 20 CPE hours versus having to earn 75 CPE credits if you opt to not utilize these programs. *Earning both the Core & Specialized Forensic Accounting Certificates does not indicate you are certified in financial forensics. You must still pass the separate CFF exam, and meet the 1,000-hour experience and other credential requirements to earn your CFF credential. To learn more about CFF Credential including the requirements, the application process, and how to maintain the credential visit aicpa.org/cff. Earning CPE credits to maintain your existing CFF Credential Existing CFF Credential holders can use the education to earn CPE credits needed to maintain the credential. You can customize your learning experience by using any of the individual course modules listed below. The online education will be available in your account for one year from the date you purchase it. Upon successfully completing the learning, your certificate will be awarded in the form of a digital badge to be proudly displayed anywhere on the web-a personal blog, a social network like LinkedIn, Facebook, Twitter or Mozilla Open Badges, a biographical page on a company website, or an online resume. Courses included: Forensic Engagement Management - Parts 1 and 2 Evidence Identification and Gathering Discovery Effective Interviewing Techniques Forensic Accountants Role in Deposition and Testimony Forensic Engagement Reporting Requirements & Preparing Sustainable Reports
Cybersecurity Advisory Services Certificate Program Bundle
Available Until
Online
30.00 Credits
This certificate program is a bundle of the Cybersecurity Advisory Services Certificate Program and the SOC for Cybersecurity Certificate Program, which can be purchased individually. Certificate Program NASBA Field of Study Level CPE Credits Authors Availability Cybersecurity Advisory Information Technology Basic 15.5 Mark Burnette, Drew Hendrickson 1 year SOC for Cybersecurity Auditing Intermediate 14.5 Tony Chapman, Anurag Sharma 1 year Free eBook with purchase! Reporting on an Entity's Cybersecurity Risk Management Program and Controls - Attestation Guide is included (an $89 value) and will automatically be added to your cart when you purchase this certificate. Created by the AICPA, this authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's cybersecurity risk management program and controls within that program. The guide delivers a framework which has been designed to provide stakeholders with useful, credible information about the effectiveness of an entity's cybersecurity efforts.
Data Analytics Modeling Certificate
Available Until
Online
14.00 Credits
This certificate is Part 3 of the Data Analyst Certificates Bundle - a comprehensive five-part program that provides training and practical guidance on the topic of data analytics. 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. Note: It is recommended that you complete the Application of Data Analysis Essentials Certificate, or ensure you have equivalent knowledge and skills, before starting this certificate course. Learning Labs: This is an interactive learning program that includes bonus simulated learning labs with step-by-step guidance that will expose you to the tools needed to implement an analytics practice in a practical way and equip you to deploy those tools as needed within your organization. You will practice using various technologies for preparing, analyzing and managing datasets in the real world. *Time spent on learning labs does not award CPE and completing learning labs is not a requirement for earning the certificate. Digital Badge: On completion of this certificate you will receive a digital badge to share with your online professional network, which is available as a downloadable PDF certificate suitable for printing and framing.
Estate Planning Certificate Program
Available Until
Online
18.00 Credits
About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. The Estate Planning Certificate Program Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this program includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients' estate plans with their tax and financial plans. And, if you are seeking a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you! This certificate includes the following courses: The Estate Planning Process Trusts and Estate Planning Documents Basic Estate and Gifting Strategies Advanced Estate Planning Strategies Closely Held Business Estate Planning Incapacity and Postmortem Estate Planning Integrating Estate Planning With the Tax and Financial Plan Charitable Planning 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.
Family Law and Divorce Engagements - Part 1, 2, and 3
Available Until
Online
5.00 Credits
This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. When families go through divorce and separation, complications beyond accounting and valuation can arise. A forensic accountant should be an impartial party, one who knows the laws, rules, and regulations surrounding the various intricacies within family law. Through narration by an industry subject matter expert and practical scenario exercises, this three-part CPE course describes factors that should be considered in a family law engagement. Each module also touches on nontraditional family law items such as personal goodwill and hidden assets. 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. LEARNING OBJECTIVES Part 1 Compare the different roles of a forensic accountant in family law cases. Compare the impact of equitable distribution versus community property law on the valuation of marital property. Identify methods for asset tracking and recognize their importance in a divorce case. Part 2 Identify methods for asset valuation and recognize their importance in a divorce case. Identify the types of alternative dispute resolution. Part 3 Identify the issues affected by income in family law matters.
Financial Statement Fraud, Corruption, and Asset Misappropriation - Part 1 and Part 2
Available Until
Online
5.00 Credits
This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Financial statement fraud schemes can be perpetrated internally with a company or externally by customers, vendors, or other third parties. This niche area within forensic accounting can benefit all types of companies, as fraud is prevalent throughout business. Through narration by an industry subject matter expert and practical scenario exercises, this two-module CPE course identifies the steps of a financial statement fraud investigation and the internal controls needed in place to deter and prevent fraud. 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. Part 2 Identify the steps of a financial statement fraud investigation. Recall the role of internal controls in preventing and deterring fraud.
Forensic Engagement Management - Part 1 and Part 2
Available Until
Online
5.00 Credits
This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. Narrated by an industry subject matter expert, this CPE course describes the nuances in accepting and planning a forensic accounting engagement which presents different risks than a typical consulting or audit engagement. This CPE course includes two courses (part 1 and 2). Each course identifies and analyzes factors relating to forensic engagement acceptance, planning for staffing and gathering information to execute a successful engagement. This course features application exercises that cover topics such as accepting a forensic case, conflict of interest and staffing. LEARNING OBJECTIVES This course will prepare you to do the following: Module 1: Recall and apply the appropriate preliminary procedures and considerations related to engagement acceptance Assess factors related to case acceptance Identify and analyze potential conflicts of interest Identify and apply the steps to formalize the client engagement letter or agreement, including verification of the client's understanding of scope Module 2: Apply considerations for selecting the appropriate staff for an engagement based on engagement characteristics. Identify key points related to appropriate supervision and assess whether adequate supervision exists based on situational examples. Determine the steps in effective engagement planning to control budgets. Identify what types of information may be more responsive than others and how to prioritize those sources.
Fraud Provisions and Engagements - Part 1 and Part 2
Available Until
Online
5.50 Credits
This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Forensic accountants must know the governance risks related to fraud and the various types of fraud that may be investigated. Fraud can have a tremendous impact on an organization's economic situation. Through narration by an industry subject matter expert and practical scenario exercises, this two-module CPE course describes anti-fraud controls and how companies should implement these controls to assist in deterring and preventing fraud. 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. LEARNING OBJECTIVES Part 1 Compare common governance risks for fraud. Analyze the risks associated with fraud and its economic impact on an organization. Identify considerations related to and use techniques typically employed to prevent fraud. Part 2 Identify considerations related to and use techniques typically employed to detect fraud. Identify considerations related to and use techniques typically employed to investigate fraud. Determine when it is appropriate to report fraud and to whom to report it. Recall and apply key concepts related to an appropriate remediation process and its associated plan of action.
Fundamentals of Forensic Accounting Certificate Program
Available Until
Online
21.50 Credits
Get a solid understanding of financial forensics The Fundamentals of Forensic Accounting Certificate Program covers those areas representative of the AICPA's Body of Knowledge in the financial forensics area. This certificate program is tailored to provide an introduction to financial forensics and help you become familiar with the forensic accountant's professional responsibility. It provides a foundational knowledge of: The legal system How to plan and prepare a forensic engagement Gathering information Discovery Reporting Providing expert testimony This online CPE self-study certificate program consists of 19 required modules that utilize interactive scenario-based learning, including audio and video animation, to guide you through the concepts. As of March 25, 2019, those who successfully complete all the courses in the curriculum will receive a digital badge to be proudly displayed anywhere on the web-a personal blog, a social network like LinkedIn, Facebook, Twitter or Mozilla Open Badges, a biographical page on a company website, or an online resume. For more information digital badges, visit Digital Badges. Courses Include AICPA Guidance for the Forensic Engagement Understanding the Forensic Accountant Role Understanding the Basic Structure of the Legal System Managing the Forensic Engagement Identifying and Obtaining Evidence Conducting Effective Interviews Common Investigative Techniques Deposition and Testimony Reporting Requirements & Preparing Sustainable Reports Bankruptcy, Insolvency and Reorganization Leveraging Technology in Forensic Engagements Economic Damages in Business Economic Damages for Individuals: A CPA's Role Economic Damages for Individuals: Case Studies and Analysis Calculating Intellectual Property Infringement Damages Family Law Engagements Fraud Prevention, Detection, and Response Financial Statement Fraud and Asset Misappropriation Valuations in Litigation Matters
Individual Damages Concepts and Calculations - Part 1 and 2
Available Until
Online
5.50 Credits
This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Forensic accountants who calculate damages for individuals need to apply jurisdictional standards and guiding principles to what can be an emotional subject for the parties involved. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course describes the types of damages an individual may experience and the scenarios in which damages are usually awarded. Each module contextualizes individual damages and the considerations used to calculate these damages. 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. LEARNING OBJECTIVES Part 1: Recognize the context and types of matters where individual damages arise. Identify and apply the jurisdictional standards and guiding principles applicable to calculating damages involving individuals. Calculate lost earnings and lost fringe benefits. Part 2: Calculate damages involving individuals by applying the various considerations a practitioner may use to calculate individual damages.
Intellectual Property Damages Concepts and Calculations - Part 1 and Part 2
Available Until
Online
5.50 Credits
This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. 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. 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. LEARNING OBJECTIVES Part 1: Identify and understand the various remedies of damages associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Recognize the laws governing each available remedy of damages. Identify the issues and pitfalls associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Apply guidelines for calculating commonly used remedies of damages associated with each type of intellectual property. Part 2: Distinguish patents from other types of intellectual property. Identify examples of patents. Identify the laws governing patents. Compare the various types of damages associated with patent infringements. Apply guidelines for calculating commonly used infringement damages associated with patents.
Investment Planning Certificate Program
Available Until
Online
19.50 Credits
About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFPr credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. Investment Planning Certificate Program Part of the Personal Financial Planning Certificate Program, the Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you! This certificate includes the following courses: The Investment Planning Process Investment Data Gathering and Analysis Creating the Investment Policy Statement Portfolio Management Investment Vehicles and Strategies Investment Monitoring and Updating Integrating Investments with the Financial Plan Education Planning Get your CPA/PFS credential and meet education and examination requirements! If you are an active CPA, you can use these certificates to meet the education and examination requirements of the CPA/PFS credential. For more information, visit aicpa.org/PFS. CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.
Not-for-Profit Certificate II
Available Until
Online
30.00 Credits
Hands-on application and strategy training for not-for-profit professionals For those with a solid foundation in the core knowledge areas of nonprofit financials, Not-for-Profit Certificate II offers the hands-on application and strategic knowledge you need to advance to the next level of nonprofit financial responsibility. Whether you work for or with a nonprofit, this 30-hour CPE program will help you apply proven best-practices to diverse nonprofit environments. Good work requires good tools This unique training program provides new and better insights to strengthen your financials, enhance your compliance with accounting rules, and implement best practices for all aspects of nonprofit financials, including accounting & financial reporting, governance & assurance, and tax compliance. Courses included in this program Not-for-Profit Certificate II - Tax Compliance Form 990 Preparation: Schedules Form 990 Preparation: Core Form Unrelated Business Income Tax (UBIT) Case Studies Maintaining Tax Exemption Not-for-Profit Certificate II - Financial Reporting Statement of Financial Position Statement of Activities Statement of Cash Flows Statement of Functional Expenses Financial Statement Note Disclosures for NFPs Interpreting and Analyzing Financial Statements Preparing Consolidated Financial Statements Not-for-Profit Certificate II - Governance and Assurance Aligning Mission and Strategy Budget Considerations for Not-for-Profits Ethical Issues in Not-for-Profits Performance Measurement for Not-for-Profits Applying the COSO ERM Framework Risk Assessment for NFP Spotlight your accomplishment online Successful completion earns a digital badge you can showcase anywhere on the web - including LinkedIn, your company's website or online resume. Your Certificate and digital badge information will be sent to you once you've completed the program. Build the practical, marketable skills you need by earning one of our popular Not-for-Profit Certificates.
PFP Practical Applications Certificate Program
Available Until
Online
13.00 Credits
About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. PFP Practical Applications Certificate Program The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients' planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients. If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals, this program is for you! This certificate includes the following courses: PFP Standards and Responsibilities PFP Regulatory and Fiduciary Landscape Personal Financial Planning Process Cash Management Strategies PFP in Practice - Putting It All Together, Part 1 and 2 If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/pfs for details. 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.
Retirement Planning Certificate Program
Available Until
Online
20.50 Credits
About the Personal Financial Planning Certificate Program The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program. The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFPr credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. The Retirement Planning Certificate Program The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients. This certificate includes the following courses: The Retirement Planning Process Governmental and Employer Retirement Plans Personal Retirement Investments, Income, and Expenses Analyzing Client Retirement Data Creating, Implementing, and Monitoring the Retirement Plan Elder and Special Needs Planning CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.
Risk Management and Insurance Planning Certificate Learning
Available Until
Online
20.00 Credits
About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. Risk Management and Insurance Planning Certificate Program The Risk Management and Insurance Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in risk management and insurance planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner's personal financial plan. This certificate includes the following courses: The Risk Management Planning Process Insurance Contracts and Needs Analysis Life Insurance Annuities Medical, Disability and Property, and Casualty Group Insurance and Employee Benefits Executive and Deferred Compensation Arrangements Financial Planning with Business Owners CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported. 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.
SOC for Cybersecurity Certificate Program
Available Until
Online
14.50 Credits
This certificate program can be purchased as a bundle with the Cybersecurity Advisory Certificate Program. 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. Our family of tech-specific certificates Get the bigger story on cybersecurity, plus other certificates for accountants and finance professionals. Free eBook with purchase Reporting on an Entity's Cybersecurity Risk Management Program and Controls - Attestation Guide is included (an $89 value) and will automatically be added to your cart when you purchase this certificate. Created by the AICPA, this authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's cybersecurity risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's cybersecurity efforts. Digital badges: Your professional distinction After you complete the three-part webcast series, you will be awarded a certificate in the form of a digital badge. Proudly display it anywhere on the internet - a personal blog, a social site such as LinkedIn, Facebook or Twitter, Open Badges, a bio page on a company website or your email signature ;
SOC for Supply Chain Certificate
Available Until
Online
10.50 Credits
Supply chain concerns are more important than ever. Manufacturers, producers, and distributors must manage a complex network of plants, service providers, and suppliers to operate efficiently and meet commitments to customers. At the same time, the threats to and vulnerabilities of each supplier in the chain have increased significantly with natural disasters, pandemics, and recessions. Put customers first. "Customers first" is an important supply chain goal. When a supply chain is disrupted, an organization is at risk of failing to meet production or delivery commitments it has made to its customers. Performing a SOC for supply chain attestation examination could go far in meeting the information needs of customers and business partners of manufacturers, producers, or distributors. Obtain a certificate. Upon completing the learning, you will be awarded a certificate in the form of a digital badge you can proudly display 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. Speakers Dan Paulson CISSP, CISA, QSA, ISO Dan has over seven years of information security, control and IT audit experience in a number of industries including cloud services, financial institutions, healthcare, insurance, and manufacturing. Dan's experience includes SOC 1, 2, and 3 examinations and SOC readiness assessments, ISO 27001 Certification Audits, IT risk assessments, IT audits, security & privacy assessments (GDPR, HIPAA/HITECH), and Sarbanes-Oxley 404 IT compliance reviews. Dan holds a Bachelor of Arts degree in Political Science from Ohio State University and a Master of Accounting degree from Southern Illinois University. Dan is a Certified Information System Security Practitioner (CISSP), a Certified Information Systems Auditor (CISA), a Qualified Security Assessor (QSA), and an ISO 27001 Lead Auditor. Dan is a member of the Information Systems Audit & Control Association (ISACA) and (ISC) 2. Soma Sinha CPA Soma Sinha has more than fifteen years of experience providing accounting, auditing, and financial reporting services to organizations within various industries, including manufacturing and distribution, and technology service providers. As the Technical Leader of Plante Moran's SOC attestation practice, she is responsible for maintaining firm and engagement quality for SOC examinations through developing, implementing and maintaining relevant policies and procedures, leading the performance of pre-issuance quality control review functions, providing training to staff members, representing the firm in conferences, etc. In addition, she is Plante Moran's subject matter expert for integration of internal control based audit approach in financial statement audits, and is involved with other organizations in matters related to emerging audit technology. She has served on various AICPA working groups related to SOC and internal controls, including the one for SOC for Supply Chain. Get a free eBook with purchase. AICPA Guide SOC for Supply Chain: Reporting on an Examination of Controls Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy in a Production, Manufacturing, or Distribution System is included (and will automatically be added to your cart) when you purchase this certificate. This authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's supply chain risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's supply chain efforts.