The CPE Store, Inc.

Providing self-study continuing education courses to accounting professionals since 1995

Courses

Business & Industry CPE Courses

Status
Title
Credit Hours
Acting as an Executor (24 hours)
Avoiding Probate (10 hours)
Budgeting (16 hours)
Business Insurance Fundamentals (3 hours)
Business Ratios (17 hours)
Updated
Business Valuation (3 hours)
Capital Budgeting (5 hours)
CFO Guidebook (22 hours)
Controller Guidebook (20 hours)
Corporate Cash Management (15 hours)
Corporate Finance (15 hours)
Credit and Collections (14 hours)
Crowdfunding Essentials (2 hours)
Effective Corporate Turnarounds (4 hours)
Updated
Employer's Legal Handbook (18 hours)
Enterprise Risk Management (10 hours)
Entrepreneur Guidebook (11 hours)
Essentials of Disability Insurance (1 hours)
Financial Analysis (20 hours)
On Sale
Financial Analysis, Modeling and Forecasting (14 hours)
Financial Forecasting and Modeling (5 hours)
Interpretation of Financial Statements (11 hours)
Long-Term Care (16 hours)
MBA Guidebook (23 hours)
Payroll Management (15 hours)
Records Management (3 hours)
Revenue Management (3 hours)
On Sale
Starting and Building a Nonprofit (24 hours)
Starting and Running a Small Business (32 hours)
Treasurer's Guidebook (16 hours)
Understanding Living Trusts (18 hours)
Working Capital Mini-Course (5 hours)

Acting as an Executor

Acting as an Executor
Course number: B531810
This course is a complete overview of the job associated with acting as an executor. Covers: the first steps to take; claiming life insurance, Social Security and other benefits; making sense of a will; what to do if there is no will; taking inventory and locating assets; estimating the value of assets; determining how title is held; paying claims and debts; selling property; giving property to beneficiaries; determining whether or not probate is necessary; identifying the types of property that does not go through probate; taxes; probate court proceedings; handling trusts; caring for children and their property; working with lawyers and appraisers; and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 24 hours
 

Printed Version$139

 

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Avoiding Probate

Avoiding Probate
Course number: B530315
Probate can drag on for years, and the costs -- including legal fees, appraisal fees, court fees -- can easily eat up thousands of dollars. Luckily, there are simple and effective strategies to avoid probate. You will learn how to: set up payable-on-death bank accounts; name a beneficiary for retirement accounts; register assets in transfer-on-death forms; hold property in joint ownership; take advantage of special procedures for small estates; create a living trust; give away property now; and more. Includes state-by-state charts to show which techniques will work in your state. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 10 hours
 

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Budgeting

Budgeting
Course number: B479106
Addresses all aspects of the budgeting conundrum: how to create a budget, whether there are variations on the concept that may work better, and how to operate without any budget at all. The course covers all parts of a traditional corporate budget, including such areas as the production budget, inventory budget, and master budget. Flexible budgeting and zero-base budgeting are also covered. The course also discusses a variety of budget-related systems, such as procedures, reporting, and controls. An appendix contains a sample budget, showing subsidiary budget schedules rolling up into a master budget. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 16 hours
 

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Business Insurance Fundamentals

Business Insurance Fundamentals
Course number: B459103
Business Insurance Fundamentals provides an overview of the insurance industry, including the operations and distribution systems of insurers. The course also notes the more common insurance policy terms and conditions, the types of insurance most applicable to businesses, and how to manage and account for insurance. There is a particular emphasis on managing the cost of insurance. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 3 hours
 

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Business Ratios

Business Ratios
Course number: B438805
This course describes more than 200 ratios and other measurements that can be used to analyze the results, liquidity, and cash flows of a business. The measurement areas covered include performance, liquidity, cash flow, share performance, growth, constraint, throughput, facilities, fixed assets, inventory, payroll, pricing, product design, purchasing, marketing, and return on investment. Examples of the functional areas also covered by the course include cash management, credit and collections, customer service, human resources, production, and sales. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 17 hours
 

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Business Valuation

Business Valuation
Course number: B462504
Business Valuation explores the full range of valuation methods that can be used to derive a business valuation. The course notes the circumstances under which each method should be used, and also describes how to sort through situations in which a range of valuations are indicated. The course goes on to describe valuation methods for intangible assets, a number of valuation adjustment factors, valuation mistakes, and similar topics. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 3 hours
 

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Capital Budgeting

Capital Budgeting
Course number: B456104
Capital Budgeting describes how requests for capital investments are documented and examined. It also covers the primary methods for determining whether a proposed investment is acceptable, as well as a number of strategic considerations. Lease or buy financing options are also discussed, along with a system of capital budgeting controls. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 5 hours
 

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CFO Guidebook

CFO Guidebook
Course number: B447305
This course will help you understand the key responsibilities of the CFO position. It discusses the role of the CFO in strategic planning, the control environment, the acquisition process, including due diligence and valuation, and much more. You’ll also learn all about budgeting, cash management, fund raising, going public, funding, information technology and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Management Services    Course credit: 22 hours
 

Printed Version$139

 

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Controller Guidebook

Controller Guidebook
Course number: B483606
Covers every aspect of being a controller, including the management of accounts payable, cash, collections, inventory, payroll, and more. It also shows you how to close the books, which reports to issue to the management team, how to create a budget, and how to select and install an accounting computer system. Provides comprehensive coverage not only of what to do, but critical timing and sequence considerations for when to do it, how each element should be done, to whom to delegate required tasks and functions, how to manage the many functions, and why each is needed for the full range of controller responsibilities. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Management Services    Course credit: 20 hours
 

Printed Version$129

 

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Corporate Cash Management

Corporate Cash Management
Course number: B475805
The proper management of cash is an essential part of business operations. Corporate Cash Management provides an essential framework for the development and operation of a cash management system. It does so by showing how to forecast cash flows, which can then be used as the basis for a campaign to enhance the inflow of cash to the organization. The course also notes the systems used to collect, concentrate, invest, and disburse cash, as well as the supporting controls and measurements needed to monitor these systems. It also covers the related topics of fundraising and risk management. In short, Corporate Cash Management is a useful tool for developing a comprehensive system of cash management. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 15 hours
 

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Corporate Finance

Corporate Finance
Course number: B452604
Corporate Finance follows the flow of funds through a business, including fund raising, internal cash management, and the deployment of funds to dividends, capital expenditures, investments, and acquisitions. This course is intended to give the professional manager direction regarding how to develop an appropriate capital structure and determine the best types of debt and equity funding. Additional tools are provided for calculating the cost of capital and constructing cash flows to analyze potential cash uses. Full coverage of risk management for foreign exchange and interest rates is also included. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 15 hours
 

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Credit and Collections

Credit and Collections
Course number: B432205
This course shows how to achieve a balance between more sales and a reasonable amount of bad debt by focusing on the design and management of the credit and collection functions. The discussion ranges from the structure of specific jobs to the full range of collection and litigation tactics that can be used to collect money from customers. Topics include credit policies, customer billings, risk reduction, customer credit ratings, collection tactics, skip tracing, collection agencies, litigation, bankruptcy, allowance for doubtful accounts, and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Management Services    Course credit: 14 hours
 

Printed Version$99

 

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Crowdfunding Essentials

Crowdfunding Essentials
Course number: B488602
This course discusses how to obtain funds through crowdfunding, which may be a ready source of cash when other alternatives are not available. It addresses the types of crowdfunding, the risks involved, and the details of the Regulation Crowdfunding, which governs how a business can sell shares via crowdfunding. The course also covers several alternatives to crowdfunding that may be more relevant to an organization’s financial needs, as well as several ways to derive a stock price at which to sell shares. In short, the course helps you decide whether crowdfunding is a good alternative and how to go about raising funds with it. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 2 hours
 

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Effective Corporate Turnarounds

Effective Corporate Turnarounds
Course number: B471102
A failing business may suddenly find itself in desperate need of a comprehensive overhaul. In the Effective Corporate Turnarounds course, we cover the basic stages of a turnaround, including dozens of specific improvement actions that can be taken. The course also notes a variety of legal considerations, including security interests, worker notifications, and the mechanics of the bankruptcy option. This course represents the complete toolkit for someone interested in successfully completing a corporate turnaround. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Business Management and Organization    Course credit: 4 hours
 

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Employer's Legal Handbook

Employer
Course number: B530916
This course is absolutely essential for anyone with employees. Covers hiring, firing, personnel policies, employee benefits, discrimination, ADA requirements, workers compensation, workplace health & safety, wage & hour requirements, payroll taxes and independent contractors. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Business Law    Course credit: 18 hours
 

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Enterprise Risk Management

Enterprise Risk Management
Course number: B459303
Enterprise Risk Management describes the concept of risk management, how to integrate it into an organization’s strategy, and who is responsible for it. The course also addresses risk management at the level of the individual functional area, including treasury and accounting, sales and marketing, human resources, and information technology. There is coverage of contingency planning, insurance, financial analysis, and risk-related measurements and reports. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Management Services.     Course credit: 10 hours
 

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Entrepreneur Guidebook

Entrepreneur Guidebook
Course number: B413301
The success rate for new businesses is quite low. The Entrepreneur Guidebook contains advice on how to improve the odds. It discusses how to use the entrepreneurial method to develop a more profitable business, how to find the right customer segment, the innovation techniques for developing new products and services, and the many alternatives for generating revenue. It also discusses how to write a business plan, what types of funding to pursue, which legal entity to form, the legal issues associated with intellectual property, and much more. It is the essential desk reference for entrepreneurs. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Business Management and Organization    Course credit: 11 hours
 

Printed Version$89

 

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Essentials of Disability Insurance

Essentials of Disability Insurance
Course number: B471201
Disability insurance is both important and expensive, so it is critical to understand when you should obtain it, and how to tailor its provisions to your specific needs. In the Essentials of Disability Insurance course, we cover the circumstances under which you should (and should not) obtain this insurance, as well as the various policy components. We also address the factors impacting its cost, how to select both an insurance advisor and an insurer, and how to file a disability claim. In addition, we cover several disability insurance options that can keep your business running while you are disabled. In short, this course is designed to give you a thorough overview of the disability insurance concept. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 1 hour
 

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Financial Analysis

Financial Analysis
Course number: B436805
Financial Analysis describes how to extract meaningful information from the financial statements of a business. The course also delves into a number of analyses that can be used to improve business decisions, such as price optimization, constraint management, and credit granting. Another area addressed is financing, where the course covers financial leverage, capital structure, foreign exchange risk, and more. Other topics include financial forecasting, discounted cash flow analysis, and the valuation of acquisitions. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 20 hours
 

Printed Version$119

 

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Financial Analysis, Modeling and Forecasting

On Sale
Weekend sale through Monday, December 9 (regular price $99)
Financial Analysis, Modeling and Forecasting
Course number: B768904
This comprehensive course gives you every sales and financial forecasting formula and modeling technique you need to analyze your operation both as a whole and by segment. You will be provided with proven techniques that help you identify and fix problem areas, analysis techniques that help you evaluate proposals for profit potential, proven methods that improve the accuracy of your short- and long-term forecasting, analysis tools that help you better manage working capital, cash, and accounts receivable, plus much more. Also included are dozens of worked-out models and modeling techniques that simplify your most difficult business decisions and are easy to adapt to any computer spreadsheet program. This course supplies company accountants, treasurers, and CFOs with all the forecasting techniques needed to financially analyze a business as a whole or a segment. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 14 hours
 

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Financial Forecasting and Modeling

Financial Forecasting and Modeling
Course number: B459203
The Financial Forecasting and Modeling course discusses the different types of forecasting methodologies, the situations in which they should be used, and how to construct them. The course also examines the layout and formulation of a financial model, and addresses specific issues within such a model, including the treatment of depreciation, debt, equity, and working capital. Further, the course describes the construction of short-term and longer-term cash forecasts, and concludes with a review of the Excel functions that can be used for financial forecasting and modeling. Course level: Intermediate. Prerequisites: A basic knowledge of Excel. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 5 hours
 

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Interpretation of Financial Statements

Interpretation of Financial Statements
Course number: B473504
This course describes the structure of the financial statements, notes a number of tools for extracting information from the statements, and provides a wealth of additional insights into the reasons for the presence of or changes in certain numbers within the statements. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 11 hours
 

Printed Version$89

 

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Long-Term Care

Long-Term Care
Course number: B477414
This course helps you understand the alternatives to nursing facilities and shows you how to find the best care you can afford. Covers: evaluating long-term care insurance, arranging home care, exploring options beyond nursing homes, choosing a nursing facility, getting the most out of Medicare, Medicaid and other benefit programs, protecting your assets, preventing elder fraud, and more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 16 hours
 

Printed Version$109

 

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MBA Guidebook

MBA Guidebook
Course number: B468203
This course describes the essentials of the core topics covered in a top-tier MBA program. The intent is to give the user a broad understanding of the key concepts needed to run a business—in one comprehensive course. Topics covered include sales and marketing, operations management, product development, risk management, business valuation, capital structure analysis, and the interpretation of financial statements. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Management Services    Course credit: 23 hours
 

Printed Version$139

 

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Payroll Management

Payroll Management
Course number: B469524
This course makes the job of the payroll department easier by clearly defining the most efficient and effective means for running the department, while also addressing the following topics: whether an individual is an employee, how to track employee time worked, how to calculate all types of employee earnings, how to process tax withholdings and other deductions, how and when to remit taxes to the government, how to select the best method for paying employees, how to complete and submit government forms, how to set up a payroll recordkeeping system, which procedures and controls to install for payroll processes, and how to measure the performance of the department. An appendix contains the due dates for key filings and remittances to the federal government. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Management Services    Course credit: 15 hours
 

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Records Management

Records Management
Course number: B464403
The Records Management course describes the types of records, the record life cycle, record formats, and the concept of information governance. The course then delves into the use of alphabetic storage, numeric storage, and geographic storage, along with a variety of records management best practices and a discussion of records retention. The course concludes with coverage of electronic records management, including such topics as the different types of electronic media, record safety, and the mitigation of catastrophic record damage. The course is intended for anyone who wants a solid grounding in the concepts of record management. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Business Management & Organization    Course credit: 3 hours
 

Printed Version$29

 

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Revenue Management

Revenue Management
Course number: B403201
This course shows how to increase revenues and profits by adjusting the prices offered to customers. It does so by addressing both the overall pricing strategy of a business and the many day-to-day pricing tactics that can be employed within that overall strategy. Examples of revenue management tactics are bundling and unbundling, dynamic pricing, overbooking, reference pricing, and special financing offers. The course goes on to describe rate fences and other tools to keep discount offers away from full-price customers, as well as revenue management complications and the long-term effects of these activities. In total, the course presents the user with a multitude of options to consider for enhancing the financial performance of a business. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Finance    Course credit: 3 hours
 

Printed Version$29

 

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Starting and Building a Nonprofit

On Sale
Weekend sale through Monday, December 9 (regular price $139)
Starting and Building a Nonprofit
Course number: B575510
With practical advice, legal information, tips and step-by-step instructions, this course will help you get your nonprofit up and running—and keep it going! You’ll learn how to: develop a strategic plan and budget; recruit and manage board members, employees and volunteers; market your organization to your target audience; raise money online through crowdfunding and other sites; build a website and use social media and networking sites; adopt policies that are legally sound; and much more. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 24 hours
 

Printed Version$115

 

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Starting and Running a Small Business

Starting and Running a Small Business
Course number: B580818
This course teaches all the legalities of starting and running a small business. You will discover how to raise start-up money, decide between an LLC or other business structure, save on business taxes, get licenses and permits, choose the right insurance, negotiate contracts and leases, avoid problems if you’re buying a franchise, hire and manage employees and independent contractors, attract and keep customers (and get paid on time), and limit your liability and protect your personal assets. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Business Law    Course credit: 32 hours
 

Printed Version$179

 

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Colleague Test(s)$95

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Treasurer's Guidebook

Treasurer
Course number: B459503
This course discusses how the treasury department’s performance can be organized and fine-tuned, focusing on bank relations, cash concentration systems, investment strategies, financing sources, credit management, insurance, and more. The course also addresses the administrative aspects of the treasurer’s job, including the accounting for treasury transactions, treasury management systems, controls, and measurements. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 16 hours
 

Printed Version$109

 

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Understanding Living Trusts

Understanding Living Trusts
Course number: B571016
This course provides a complete understanding of living trusts and how they can be used by people of all estate sizes to transfer their property after their death without any attorneys or court involvement. In addition to gaining a thorough understanding of living trusts, this course will provide all the tools necessary to create your own living trust. You’ll learn: the types of trusts and how to determine which is right for you; choosing what property to put in your trust; selecting trustees and beneficiaries; special considerations when property is left to minor children or young adults; and more. The text was written by an attorney specializing in estate planning and includes easy-to-follow step-by-step instructions, helpful worksheets, and an online link to most of the forms discussed in the course. Also contains a complete set of reproducible ready-to-use forms. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam, and grading service.

NASBA field of study: Specialized Knowledge    Course credit: 18 hours
 

Printed Version$119

 

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Working Capital Mini-Course

Working Capital Mini-Course
Course number: B459404
Discusses how to reduce the adverse funding effects caused by working capital. The discussion includes a number of specific recommendations on how to manage cash, receivables, inventory, and payables. The course also addresses the operational characteristics that will allow a business to function with zero working capital. The course also examines the characteristics of different types of asset-based lending. Course level: Basic. Prerequisites: None. Course includes integrated text and study guide, final exam and grading service.

NASBA field of study: Finance    Course credit: 5 hours
 

Printed Version$39

 

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