There are no prerequisites.

Course Description

Crowdfunding involves fundraising for a project from a large number of people, usually via the Internet. The request for funds is not targeted at a specific person, but rather is an open call for anyone to provide funding. Crowdfunding discusses the fundraising opportunities available to businesses and addresses the types of crowdfunding, the risks involved, and the details of the regulatory environment. This 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.


Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

Course Specifics

Jan 8, 2018
There are no prerequisites.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Describe the building blocks of crowdfunding.
  • Note the advantages of crowdfunding and the situations in which it is most applicable.
  • Cite the risks taken on by an investor in a crowdfunding campaign.
  • Describe the process used to run a crowdfunding campaign.

Chapter 2

  • Recognize the situations in which the Regulation Crowdfunding can be used.
  • Recognize the different types of forms that must be filed as part of a Regulation Crowdfunding campaign.

Chapter 3

  • Describe the different types of rights that may be given to investors.
  • Note the characteristics of a Rule 504 exemption.

Chapter 4

  • Recognize the approaches that can be used to arrive at a valuation for a business, and when these valuations may be incorrect.

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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